With the Salesforce Integration you’re able to import lists directly from Salesforce Contacts and Leads to send Smart Send Campaigns. And, you can also send Trigger Drip Campaigns with Salesforce Workflows.
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Agency
- Getting started with Agency edition
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Agency Accounts
- Set up Agency Client Accounts
- Create Your Own Master Client Account
- Agency Account Notifications
- Client Account Payment Methods
- Build Direct Mail Campaigns In Client Accounts
- Client Account Users and Access Rights
- Managing Multiple Agency Client Accounts
- Access Client Settings from the Agency Homepage
- Add New Client via Email Invite
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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
- How To Copy Templates From One Client Account To Another
- 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
- Getting Started
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Using Postalytics
- How to Use Postalytics Video Demo
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Design Templates
- FAQs
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Template editor
- Template Editor Overview Video
- Understanding the Postalytics Direct Mail Editor
- Direct Mail Creative Templates
- Create Direct Mail Postcard Templates In Postalytics
- Create Direct Mail Letter Templates in Postalytics
- Create Direct Mail 8.5x14 Letter Templates in Postalytics
- Create Direct Mail Bifold Self Mailer Templates In Postalytics
- The Proofer – Generate A Direct Mail Template Proof
- Direct Mail Background Images Video
- Build Direct Mail postcards with other design tools
- Prebuilt Direct Mail templates
- Template library
- Custom envelopes
- Personalization with variable data
- Postalytics asset manager
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Campaigns
- Campaign creator
- Campaign delivery
- Smart send campaign
- Triggered drip campaigns
- Automated File Campaign
- Campaign dashboard
- Cancel a campaign
- Direct Mail campaign settings
- Archived campaigns
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Lists
- Direct Mail List Tips Preparation and Import
- Direct Mail lists - edit, append
- Search for contacts
- Purchase a Direct Mail list
- Suppression List Files
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Integrations
- Connect
- ActiveCampaign
- HighLevel
- Postal Connector
- Klaviyo
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Hubspot
- Premium Integration and Basic HubSpot Integration Overview
- Premium Integration for HubSpot Contacts
- Premium Integration for HubSpot Company and Other Objects
- Premium - Trigger Direct Mail from HubSpot Contact Object
- Premium - Trigger Direct Mail from HubSpot Company or Other Object
- Premium - Import a HubSpot Contact List for Smart Send Campaign
- Premium - HubSpot Timeline Event Status Codes
- Basic Integration for HubSpot Contacts
- Basic - Trigger Direct Mail From HubSpot Contact Object
- Basic - Import a HubSpot Contact List For Smart Send Campaigns
- Basic - Event Status Codes In HubSpot Contacts
- How To Trigger Direct Mail From HubSpot Sequences
- HubSpot Triggered Drip Test Mode
- Personalize HubSpot Landing Pages With pURLs
- Infusionsoft/Keap
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Salesforce
- Salesforce Integration
- Salesforce Authentication, User Configuration and Permissions For Direct Mail Integration
- Salesforce Integration Overview & Video
- How To Trigger Direct Mail with Salesforce Outbound Messages and Flows
- Import Salesforce Mailing Lists For Smart Send Campaigns
- Use Postalytics Status Codes In Salesforce
- Webhooks
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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
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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
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Analytics
- Analytics & reports
- Postalytics tracking code
- Tracking and status codes
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Using Domains pURLs and QR codes
- Online Response Tracking: pURLs, QR’s & Domains
- Domains
- Domains For Redirecting pURLs and Personalized QR Codes
- Vanity Domains For Direct Mail
- What Is A pURL? and 6 other quick pURL Q&A’s
- pURL Format and Structure Guide
- 5 Easy Steps To Create pURLs In Postalytics
- QR Codes
- How To Use QR Codes In Postalytics
- How To Test Your pURLs and QR Codes
- Landing page personalization
- UTM Parameters
- Mailer Address Analysis
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Account & Billing
- Your account
- Plans & credits
- Profile
- Billing Activity
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FAQs
- Getting Started
- Using Postalytics
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Design Templates
- 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?
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Integrations - HubSpot
- What are the differences in the HubSpot Integration Versions?
- 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 Event Status Codes in HubSpot?
- How often are the status codes updated?
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Integrations - 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?
- Integrations - Webhooks
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Integrations - 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?
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Campaigns
- How Do I 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?
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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?
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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?
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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?
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Agency
- 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?
- Canada Mailings
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Postalytics Academy
- Postalytics Academy Sign Up and Login
- Postalytics Academy Courses