FAQs
Getting Started (4)
Using Postalytics (2)
Design Templates (10)
- What sizes and formats can I use?
- How can I design a postcard or letter?
- How can I design a custom envelope?
- Where can I find the templates and specs to build offline?
- Can I upload a PDF?
Integrations - HubSpot (7)
- What are the differences in the HubSpot Integration Versions?
- Can I have more than one HubSpot Integration in my Postalytics account?
- Can I send Smart Send and Triggered Drip Campaigns with HubSpot?
- Why do I need to create my Postalytics Triggered Drip Campaign first?
- How do I know if my HubSpot trigger is working?
Integrations - Salesforce (8)
- What edition of Salesforce do I need to integrate?
- Can I have more than one Salesforce Integration in my account?
- Can I send Smart Send and Triggered Drip Campaigns from Salesforce?
- Why do I need to create my Campaign first?
- How do I know if my Salesforce trigger is working?
Integrations - Webhooks (4)
Integrations - Zapier (5)
- Will my CRM integrate with Postalytics through Zapier?
- Can I connect to Postalytics through Zapier if I don’t have a CRM?
- Why do I need to create my Postalytics Triggered Drip Campaign first?
- How do I know if my Zapier connection and trigger is working?
- Does the Postalytics status code write back to my CRM through Zapier?
Campaigns (9)
- How Do I Search For A Mailpiece In A Campaign?
- What is a Smart Send Campaign?
- What do I need to send a Smart Send Campaign?
- What is a Triggered Drip Campaign?
- What do I need to send a Triggered Drip Campaign?
Lists (11)
- What file types can I import?
- Is there a specific format I should use?
- What fields are required?
- What if my Zip code is missing the leading zero?
- Can I add fields for personalization?
Account & Billing (13)
- Why should I fill out my Profile? Where is the information used?
- Can I change my username and password?
- I need to have system notification and billing emails sent to multiple people. How can I do that?
- Can more than one user have access to my account?
- How do I change my plan?
Analytics (14)
- Where do I find the analytics?
- What’s the difference between the home page dashboard and the campaign dashboard?
- Where can I find the terms and definitions for each of the dashboard stats?
- Why aren’t my stats updating?
- How do I download or run reports?
Agency (7)
- How Does The Postalytics Agency Edition Work?
- Do The Campaigns Work Like A Non Agency Account?
- Can I Setup An Account For My Own Marketing?
- How Can I Send My Clients Samples?
- Who Bills The Client?