Key Concepts in AutoLetter
4 min readLast updated: February 20, 2026Getting Started
key-conceptsworkspacecampaigntemplatebasics
Was this article helpful?
Was this article helpful?
Before you get started with AutoLetter, it helps to understand the most important concepts. This article explains the five core terms you'll encounter throughout the software.
Your workspace is your personal work area in AutoLetter. It's automatically created during registration and contains all your data:
All data within your workspace is completely separated from other users. No one else has access to your campaigns, customers, or templates.
Each account has exactly one workspace. All your activities take place within this workspace.
A campaign is the heart of AutoLetter. It defines which customers receive which letter and under what conditions. There are two campaign types:
The most common type. A recurring campaign runs continuously and automatically sends letters when new customers meet the defined filter criteria. Example: Every customer who places their first order and is from Germany automatically receives a thank-you letter.
A one-time campaign is executed once and sends letters to all customers who meet the filter criteria at the time of activation. Ideal for seasonal promotions, special offers, or targeted mailings.
Every campaign includes:
A template is the design of your letter -- what your customers will actually hold in their hands. AutoLetter offers two ways to create templates:
The built-in editor lets you design letters directly in AutoLetter. You can:
{first_name}, {last_name}, {last_order})Alternatively, you can upload a pre-designed PDF file. AutoLetter automatically inserts the recipient address and can replace predefined placeholders. This option is ideal if you already have professional print templates you want to continue using.
You can create as many templates as you like and assign them to different campaigns. For example, you can use different letter designs for different customer groups or occasions.
An integration is the connection between AutoLetter and your data source. Through integrations, customer data and order information flow into your workspace. AutoLetter supports the following integration types:
| Integration | Description |
|---|---|
| Billbee | Automatic import of order data from your Billbee account. Synchronization at configurable intervals. |
| Shopify | Direct connection to your Shopify store via the AutoLetter app. |
| CSV Import | Manual upload of a CSV file with customer addresses. Flexible column mapping. |
| REST API | Programmatic connection via the AutoLetter API (v2). For custom systems and individual automations. |
You can use multiple integrations simultaneously. AutoLetter automatically detects duplicate customers based on address data and merges them (customer merging), ensuring no one receives the same letter twice.
The budget is your cost control tool. You set for each campaign how much you want to spend at most. There are two budget types:
Limits daily spending. AutoLetter stops sending for the day once the daily limit is reached and resumes the next day. Ideal for recurring campaigns where you want to distribute costs evenly.
Limits the total spending of a campaign. Once the budget is exhausted, the campaign is automatically paused. Ideal for one-time campaigns or when you have a fixed marketing budget.
AutoLetter uses a pay-per-letter model. The cost per letter includes printing, enveloping, and postage. There are no monthly fees. Add a payment method via Stripe before you launch your first campaign.
In the dashboard, you can always see the current budget consumption, reserved amounts for letters being processed, and a forecast of how long your budget will last at the current rate.