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  1. Home
  2. Solution home
  3. Using Postalytics
  4. Managing files
  • 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

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