Get Your Account Setup For A Campaign

Postalytics has set up a “Getting Started With Postalytics” checklist to walk you through the setup and campaign process step by step. Follow these steps on you will be on your way to creating a direct mail piece that can be in the mail in no time.

Postalytics Getting Started Menu Set Up Steps

Step 1: Complete Your Profile

From Profile you can edit your login details, profile information, and billing information. This information must be filled out in order to use Postalytics. In addition to the Profile Tab there are several other tabs that are helpful when managing your account.  

Enter all the information under Billing Information. If this matches the information for the Profile, you may check the ‘same as profile’ box:

When you’ve completed your Profile click on Save Profile

Note: When you edit your account profile, you’ll be asked to confirm your password.

Getting Started With Postalytics - Create Profile

Step 2: Setup Online Tracking (Optional)

If you’re interested in setting up Online Tracking via pURLs and/or personalized QR Codes, we suggest you check out the pURLs, QR’s and Domains section of our help documents.

You can track the online visitors from your mailing when you install the tracking code on your website, set up a domain and integrate with your CRM.

Postalytics uses Personalized URLs (pURLs) and tracking codes to measure each target’s response on any landing page, website or e-commerce site. pURLs are generated in the campaign wizard using a domain you’ve configured in Postalytics. A unique pURL is printed (or placed in a unique QR Code) on each mailpiece. When your audience enters their pURL, they’ll be redirected to your landing page of choice, where tracking begins.

As an option, you can get the status of each target integrated into your CRM or Marketing Automation. Each status change can then trigger further marketing or sales workflows or actions.

Set Up Your Tracking Code

Setting up your tracking code is only 2 steps. You just need to copy and paste the tracking code in the HTML of the page you want to send visitors to and then validate it works. Another option is to load the tracking code into a content management system that enables you to add it globally for all pages on the site.

Step 1: Copy/Paste the code

Drop the code on the right hand side of the page into your web pages or content management system. This will act as the bridge allowing us to track online activity of folks who visit you online from the mail pieces.

Getting Started With Postalytics - Setup Tracking Code

Step 2: Validate the code

Type in the web URL of the website you just installed the tracking code for. Then click “Validate”.

Set Up a Domain

There are several domain options available. You can create a new Vanity Domain or use Postalytics free domain (

Postalytics has developed a simple, fast & easy process to find and configure vanity domains from within the Postalytics platform. You can easily search, purchase and manage vanity domains  marketing campaigns. Click here for the step by step instructions on How to Purchase and Register a Vanity Domain.

Connect to CRM or Marketing (Optional)

Get Postalytics delivery and online response status codes in your CRM or Marketing Automation Platform.

Postalytics currently has HubSpot, Salesforce Sales Cloud, and Zapier integration available in this checklist at this time.  Click for detailed instructions on how to setup your HubSpot IntegrationSalesforce Integration, or Zapier Integration.

Step 3: Import a List

The first step in creating any personalized campaign with Postalytics is adding or uploading a contact list that contains your customers’ information. Postalytics allows you to import lists from .CSV/Excel files, a Consumer, Occupant or B2B list purchasing tool, or directly from HubSpot or Salesforce.

Postalytics will use your import file to create a Contact List containing all the necessary information to run your campaigns.  Keep in mind that Postalytics will de-duplicate your list using first name, last name, city, state and zip code to ensure that you don’t send duplicate mailings.

Postalytics is currently available to deliver personalized, tracked postcards and letters to U.S. addresses (anywhere the USPS delivers, including Puerto Rico and US Territories). Non U.S. addresses will be added in the future.

Before you upload a new contact list, it’s a good idea to review our help article Contact List Tips to ensure that your list is in the correct format. A link to the article is here: Contact List Tips.

Import Contact List Integration HubSpot Salesforce Excel CSV

Step 4: Build a Template

Postalytics offers a variety of methods for creative templates. You can Create In Postalytics which is easy to use the streamlined, intuitive Direct Mail Editor to build a template from scratch.  It’s as easy as email!

Or Choose Pre-Built Template from one of our growing library as your starting point. You can modify any/all components for your needs.

Finally, you can Build Offline and use the Postalytics Style Guide to build all or part of your template in Adobe Photoshop, Illustrator or InDesign.

Getting Started With Postalytics - Create Template

Step 5: Create a Campaign

Postalytics Campaigns includes all aspects of a campaign: design a direct mail postcard or letter campaign, list management, track mail delivery and response analysis.

In Postalytics , you can build and deploy two types of direct mail campaigns. Both are powerful and unique to your marketing goals.

Smart Send – Design and launch a direct mail campaign from a single place.  Track offline and online activity down to the individual.  Personalize online landing pages for a unique experience.

Click here for step by step instructions in developing a Smart Send Campaign.

Triggered Drip –  Integrate direct mail drips into your CRM workflows.  Simple integration extends your CRM to leverage the power of offline mailings.  Direct mail can be created automatically based on an action or trigger.

Click here for step by step instructions in developing a Triggered Drip Campaign.

The Postalytics Wizard walks you through the entire process step by step for creating a campaign and won’t let you move to the next step until the current one is completed with all required fields, so you can be confident that all of the pieces needed are there.

Postalytics is currently available to deliver personalized, tracked postcards and letters to U.S. addresses.

Getting Started With Postalytics - Create Campaign