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Mail + Text Sequence

Who it's for​

Anyone using a CRM or automation platform (Zapier, HubSpot, HighLevel, GoHighLevel) who wants to layer a text message on top of a direct mail send to amplify response rates.

The play​

Send a physical mailer today. Three days before estimated delivery, send an SMS to the same recipient with a brief message referencing the card they're about to receive: "Hey %FIRST_NAME%, keep an eye out for something in your mailbox from us."

When the card arrives, they already know to look for it. When they open it, there's a QR code. When they scan, you get notified and call them.

Expected signals​

  • Mail + text sequences commonly outperform mail-only sends by 20–40% on response rate
  • The text dramatically increases the likelihood the physical piece gets opened
  • QR scan rates on mail-then-text campaigns typically run 4–10%

Step-by-step​

Send method: Send Mail Wizard (for the mailer) + Integration (Zapier, HubSpot, or HighLevel for the SMS delay).

1. Create your Message Template​

In the left navigation, go to Message & QR Templates and create a new template. The mailer should feel like the follow-through on your SMS:

Hi %FIRST_NAME%,

As promised - here's what I mentioned.

Scan the QR code to learn more.

%YOUR_FULL_NAME%, %YOUR_COMPANY%
%YOUR_PHONE%

Save the template — you'll select it in the wizard in the next step.

2. Send your mailer with First Class postage​

  1. Click Send Mail in the left navigation to open the Send Mail Wizard.
  2. Choose your mailer type (4×6 Postcard or Notecard).
  3. Select your Image Template and the Message Template you just created.
  4. In the Recipients step, add your contacts (manual entry, existing list, or CSV upload).
  5. At the postage step, choose First Class — this gives you a predictable 3–5 business day delivery window, which you need to time the SMS correctly. Standard postage varies too much.
  6. Review the proof and place your order. Note the send date; add 3–5 days for expected delivery.

3. Set up the SMS trigger​

In your CRM or automation tool, create a workflow that fires an SMS approximately 3 days after the mail order is placed:

Using Zapier:

  1. Trigger: New row added to your mailing list (or new thanks.io order placed via webhook).
  2. Action: Delay 3 days.
  3. Action: Send SMS via Twilio, SimpleTexting, or your CRM's SMS tool.

Using HubSpot or HighLevel:

  • Add the mail send as a workflow step.
  • Add a "Wait 3 days" delay.
  • Add an SMS send action.

4. Write the SMS​

Keep it brief. Reference the card:

Hi there - keep an eye out for something in your mailbox from us this week. There's a little something inside for you.

Do not make it promotional. The goal is just to prime them to open the mail.

5. Track QR scans​

Configure scan notifications so you're alerted the moment someone scans. Call within the hour.

Pitfalls​

  • Sending with Standard postage. Delivery timing is unpredictable with Standard. The SMS may arrive days before or after the mail. Use First Class.
  • SMS that sounds like spam. A "keep an eye on your mailbox" text that's obviously promotional lowers the effect. Keep it warm and personal.
  • No QR code on the mailer. If there's no trackable next step, you lose the data.

Run this play​

  1. Send via Send Mail Wizard with First Class postage
  2. Enable QR tracking on your Message Template
  3. Set up a Zapier workflow to trigger the SMS delay
  4. Configure QR scan notifications