Automations

The triggers you offer your clients — each fires an automated mailing in a chosen mailer format.

Create New Trigger
TriggerTypeMailer FormatClients UsingStatus
Abandoned Application WinbackEvent-based#10 Envelope1 clientactive
Credit-Building MilestoneDate-based6×9 Postcard1 clientactive
Past-Due Payment ReminderEvent-based#10 Envelope1 clientactive
Prescreen Firm OfferDate-based6×9 Postcard1 clientactive

Recent automated sends

Campaigns an automation fired — the trigger, client, date, and pieces.

  • Past-Due Payment Reminder → PossibleFinance
    95,678 pieces2026-05-12
  • Abandoned Application Winback → PossibleFinance
    34,845 pieces2026-05-11
  • Past-Due Payment Reminder → PossibleFinance
    36,268 pieces2026-05-02