Once you’ve setup your Agency Account, and have at least one Client Account, you can begin building direct mail campaigns in Client Accounts.
The Good News
As a Postalytics Agency Account user, you’ve got access to all Postalytics features and our best per piece pricing. You can build direct mail campaigns in an account you’ve setup for yourself, or in your client accounts, that work exactly the same way that they work in a regular Postalytics Pro Account. Below are links to the help articles that can get you started:
Client Account Management Tools
To build great direct mail campaigns for your clients, you’ll need to access some tools that will make the process easy:
Direct Mail Credits – Purchase credits that work like stamps. Get volume discounts!
Integrations – Easily integrate Postalytics with many different client CRM and Marketing Automation tools, setting up the authentication for CRM/Marketing Automation integration individually for each of your clients.
Review our Salesforce, HubSpot and Zapier integration documents.
Domains – Manage domains for the pURLs on your client’s mailpieces. Buy a Vanity Domain or use our free, shared redirect domain.
Direct Mail Lists
Upload lists from files (.CSV, Excel), import them from your client’s CRM or Marketing Automation tool, or buy mailing lists for your clients.
Learn more about Postalytics List Management
Creative Templates
Postalytics gives you many options to create and manage beautiful, high performing direct mail postcard and letter templates. Learn about Postalytics Direct Mail Templates.
Do you have a designer building postcards offline in Adobe Photoshop, Illustrator or InDesign? Have them download the Postalytics Style Guide in the Build Direct Mail Postcards Offline article.
Variable Data
Learn how to personalize the content in your templates with the Variable Data and Variable Logic articles.
pURL and QR Codes
Learn more about pURLs/QR Codes, and how to think about their structure in our pURL Format & Structure Guide.
Direct Mail Campaign Setup
You can send three types of campaigns through Postalytics: Smart Send, Triggered Drip and Automated File Campaigns. A Smart Send Campaign uses a list that you import into Postalytics via various means, while a Triggered Drip Campaign “listens” for a trigger from your CRM or Marketing Automation tool to send out individual pieces of mail. An Automated File Campaign blends the two together, allowing for lists to be uploaded and sent at regular or irregular intervals into a single on-going campaign. Learn more about each in the articles below:
How to Set Up a Smart Send Campaign
How to Set Up a Triggered Drip Campaign
How to Set Up an Automated File Campaign
Tracking Code
We often get questions about the Postalytics Tracking Code used to measure online response from the pURLs and QR Codes. Here’s a quick overview guide that you can use to get you started.
Personalized Landing Pages
Did you know you can personalize landing pages using data from your direct mail campaign? Postalytics has a very cool tool that lets you insert Variable Data and Variable Logic into the HTML of any web page that your audience might visit.
Campaign Analytics
Postalytics provides deep insight into what happens after you send direct mail. You can standout from your Agency competitors by delivering data backed analysis of campaigns. Learn how to navigate the Campaign Dashboards here.