It’s very easy to copy templates from one client account to another in your Agency Edition account. Here’s a quick article on how it works.
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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