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Deep Dives
September 5, 2024

A Guide to Direct Mail Marketing Best Practices

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Direct mail still plays an important role in how you reach and convert audiences. You can use it to share offers, updates, and reminders in a format that stands out from crowded inboxes and feeds.

When you treat direct mail like a performance channel, not a one-off campaign, it becomes measurable, repeatable, and easier to scale. The right practices help you send fewer wasted pieces, reach the right people, and prove impact back to the business.

This guide walks through the key elements of direct mail best practices. Each section covers a core area, from maintaining your mailing list to integrating direct mail with your digital strategy. By using these techniques, you can create direct mail that is accurate, relevant, and easy to measure.

Keep your mailing list updated

Your mailing list is the foundation of every direct mail campaign. When addresses are accurate and current, your mail actually reaches the people you want to reach and your response data becomes more trustworthy.

Why accurate data matters

Outdated or incomplete addresses lead to undeliverable mail, wasted budget, and noisy data. If mail never makes it to the mailbox, you cannot tell whether your offer, creative, or timing was the issue.

The solution is to treat address quality as an always-on process. Before you send, validate and standardize addresses using tools like address verification. This helps correct typos, format addresses to postal standards, and flag undeliverable records so you can fix or remove them.

How to keep your list clean

  • Verify addresses before each campaign, not just once a year

  • Remove duplicates by matching on name, address, and customer ID

  • Update records when customers move or change contact information

  • Suppress people who have opted out or requested not to receive mail

A clean list reduces postal costs, improves delivery rates, and gives you reliable performance data you can trust. For a deeper dive into list building and targeting, see our guide to targeted direct mail best practices.

Design compelling mail pieces

Effective direct mail design combines visual clarity with a focused message and a clear next step. Every element of the piece should help the recipient understand what you are offering and why they should act.

Use visual hierarchy to guide attention

Start by deciding what you want people to notice first. Then use size, placement, and whitespace to make that element stand out.

  • Put the main benefit or offer in a prominent headline

  • Use subheads and short blocks of copy instead of long paragraphs

  • Keep the layout simple so the eye has a clear path through the page

Choose high-quality images that support your message and appeal to your target audience. Maintain consistent branding across all materials using the same fonts, colors, and design elements. This consistency helps recipients recognize your brand and builds trust over time.

If you want a shortcut, you can start with proven layouts in Lob’s Direct Mail Template Gallery, then customize the copy, imagery, and branding for your audience.

Make the message easy to understand

Your copy should be direct and specific. Focus on the outcome you are delivering rather than a list of features.

  • Lead with the benefit, not the product name

  • Use plain language that matches how your customers talk

  • Highlight the key details people need to decide

Close with a clear call to action. Tell people exactly what to do next, whether that is visiting a URL, scanning a QR code, or calling a dedicated number. For more ideas, explore our article on best practices for direct mail creative.

Use personalization techniques in direct mail

Personalization turns direct mail from a generic message into something that feels relevant and timely. When people see offers that match their needs, they are more likely to respond.

Start with smart segmentation

Begin by grouping your audience into meaningful segments. These might include:

  • New customers vs. long-time customers

  • High-value accounts vs. prospects

  • Specific product lines or service needs

  • Geographic regions or service areas

Each segment can receive different offers, imagery, or messaging that speaks more directly to their situation.

Bring data into the creative

Use the data you already have in your CRM or customer database to personalize your content. This might include:

  • Names and salutations

  • Recent product or service activity

  • Plan type or account status

  • Local events, locations, or branches

For deeper personalization strategies, you can explore resources like our content on personalization in direct mail, which includes proven response-rate results and examples of what works at scale.

Connect mail to digital with PURLs and QR codes

Personalized URLs (PURLs) and QR codes make your mail interactive and trackable. Each recipient gets a unique link or code that sends them to a tailored landing page or offer. That lets you:

  • See exactly who responded

  • Tie responses back to specific segments or offers

  • Trigger follow-up emails, SMS messages, or ads based on their actions

You can learn more about how to use PURLs for measurement and attribution in our guide on PURL campaign tracking.

Test and optimize your direct mail campaigns

Even strong campaigns have room to improve. Testing gives you a structured way to find what really moves the needle with your audience.

Focus your A/B tests

The most useful tests are simple and specific. Choose one element to test at a time so you can clearly see what changed.

Common variables include:

  • Headline or main benefit

  • Offer structure or incentive

  • Call to action language

  • Imagery and layout

  • Mail format, such as postcard vs. letter

Split similar audiences into test groups so the results reflect the creative differences, not the list.

Measure what matters

Use unique promo codes, phone numbers, PURLs, or QR codes to track responses by variant. Look beyond basic response rate and measure:

  • Conversion rate to your primary goal

  • Revenue per mail piece

  • Cost per acquisition

  • Lift compared to your control creative

For more detail on which metrics to track and how to calculate them, see our article on direct mail KPI essentials.

Use what you learn to update future campaigns. Over time, even small improvements in response and conversion compound into meaningful gains.

Integrate direct mail with digital marketing

Direct mail works best when it is part of a coordinated, multi-channel strategy. By combining mail with email, paid media, and onsite experiences, you create more touchpoints and more consistent messaging.

Create connected journeys

Here are a few practical ways to connect your channels:

  • Send a postcard that announces an offer, then follow up with reminder emails

  • Trigger a mail piece when someone becomes unresponsive to email

  • Retarget site visitors who received mail with coordinated display or social ads

  • Use QR codes and PURLs to send people to personalized landing pages

When you plan campaigns, think about where direct mail fits in the sequence and how it can support your digital efforts. For more on this, read our article on how automated direct mail transforms modern marketing campaigns.

Use your existing tech stack

Modern direct mail platforms integrate with CRMs, marketing automation tools, and data warehouses so you can send mail from the same systems you already use. Lob’s integrations help you:

  • Trigger mail based on customer behavior

  • Sync address and delivery data back into your system of record

  • Keep marketing and operations aligned on timing and targeting

The goal is to make direct mail feel as easy and flexible as sending an email campaign.

Measure success and gather feedback

To improve your direct mail program, you need clear, consistent ways to measure performance and capture feedback from the people you mail.

Track core performance metrics

At a minimum, you should monitor:

  • Delivery and in-home timing

  • Response rate for each campaign

  • Conversion rate to your primary goal

  • Revenue generated from the campaign

  • Return on investment (ROI)

You can also track engagement at a more granular level using QR codes, PURLs, unique phone numbers, and coupon codes. For a deeper breakdown of measurement strategies, see our content on the best metrics to measure direct mail effectiveness.

Listen to your customers

Quantitative data is important, but qualitative feedback matters too. Ask customers how they heard about you, include short surveys in follow-up emails, and review comments that come through customer support channels.

Look for patterns in what people respond to, what confuses them, and what they ignore. Use that insight to refine your offers, creative, and targeting.

Lob helps you connect campaign data and delivery events with your existing analytics, so direct mail performance becomes part of the same reporting you already use for digital channels.

Putting direct mail best practices into action

Strong direct mail campaigns are not built on guesswork. They follow a clear set of best practices that you can apply again and again.

Start with clean, verified address data so your mail reaches the right people. Design clear, focused pieces that highlight the benefits and spell out the next step. Personalize your content where it makes sense, and connect your mail to digital journeys through PURLs, QR codes, and triggered follow-ups.

Most importantly, keep testing, measuring, and adjusting. Direct mail becomes more powerful when you treat it as an iterative, data-driven channel rather than a one-time send.

If you want to go deeper, Lob’s direct mail fundamentals and resource center offer more examples, checklists, and guides to support your program.

Book a demo

Ready to put these best practices to work with a modern direct mail platform? Visit lob.com/sales to book a demo and see how Lob can help you automate, personalize, and measure direct mail at scale.

FAQs

What does direct mail mean in marketing?

Direct mail is any physical marketing piece you send directly to a person or business. Common formats include postcards, letters, self-mailers, and catalogs that arrive in a mailbox and can be personalized for each recipient.

Is direct mail still effective in a digital-first world?

Yes. Many brands see strong results when they pair direct mail with digital channels. A well-timed mail piece can stand out in a way that email and ads sometimes do not, especially when it is targeted, personalized, and tied to a clear offer.

What is the average response rate for direct mail campaigns?

Response rates vary based on list quality, offer, creative, and industry. Many campaigns fall in the low single-digit range, but well-targeted and personalized mail can perform significantly better. The most important step is to track your own benchmarks over time and optimize against them.

What are common direct mail formats businesses use?

Popular formats include postcards for simple messages, letters for longer explanations or sensitive topics, self-mailers that do not require an envelope, and catalogs when you need to showcase multiple products or services. You can learn more in our guide to direct mail pieces.

How do I get started with Lob for direct mail?

You can start by connecting Lob to your existing systems and choosing a few core use cases, such as renewals, abandoned carts, or winback campaigns. From there, you can expand into more triggers and audiences as you see results. To explore options and see the platform in action, book a demo.

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