Agencies, API & integrations

Optimized Catalog and Seamless Ordering Experience for Real Estate Marketing

Way Better Postcard specializes in print marketing solutions for real estate professionals, offering a comprehensive range of products including direct mail postcards, brochures, and property marketing materials. The ordering process encompasses essential steps such as audience selection, product configuration, design upload, and mailing options. CMSMART played a pivotal role in enhancing the online presence of Way Better Postcard by refining the overall user experience. This involved streamlining product categorization, simplifying the ordering workflow, and integrating user-friendly design tools to facilitate better service discovery and ordering efficiency.

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Optimized Catalog and Seamless Ordering Experience for Real Estate Marketing - project preview

The challenge

Background

Way Better Postcard, a leading provider of real estate marketing solutions, offers an array of services tailored for real estate agents and brokerages, including direct mail postcards, brochures, and customized marketing collateral. The company's focus on integrated marketing and production allows them to serve their customers efficiently with streamlined processes.

The Challenge

Despite having a diverse range of offerings, Way Better Postcard faced challenges in presenting their services effectively online. Customers experienced friction in navigating product options and completing their orders, which hampered the overall user journey and potentially affected conversion rates.

Goals

To address these challenges, the goals included enhancing the online catalog structure for better service discoverability, improving the user journey through a smoother ordering process, and facilitating easier product customization options for users.

The solution

CMSMART's Solution

CMSMART provided strategic insights to transform the online ordering experience for Way Better Postcard. This included:

  • Revamping product categorization for improved service discoverability.
  • Streamlining the ordering process to minimize steps and enhance user flow.
  • Integrating an intuitive design tool that allows users to upload artwork and customize their orders seamlessly.

Implementation Overview

The implementation approach involved several key phases: initial analysis of the client's existing online presence, identification of pain points in the customer journey, and the development of optimized solutions tailored to the needs of both the business and its customers.

Outcome

Outcomes

As a result of these enhancements, Way Better Postcard now enjoys a more organized portfolio that showcases their diverse service offerings, with clearer categories and a significantly improved ordering experience. Customers can now select products easily, upload designs, and configure their orders, leading to a more streamlined workflow from quotation through to production and fulfillment.

Conclusion

CMSMART's contributions have led to better visibility of Way Better Postcard’s services and a more efficient online ordering system, fostering growth and client satisfaction within the real estate marketing space.

What the workflow covers

  • Cleaner catalog navigation

    Makes it easier for real estate buyers to find the right product type—postcards, brochures, booklets, signs, or data services—without hunting through confusing menus.

  • Faster ordering with fewer drop-offs

    Reduces friction by guiding customers through a predictable flow from audience selection to checkout, helping you capture more completed orders.

  • Better artwork intake

    Encourages correct design submissions through structured upload and template paths, reducing production delays caused by missing or incorrect files.

  • Clear mailing vs. shipping choices

    Helps customers confidently choose print-and-mail, EDDM-style options, or print-and-ship—cutting down on support questions and order edits.

  • Smoother payment completion

    Supports a more reliable payment step so orders don’t get stuck mid-way, improving cash flow and reducing manual follow-ups.

  • More consistent handoffs to fulfillment

    Improves internal readiness by capturing the information you need (options, audience details, artwork status) before work begins, reducing rework and missed details.

  • Improved customer confidence

    A clearer storefront experience builds trust for time-sensitive real estate marketing, where buyers want a straightforward path to launch campaigns quickly.

  • Easier scaling for busy seasons

    Standardizes ordering steps and messaging so your team can handle more orders without adding the same amount of manual coordination.

What clients say

Ordering feels much more straightforward

Customers can find the right print products faster and move through configuration and checkout without getting lost. It noticeably reduced basic “how do I order?” questions.
primic12

Artwork submission is less painful

The flow makes it obvious when to upload a design versus customize a template. We see fewer incomplete orders and fewer back-and-forth messages before production.
Fixtel

Payment completion and handoff improved

We’ve had fewer stuck orders because the checkout and follow-up steps are clearer. It’s easier for our team to move an order forward without manual chasing.
Rockomountain

Better structure for real estate marketing products

The categories and product flow match how agents actually shop—postcards, brochures, and mailing options are clearer, and it’s easier to compare choices.
tickertrackergoose

Great foundation, needed small tweaks

This was a strong starting point and matched our print-and-mail workflow well. We still needed minor wording and option adjustments to fit our exact services.
AltIvanAltIvanAltIvan

Questions about this project

It’s ideal for print and print-and-mail businesses serving real estate agents and brokerages—especially those selling direct mail postcards, brochures, booklets, signs, and related mailing list services.

It improves product discovery and the path to purchase: selecting an audience/list, configuring print options, submitting designs (upload or template), choosing mail or ship options, and confirming payment and next steps.

They can upload print-ready artwork or use templates/design tools, depending on how you configure your storefront. A paid plan is recommended if you want extra validation steps and reliable monitoring.

Yes—this setup is designed to present clear choices for mailing versus shipping and to reduce confusion during checkout. You can tailor the labels and steps to match your service offerings.

It can be adapted for multi-team ordering and branded experiences, but enterprise features often need extra configuration (roles, approvals, billing rules). A paid plan is best for priority support and ongoing changes.

It supports a guided experience where customers can upload their own lists and move forward without getting stuck. For advanced list rules, filters, or approvals, a Pro plan helps with stability and maintenance.

You can set up key messages such as order confirmation, proof-ready reminders, payment completion prompts, and fulfillment updates. For higher deliverability and better tracking, consider a Pro plan.

A basic setup can be completed quickly once your catalog and options are defined. More complex catalogs (many categories, mailing variations, and enterprise rules) may take additional configuration and testing time.

It supports a clean payment completion step and handoff so orders don’t stall. Your payment provider and exact checkout rules still need to be connected and tested in your environment.

You’ll typically provide your product categories, key configuration options (sizes, finishes, turnaround), artwork submission rules, mailing/shipping choices, and the notification messages you want customers to receive.

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