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Revolutionizing CRM Comm Flows

With the rising impact of direct mail, now is the time to take a multi-channel approach to CRM comm flows by integrating branded merch.

CRM comm flows are incredibly efficient; they are hands-off tools that connect with their targeted audience in a pre-set cadence. Historically, these comm flows have focused on digital marketing engagements, such as email, text messages, and retargeting.

Since branded merch is typically part of the campaign (and if it is not, it really should be!), this will bring the comm flow under one umbrella.

Benefits of Integrating Branded Merch Into The CRM Comm Flow

Multi-channel Approach: Bring both digital and physical branded merch marketing comm flows together into the CRM so the recipient experience is captured in one place.

Example: An automatic marketing comm flow for a prospective student that includes text messages, emails, and branded merch integrations.

Timely: Branded merch can be sent right after an action is taken or triggered.

Example: Quickly mail a sticker postcard after all online inquiries.

Automate Existing Initiatives: For branded merch integrations that are already part of the comm flow, this can automate the implementation.

Example: Send a deposit celebration pack to a student when they commit.

Resource Efficiency: Set it and forget it, reducing staff time, touches, and stress.

Example: Eliminate the need to manually gather and send shipping information for rolling admissions admit packs.

Ease of Targeting: Create a branded merch experience for specific segmented audiences (demographic, regional, overall engagement).

Example: For geographically targeted students, mail a winter hat in addition to their admit pack.

Results: Effectiveness of the campaigns can be viewed within the CRM for trackable instances.

Example: View engagement of students after a branded merch interaction.

Integration Strategies

Incentivize Behavior

As part of a student engagement plan for targeted students, encourage them to complete an action, such as filling out a form. For example, sign up for admitted student day and get a sticker pack.

Reward Behavior

Provide rewards for actions like attending a tour, or completing an application. For example, send keychains to everyone who applied.

Surprise & Delight

Create a memorable experience that the student will remember and make your college stand out. For example, 3 weeks after an acceptance notice, parents get a sticker sheet or postcard mailed.

4 Step Process for Integration

Below is an example of using the CRM to automate the initiative of incentivizing students to fill out a form. Once the action is completed and logged in your custom query, a sticker postcard is automatically mailed.

Identify where in the funnel you want to incentivize action, then create a sticker postcard that fits the messaging and stickers you want to provide. Magellan Promotions will produce and stock the sticker postcards.

Create an online form that notifies the student that they will receive a sticker postcard by filling out and submitting the form.

A custom query triggers a notification and data push to Magellan’s secure SFTP site when the form is filled out.

Magellan Promotions labels and mails the sticker postcard to the student.

Slate Silver Partner

Magellan Promotions is a proud member of the Slate Preferred Partner Program.

Slate Silver Partnership

Learn More

Blog: Addressing CRM Shortcomings

Learn more about merging CRM automation with direct mail and branded merch.

Watch the Slate Webinar

Explore the power of branded merch in student recruitment, with Michael Wolaver and Katie Flores.

Let's Talk Details!

Request a meeting to discuss how you can include branded merch in your Slate comm flow.

Postage Permits

We are happy to mail using a client’s USPS non-profit number. Here are a few best practices for this to go smoothly. Let our team know up front on the project so we can make sure to get the information we need right away. 

While our mail house does prefer to use their permit number for the mailing, we can use the client’s permit, If using their permit number, ensure there is enough postage to cover the mailing.

The information we need to in order to use a client’s nonprofit number includes the following:

Formatting the Mailing List

Our account team will advise on specific requirements for your project’s mailing list.  We generally recommend these best practices to format the mailing list: