A customer record.
A real mail campaign.
The customer relationship does not end when the installation is finished. SlabOS brings direct-mail campaign preparation into the customer workflow so the office can work from its records and review the audience before a campaign goes out.
Filter the customer list you already keep in SlabOS, run direct mail from it, and send each filtered lead their own merge-field email from your own inbox. No export, no separate tool.
Read the clip: text and visual description
SlabOS - Customer List to Direct Mail + Email. On-screen text and picture, in order. The video has no voice-over; music and sound effects only.
Export the list to a mail house? And an email tool?
The old way: CSV, then a mail house, plus an email tool.
A short list of customer cards is copied row by row into a CSV spreadsheet.
1,284 accounts.
Already in SlabOS, with address, type and jobs.
A list of account cards, each with an address, a job count and a client type such as Builder, Designer, Residential, Homeowner, Contractor or Commercial.
Filter. Customize View, Filters.
Filter one: Type equals Builder. The count drops to 486.
Filter two: Jobs Count greater than 0. The count drops to 212.
212. Audience. Save as a view.
Six matching Builder accounts remain in the list.
Direct mail. From the same customer list.
The audience cards turn into envelopes, stack up and go out.
Email. Email leads, from your own inbox.
A message card opens with the greeting "Hi {{customer.name}}," and the merge field fills in: "Hi Ridgeway Homes,".
Merge fields fill per lead.
Send 64. 64 filtered leads with an email.
The button is pressed. A progress bar fills as one message per lead goes out.
Each lead gets its own email.
64 sent. Your leads. Your inbox.
No export. No separate tool.
SlabOS. Mail and email from your customer list. slabos.com. Book a demo.
Choose the customer context
Start with the people in the record.
Use the customer workflow to identify the intended audience. A stored address is useful input, but the office still needs to confirm that it is the right destination for the campaign. A billing address, a builder’s office and a project site can represent different recipients.
- Choose the audience deliberately.
- Review the address associated with each recipient.
- Keep the reason for the campaign clear.
Prepare the campaign
One message for this audience.
The walkthrough follows customer information into campaign preparation. Review the selected recipients, message and available campaign options before committing to a send. Keep the creative tied to the service and audience instead of making the campaign a generic export of every contact.
- Check the recipient selection.
- Review the message and campaign details.
- Confirm the relevant sending options and charges in the workflow.
Review the handoff
Prepared is not delivered.
Campaign preparation, submission and delivery are different states. Use the campaign’s recorded status to understand where the work stands. Do not assume that opening a campaign or selecting customers means mail has already been sent.
- Inspect the current campaign state.
- Review errors or incomplete recipient details.
- Use the recorded result to guide follow-up.
Keep the relationship connected
Mail belongs to customer work.
Direct mail sits alongside the shop’s broader follow-up process. Customer history and project context help the office choose a useful message and a relevant next action. For email replies and inbox conversations, use the connected-email workflow rather than treating a mail campaign as an email thread.
- Keep the customer context available.
- Use the correct channel for the follow-up.
- Review the example with the team responsible for campaigns.
Direct Mail Campaigns questions
Does selecting customers immediately send physical mail?
No. Recipient selection and campaign preparation should be reviewed before the sending step.
Is a customer’s project address always the mailing address?
Not necessarily. Review the intended recipient and address for the campaign.
See it with your shop’s workflow
Bring the job.
Walk through the handoff.
See the records, the decisions and the next step in a SlabOS demo.
Book a demo ↗Published by SlabOS · Workflow documentation reviewed October 6, 2026. Illustrations and clip examples use demonstration data.