Postalytics makes it easy to trigger direct mail from GoHighLevel, allowing you to send individual letters, postcards or self mailers, automatically, 24×7. After a bit of setup, direct mail is printed, mailed and tracked when GoHighLevel triggers Postalytics.
Set Up Your GoHighLevel Integration
Before you can trigger direct mail, you’ll need to set up your GoHighLevel Integration with Postalytics. If you haven’t yet set this up, please do so by following these directions.
Create A Postalytics Triggered Drip Campaign
To enable your workflow to send data to your Postalytics Triggered Drip Campaign, you’ll be setting up a Webhook action, based on the trigger of your choice.
The first step is to create your Postalytics Triggered Drip Campaign, using the Triggered Drip Campaign Wizard.
Start from the top menu navigation: Campaigns > New Campaign > Triggered Drip > HighLevel. The Wizard will walk you through each step in creating the campaign.
Note: If you don’t see HighLevel as an option, it means the Integration hasn’t been set up or completed. This will need to be done before moving forward.
Once completed, the webhook URL from your Postalytics Triggered Drip Campaign will need to be copied and added to the webhook workflow created within GoHighLevel.
To find the webhook URL, open your campaign list and locate the newly created campaign. Click on the ellipsis next to it, and select 'Settings'.
This will bring you to the information page for your Triggered Drip Campaign.
Leave this page open for now so that you can copy the Webhook URL, and add it as the URL in our GoHighLevel workflow webhook when you are at that step.
Create your Workflow in GoHighLevel
After you’ve got your Postalytics Triggered Drip Campaign set up, you’ll create your GoHighLevel Workflow.
From Automation, select ‘+ Create workflow’ in the upper righthand corner.
Here, you’ll have the option to select from a menu of pre-built workflows or start from scratch. Since triggering to Postalytics requires a webhook, you’ll want to select ‘Start from scratch’, and then ‘+ Create new workflow’.
Click the gray box in the top center ‘Add New Workflow Trigger’ and select the trigger of choice from the options on the left. For this article, we are selecting ‘Contact Changed’. Save your Trigger. If you have additional Triggers and/or actions for this workflow add those, otherwise, Select ‘Add your first Action’, then scroll down and select ‘Webhook’.
In the webhook, you’ll set up the following details:
Set the method to POST.
The URL will come from the Triggered Drip Campaign Settings window left open in Postalytics. Copy the Request Method 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 provided in the Request Headers section under the Request Method URL you just pasted above.
The second is Content-type and the data field is application/json, also in the Request Headers section.
Your webhook should resemble the following:
Click ‘Save Action’, and then ‘Save’ in the upper right hand corner. Your workflow is now ready.
Let’s test it out!
Your Triggered Drip Campaign in Postalytics is defaulted to ‘Test Mode’. All Triggered Drip Campaigns are set this way initially as a feature that enables you to test your workflow to make sure that it is firing properly, and that the connection to the Postalytics Campaign is working the way you want to. This can all be done in ‘Test Mode’ without actually sending mail and using your Direct Mail Credits!
To test the Workflow, you’ll first need to publish and save the workflow in GoHighLevel.
Next, we recommend manually updating one or more contacts, based on the trigger you selected, to trigger the workflow and send data over to Postalytics.
Back in Postalytics, navigate to the Campaign Dashboard. Here, in the upper right hand corner, you’ll see that the Campaign is set to ‘Test mode’.
In the middle left section, the number of records sent will be outlined under Contact List Health.
To view the test mailer(s) that were created, click on the ‘Preview Created Mail’ button.
A popup window will appear with a PDF of each of the test mailpieces generated for your test records. 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 triggers are coming through, clicking ‘Preview Created Mail’ will show live mail that has actually been sent to the printer.
With a successful test, you’re ready to flip your Postalytics Triggered Drip campaign to ‘Live Mode’, and, if needed, purchase your Direct Mail Credits.
To Ensure Your Campaign is ‘Live’ You’ll Need Credits
Postalytics Triggered Drip Campaigns will not function without at least 100 Direct Mail credits, in the correct format for the campaign. ‘Format’ refers to the creative format and postage combination. For example if you are mailing a 4×6 Postcard with First Class postage, you’ll need to purchase Direct Mail credits for 4x6 First Class. You cannot use credits that have been purchased for a different format and postage class.
If you already have credits, your campaign will seamlessly flip to Live Mode when you manually toggle it over from ‘Test Mode’.
However, if you don’t have at least 100 credits, in the proper format, you’ll need to purchase them. If you do not have enough credits, a pop up window will appear when the campaign is toggled to Live Mode on the Campaign Dashboard, where you can purchase them. Select ‘Purchase Credits Now’ and proceed with the steps to purchase credits.
Once live, with enough credits in queue, there is nothing more for you to do. The Campaign will “listen” for GoHighLevel to trigger it, and will send the postcard, letter or self mailer you’ve chosen to each recipient with no further interaction.