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Medicare Options Cheat Sheet Campaign

TL;DR: Mail a plain-English Medicare Options cheat sheet as a lead magnet, with a QR code that plays an audio version - set up once as a repeating campaign on a blank list.

Ready to put this play to work?

Who it's for​

Insurance agents who sell Medicare plans and want a lead-magnet mailer that keeps working without new setup for every batch of prospects. Where the T65 Birthday Campaign waits for a specific birthday, this play mails whoever you add, whenever you add them.

The play​

Build the postcard once - a plain-English "Medicare Options" cheat sheet on the image side, a short message on the back, and a QR code that plays an audio version of the same cheat sheet. Point a Days After Added campaign at an empty mailing list. From then on, every contact you upload to that list gets the card automatically. No campaign rebuild per batch.

The cheat sheet does the selling. It's genuinely useful on its own, which is why it earns a spot on the fridge instead of the recycling bin.

Expected signals​

  • Reference-style mail is kept rather than discarded, so response often arrives weeks after delivery
  • QR scans skew toward prospects actively comparing plans - treat a scan as a warm lead
  • Because the list starts empty, every send is a batch you chose; spend scales with uploads, not with time

Step-by-step​

Send method: Campaigns → Days After Added - fires for each contact once, shortly after they land on the list.

1. Set up your Branding​

Set up your Branding first. It supplies the agent name, phone, and company that the replacement variables on the card fill in.

2. Make the creative and upload the cheat sheet as its front​

Go to Creatives → New creative, choose Build it yourself, and pick a 4×6 postcard. On the Front step, choose Upload a file and add your cheat sheet artwork. See Creating a creative.

Designing the cheat sheet

Keep the image side to one page of neutral, plan-comparison information - Parts A through D, supplements, and what each one actually covers - with no plan-specific pitch. That restraint is what makes it worth keeping. Check the layout against the print specs and safe zones before uploading.

3. Write the message side​

On the creative's Message step, write a message that explains what the card is and points at the audio version:

Hi %FIRST_NAME%,

I put together a one-page cheat sheet on the Medicare options available in %STATE% - Parts A through D, supplements, and what each one actually covers.

Keep it handy. If you'd rather listen than read, scan the code and I'll walk you through it.

Questions are free, and so is my time.

%YOUR_FULL_NAME%, Licensed Insurance Agent
%YOUR_PHONE%

4. Point the QR code at the audio version​

Record yourself reading the cheat sheet aloud - a few minutes is plenty - and host the file somewhere publicly reachable. On the same Message step, set the QR code destination to that file, then name and save the creative on Review. A scan opens the recording directly, so the prospect hears the cheat sheet instead of landing on a form.

Any publicly reachable URL works here - an audio file, a landing page, or a calendar link. See Enabling QR Codes.

5. Create a blank mailing list​

Create a new mailing list and add no one to it. Name it something like "Medicare Cheat Sheet." The empty list is the point - it's the intake hopper the campaign watches.

6. Set up the campaign logic​

  1. Go to Campaigns in the sidebar, click New Campaign, and pick the blank "Medicare Cheat Sheet" list under Use a list you have.
  2. What: pick your cheat sheet creative.
  3. When: under When someone joins the list, choose Days after they join and enter 1 (the earliest, the day after each contact is added).
  4. Review: name the action and click Start action (and confirm).

7. Upload your prospects​

Now upload your list into the blank list. The campaign picks up each new contact and mails them. Every future upload to this list runs the same way - the setup above is done once.

tip

Because the trigger is Days After Added rather than a date, you can drip prospects in deliberately. Upload 200 this week and 200 next week to spread the spend without touching the campaign.

Pitfalls​

  • Uploading before the campaign exists. Days After Added skips anyone added to the list longer ago than its day count. Build the campaign and start the action first, then upload - otherwise the first batch can sit there untouched.
  • Skipping Branding. The replacement variables on the card resolve to your branding details. Leave it incomplete and the card mails with gaps where your name and phone should be.
  • A QR destination that isn't publicly reachable. If the audio file sits behind a login or a link that expires, the scan dead-ends. Test the URL in a private browser window before you send.
  • Treating the cheat sheet as compliance-checked. Medicare marketing is regulated, and the rules vary by plan type and carrier. Whatever you mail is your responsibility - clear your creative through your carrier or compliance department before the first send.
  • Leaving enrolled clients on the list. Contacts stay on a mailing list after their send completes. Move them off once they enroll, or use duplicate prevention so a re-upload doesn't mail them twice.

Run this play​

  1. Set up your Branding
  2. Make a creative with your cheat sheet as the front
  3. Write the message and enable QR
  4. Set up a Days After Added campaign on a blank list
  5. Upload your prospect list
  6. Watch the Global Scan List for warm leads

Video Guide​

note

The videos on this page were recorded on an earlier layout of the dashboard, so some screens and names may differ from what you see today.