Triggering direct mail from your GoHighLevel CRM is made to be simple when set up through the Postalytics/GoHighLevel Integration option. 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 'API Key' on the left hand side. This page contains the private key for your account for all webhooks to your account: it's the key that tells us you are you. Notate down, or copy the Authorization Header, as this will be required for use later within your GoHighLevel workflow webhook.
Now, head to the marketplace by clicking on 'Connect App Marketplace' in the upper righthand corner, then select 'details' under the GoHighLevel icon. You’ll be taken to the following page:
Click 'Add Integration', and a popup will appear, giving you the opportunity to name your integration, as well as enter the API key from your GoHighLevel account.
This is necessary to allow Postalytics to “talk” with your GoHighLevel account.
Leave this window open, open a separate tab and login to your GoHighLevel account. You’ll find the API key under Settings > Business Profile > General Information.
For more information on obtaining your API key, please visit: How to update your API keys : HighLevel Support Portal (gohighlevel.com)
Copy and paste the GoHighLevel API key into the box on the Postalytics popup page that you left open previously, then click ‘Next’.
On the following screen, you’ll be able to select which event updates you would like Postalytics to sync back as tags on the matching contact. With this option, you can easily set up direct mail to be a trackable part of your multi-channel marketing strategy or other automated workflows.
Learn more about Using Postalytics Campaign Events In GoHighLevel.
Select which, if any, events you would like updates on and click ‘Next’.
Postalytics will now await a test webhook sent from a GoHighLevel webhook flow in order to connect and set up the data mapping. Leave this window open.
Navigate back to your GoHighLevel account, then head to Automations > Workflows to create a new workflow.
For the workflow to set up the connection, use the trigger 'Contact Changed'. This will start the workflow upon any contact within the system changing its details.
Next, add an action, and search for the action 'Webhook'. A webhook here will be used to send data to Postalytics from your various triggers for Triggered Drip Campaigns.
In the webhook, you’ll set up the following details:
Set the method to POST.
The URL will come from the wizard window left open in Postalytics.
Under 'Send a test Webhook from GoHighLevel', there is a test URL available to copy, this is the listening point we will be sending the initial set up to. Copy this URL and paste it into the URL field of the webbook action within your GoHighLevel workflow.
Under Headers, add two sections.
The first is Authorization, and the data field is the Authorization Header that you notated or copied from the Postalytics API Key page. Additionally, this key is provided in the Request Headers section of the wizard under the request URL
The second is Content-type and the data field is application/json
Your webhook should resemble the following:
Save your webhook.
Now it is time to test to make sure the workflow is active.
In the upper left-hand corner of the window, click the 'Test Workflow' button, and select an account to test with.
Return to the open wizard window in Postalytics. You should now have the ability to map the fields coming in from GoHighLevel to the proper fields used by Postalytics.
For each field, scroll through and match them together.
Click complete once they are mapped properly. Your GoHighLevel integration is now ready to use!
To use GoHighLevel for a specific campaign, you’ll need to create a new Triggered Drip Campaign, selecting GoHighLevel as source of data, then completing all of the remaining steps to set up the campaign.
Alternatively, for a Smart Send Campaign, you may import contacts directly from GoHighLevel via tags associated with them. For more details, see our help article, “Importing Contacts For a Smart Send Campaign From GoHighLevel''.
Once your Triggered Drip Campaign is set up, some of the details from it will need to be added to the webhook workflow created within GoHighLevel.
Open your campaign list, find the newly created campaign, click on the ellipsis next to it, and select 'Settings'.
This will bring you to a page with the information about your current active Triggered Drip Campaign.
Copy the Webhook URL", and add that as the URL in our GoHighLevel workflow webhook instead.
The original URL used in the set up step was a test URL for the initial connection only.
Each campaign you create will require its own GoHighLevel workflow webhook pointing to the individual Triggered Drip Campaign's specific URL.
Additionally, all workflows in GoHighLevel will need to be flipped from draft mode to publish.