Creating a New Campaign -- The 4-Step Wizard

3 min readLast updated: February 20, 2026Campaigns

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With the AutoLetter campaign wizard, you can create a complete mail campaign in just four steps. From the name to the budget, you're guided through each step -- including a cost preview and summary.

You need a payment method on file before you can launch a campaign. Set this up under Settings > Payment.

Step 1: Basic Settings

Choose a descriptive campaign name -- this helps you quickly find campaigns in the overview.

Then select the campaign type:

Recurring: Runs continuously and automatically captures new orders. Ideal for welcome letters or ongoing customer retention.
One-time: Sends to a fixed group at the time of creation. Perfect for seasonal promotions or one-off campaigns.

Then select your data sources -- the shops and integrations from which AutoLetter should pull order data (e.g., Shopify, Billbee, CSV import).

Already in this step, you'll see an initial cost preview that gives you an overview of the expected expenses.

Step 2: Define Target Audience

Specify who should receive your letters. Two filter levels are available:

Quick filters:

All customers
Repeat buyers
First-time buyers
Returns

Advanced filters:

Order count, customer lifetime value (CLV), average order value, and more
Various operators like "contains," "greater than," "starts with"

You can combine quick filters and advanced filters to precisely narrow down your target audience. You also set the location filter here (default: DE/AT/CH) and the delay period after purchase.

Step 3: Template and Print Settings

Select one of your letter templates or create a new one directly in the template editor.

Then configure the print settings:

Color or black & white: Color printing looks more premium but costs more.
Duplex or simplex: Double-sided or single-sided printing.
Cover letter: Optionally add an additional cover letter.

The price preview shows you the cost per letter -- broken down by domestic (Germany) and EU-wide shipping.

Step 4: Schedule, Budget, and Summary

Set the time period:

Start date: When should the campaign begin?
End date: Until when should letters be sent? (optional for one-time campaigns)

Define your budget:

Daily budget: Between 25 EUR and 2,000 EUR -- controls the maximum daily spending.
Total budget: Up to 25,000 EUR -- the upper limit for the entire campaign.

Enter your sender address that will appear on the letters.

Finally, you'll see a complete summary of all settings. Review everything carefully and click Launch Campaign.

Your progress is saved automatically. If you leave the wizard, you can pick up where you left off on your next visit.