Triggering direct mail from your HighLevel CRM is made to be simple when set up through the Postalytics/HighLevel Integration. Then, once your Triggered Drip Campaign is set up, Postalytics will be “listening” and ready to receive your data for print, mail and tracking.
Let’s get started!
Within your Postalytics account, navigate to the Connect page, found in the drop down menu under your user name.
Next, click on “Connect App Marketplace” in the upper right corner.
The following screen will list all of the direct integrations that Postaltyics offers.
Click on “details >” under HighLevel.
Next, select “Add integration+”.
A popup will appear, asking you to confirm your HighLevel account.
Once selected, a second popup will appear, giving you the opportunity to name your integration, as well choose the Postalytics Status Events that you would like sent back into HighLevel. To learn more about using these Status Events, see our help doc, Using Postalytics Campaign Events In HighLevel.
Click “Next” to continue.
That’s it! The next screen you’ll see is the confirmation that the integration is complete and you’ll be ready to move forward.
To use HighLevel for a specific campaign, you’ll need to create a new HighLevel Triggered Drip Campaign.
Alternatively, for a Smart Send Campaign, you can import contacts directly from HighLevel using the tags associated with them. For more details, see our help article, Importing Contacts For a Smart Send Campaign From HighLevel.