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Getting Started
Start here
Set Up Your Postalytics Account Profile
Send Samples
Build A Postcard Or Letter
Create A Campaign
Send Yourself Samples
Getting started with Agency edition
Build Your Agency Profile
Customize Your Agency Branding
Postalytics dashboard
Tracking Code Overview
Getting Started With Postalytics
Platform Demo Video
Using Postalytics
Direct Mail List Tips Preparation and Import
File Preparation
Import .CSV or Excel Files
Direct Mail Contact List Tips
Contact Data Field Lengths & Info
Domains
Domains
Using QR Codes
How To Use QR Codes In Postalytics
Managing files
Setting permissions for files
Restoring files that have been moved to trash
Changing owners of files and folders
Recovering permanently deleted files
Design Templates
Template editor
Create Direct Mail Postcard Templates In Postalytics
Direct Mail Creative Templates
Template Editor Overview Video
Create Direct Mail Letter Templates in Postalytics
The Proofer – Generate A Direct Mail Template Proof
How To Copy Templates From One Client Account To Another
Direct Mail Background Images Video
Build Direct Mail postcards with other design tools
Build Direct Mail Postcards With Other Design Tools
Prebuilt Direct Mail templates
Prebuilt Direct Mail Templates
Template library
How To Manage Your Direct Mail Template Library
Copy A Direct Mail Template For New Campaigns & Testing
Custom envelopes
How To Create Custom Envelopes
How To Order Custom Envelopes
Personalization with variable data
Personalization – Variable Data
Personalization – Variable Logic
Personalization – Variable Images
Personalization – Variable Return Address
Postalytics asset manager
The Postalytics Asset Manager
Integrations
Connect
Connect
Webhooks
Incoming Webhook Integrations
How To Trigger Direct Mail From Incoming Webhooks
Incoming Webhook Authentication And HTTP Request Info
Webhooks
Salesforce
Salesforce Integration
Salesforce Integration Overview & Video
Salesforce Authentication, User Configuration and Permissions For Direct Mail Integration
Import Salesforce Mailing Lists For Smart Send Campaigns
How To Trigger Direct Mail From Salesforce Workflows
Use Postalytics Status Codes In Salesforce
Hubspot
Import HubSpot Lists For Smart Send Campaigns
How To Trigger Direct Mail From HubSpot Workflows
HubSpot Triggered Drip “Test Mode”
Use Postalytics Status Codes In HubSpot
Personalize HubSpot Landing Pages With pURLs
Add A New HubSpot Mailing List
HubSpot Integration Setup
How To Trigger Direct Mail From HubSpot Sequences
Zoho
Zoho CRM Integration Overview
Setup The Zoho CRM Postalytics Integration
Step 1: Set Up The Custom Field for Postalytics Status Codes
Step 2: Set Up the Postalytics Connect Integration
Step 3: Trigger A Zoho Webhook To Set Up Mapping
Step 4: Complete the Integration Setup
How to Manage Your Integrations
Import Lists from Zoho CRM for Smart Send Campaigns
Trigger Direct Mail From Zoho CRM Workflows
Use Postalytics Campaign Events In Zoho
Zapier
Zapier Direct Mail Integration Overview
Zapier Integration Setup
How To Setup The ‘Send and Track a Postcard or Letter’ Mail Zapier Action
Setup New Campaign Event Zapier Trigger
Zapier Triggered Drip “Test Mode”
Use Postalytics Status Codes Via Zapier
Zapier ActiveCampaign Direct Mail Integration
Zapier Pipedrive Direct Mail Integration
How To Use The Zapier Infusionsoft by Keap Direct Mail Integration
Zapier GreenRope Direct Mail Integration
Zapier Act-On Direct Mail Integration
How To Separate First And Last Name Fields With Code By Zapier
Zapier Google Sheet Direct Mail Integration
How To Use The Zapier Zoho Direct Mail Integration
ActiveCampaign
ActiveCampaign Integration
How To Trigger Direct Mail From ActiveCampaign Automations
Use Postalytics Campaign Events In ActiveCampaign
Infusionsoft/Keap
Infusionsoft/Keap Integration
How To Trigger Direct Mail From Infusionsoft Keap Automations
Campaigns
Campaign creator
Campaign Creator Video Overview
Direct Mail Campaigns
Postalytics Paper and Print Specifications
Build Direct Mail Campaigns In Client Accounts
Campaign delivery
Delivery Times
Smart send campaign
How to Send a Smart Send Direct Mail Campaign
Add A Mail Drop For Multi-touch Campaigns
Triggered drip campaigns
FTP Batch Drip Campaigns
How to Send a Triggered Drip Direct Mail Campaign
Triggered Drip Campaign Test Mode
How to Edit a Template Used In An Ongoing Triggered Drip Campaign
Campaign dashboard
Postalytics Home Dashboard
Direct Mail Dashboard Terms And Definitions
Understanding Direct Mail Activity In Your Campaign Dashboard
Understanding the Rest of Your Direct Mail Campaign Dashboard
Get A List Of Delivered Mail Or Returned Mail
Postalytics Analytics Overview Video
Cancel a campaign
Cancel a Campaign
Direct Mail campaign settings
Direct Mail Campaign Settings Page
Archived campaigns
Archived Campaigns
Lists
Direct Mail lists - edit, append
Edit a Contact List
Direct Mail Lists
Invalid Contact List Records
Edit List Mapping
Append A Direct Mail List
Delete a Contact List
Search for contacts
Search For Contacts Across Mailing Lists
Purchase a Direct Mail list
Purchase A Mailing List
Account & Billing
Your account
My Account
Changing account details
Inviting your team onboard
Set Up Multiple Users With Different Access Rights
Postalytics Log Viewer
Postage Permit for U.S. Nonprofits
Canada Post Permit Configuration
USPS Self-funded Postage Permit Configuration
Plans & credits
Change Plans
Direct Mail Credits
Profile
Setup or Update Your Profile
Change Password
Change Email Notifications
Monthly invoices
Monthly Invoices
Orders
Payment Method
Analytics
Tracking and status codes
Delivery And Response Status Codes
Delivery Tracking Events Start Date
Re-routed Scans
Returned to Sender Scans
Analytics & reports
Campaign Mail Events Report
Direct Mail Analytics
Analytics Overview Video
Using pURLs and QR codes
What Is A pURL? and 6 other quick pURL Q&A’s
pURL Format and Structure Guide
How To Test Your pURLs and QR Codes
Domains For Redirecting pURLs and Personalized QR Codes
Online Response Tracking: pURLs, QR’s & Domains
5 Easy Steps To Create pURLs In Postalytics
Vanity Domains For Direct Mail
QR Codes
Postalytics tracking code
Tracking Code Overview
Landing page personalization
Landing Page Personalization Options
Agency
Agency Accounts
Postalytics Agency Edition Overview
Set up Agency Client Accounts
Create Your Own Master Client Account
Client Account Payment Methods
Client Account Users and Access Rights
Managing Multiple Agency Client Accounts
Access Client Settings from the Agency Homepage
Add New Client via Email Invite
Managing Agency Edition
Agency Creative Template Management & Distribution
Setup Your Agency Payouts
Update Profit Margin% for Payouts, Bank Account or Debit Card Info
How to Distribute Direct Mail Credits among Client Sub Accounts
Update Client Account Credit Card/Payment Method
Failed Credit Card for Client Orders
How to Set Client Level Spending Limits for Triggered Campaigns
Agency Account Reporting
Review/Download Commission Transactions & Payouts
Review Client Account Orders
Manage Client Account Direct Mail Credits
Review/Download Monthly Agency Subscription Invoices
FAQs
Using Postalytics
How do I sign up for a Postalytics account?
What do I need to create a list based campaign?
What do I need to create a Triggered Drip Campaign?
Account & Billing
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?
What’s the difference between downgrading to the free plan and canceling my account?
How do Direct Mail Credits work?
How do I buy Direct Mail Credits?
What are the options for reloading Direct Mail Credits?
Do Direct Mail Credits expire?
Why will I lose my Direct Mail Credits if I downgrade my plan?
Do I have to pay with a credit card?
What if I have questions while connecting to the API?
Campaigns
How To 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?
How can I review the final mailpiece?
Can I cancel a campaign after it is sent?
How long will it take for my mailing to print and deliver?
How long is my campaign data available?
Lists
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?
Are there character limits in the data fields?
What happens to invalid records?
Does Postalytics check for duplicate records?
Can I purchase a Direct Mail List through Postalytics?
How do I search for an individual contact over multiple lists?
Can I edit or remove a contact across mailing lists?
Personalization
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?
Why can’t I change or delete the address area in the templates?
Can I add variable data, variable logic, and/or variable images?
How do I add a pURL or QR Code to the template?
Can I copy a template?
Why do I have to Proof my templates?
Analytics
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?
How much extra does it cost for pURLs and/or QR Codes?
What do I need to set up a pURL or QR Code?
Does the QR code work like a pURL?
Can I re-use the same vanity domain for multiple campaigns?
Why would I want to purchase a vanity domain if there is a free domain?
How does the tracking work?
What pages can be tracked in Postalytics?
How do I know my pURL or QR Code is set up correctly?
What is test mode?
Webhook Integration
When would I use the Incoming Webhooks Integration?
Where can I find my Authentication/API Key?
Can I get status updates back from Postalytics through Webhooks?
Are my incoming mail requests and outgoing events logged anywhere so I can review?
Trial
Can I invite my team members on the free trial?
I want to trial a different plan. How do I go about this?
How many days can I trial a plan for?
Salesforce
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?
Where can I find the status codes in Salesforce?
Why can’t I see my status updates?
How often are the status codes updated?
Agency Edition
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?
Can I Copy Templates From One Client Account To Another?
How Can I Set Up My Clients To Login With Various Access Privileges?
Zapier
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?
Hubspot
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?
Where can I find the Postalytics Status Codes in HubSpot?
How often are the status codes updated?
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Changing owners of files and folders
Modified on: Thu, 17 Feb, 2022 at 7:38 AM