When you create a new HubSpot Triggered Drip Campaign it’s in “Test Mode” by default.
“Test Mode” is a unique Postalytics feature that allows you to test your integrated Triggered Drip Campaign to make sure that it is working properly, without producing mail or using your Direct Mail Credits.
When you trigger mail to your campaign in Test Mode, it will generate a PDF that you can easily review. The PDF is exactly what gets created in a “Live” campaign, it just doesn’t get printed and mailed.
You can send triggered drips from HubSpot Workflows to your Postalytics campaign, in Test Mode, while you tweak and configure your creative, your data and/or your integration. Toggling your campaign between Test Mode and Live Mode is quick and easy and can be done as often as you like.
Test your Triggered Drip – Trigger A Mailer To Be Sent
In order to test your triggered drip, you’ll first need to “fire” a trigger from your HubSpot Workflow. You can fire as many tests as you like while in Test Mode.
Step 1: Go to your HubSpot Workflow and choose the Enroll feature to send a test contact to your Triggered Drip Campaign. You’ll need to make sure they have a proper name and address (without proper name and or company and address information, the test will not work).
After you’ve selected a Contact to test, with the appropriate data to fulfill the test, you should review the Workflow History feature within HubSpot to ensure that your Contact was properly processed by the HubSpot Workflow and handed off to Postalytics. If there was a problem, it would be indicated here in the History section. Note: whenever you have concerns about your HubSpot Workflows integrating with Postalytics – check the History feature.
Step 2:
In the Postalytics app, visit the dashboard for your Triggered Drip Campaign, in test mode.
When you trigger mail to your campaign in Test Mode, it will generate a PDF that you can easily review. Click 'Preview Created Mail'. A popup window will appear with a PDF of each mailpiece generated for your test records. The PDF is exactly what gets created in a “Live” campaign, it just doesn’t get printed and mailed.
Remember that since you are in test mode, none of these pieces have actually been sent to the printer. However, once your campaign has been toggled to “Live Mode” and your triggers are coming through, clicking 'Preview Created Mail' will show live mail that has actually been sent to the printer.
When you’re happy with the results, you can flip your HubSpot Workflow live and your Postalytics Triggered Drip campaign to Live Mode, and then purchase your Direct Mail Credits, if needed.
To Turn Your Campaign “Live” You Need Credits
Before your campaign can be turned live, you’ll need to have at least 100 Direct Mail credits for the format that you’ve chosen. (By format, we mean the creative format/postage combination, such as 4×6 First Class, 6×9 Standard, or Custom Envelopes). If you already have credits, your campaign will seamlessly turn live.
If you don’t have at least 100 credits, you’ll need to purchase them. A pop up window will appear when you use the toggle to switch to live mode from the Campaign Dashboard. if you do not have enough credits. Select 'Purchase Credits Now' and proceed with the steps to purchase credits.
Once live, your campaign will “listen” for your Automation tool to trigger it, and send the postcard or letter you’ve chosen to each recipient with no further interaction. You can just sit back and relax while the campaigns keep rolling along.