With our latest Premium Integration for HubSpot Contact Objects, you’ll be able to easily set up triggered direct mail from HubSpot Contact workflows. This means you can send individual pieces of direct mail (letters, postcards or self mailers) without human intervention, 24×7. It just takes a bit of setup and direct mail is printed, mailed and tracked when the conditions in HubSpot trigger Postalytics.

Setup Your HubSpot Premium Integration for Contact Objects 

Before you can trigger direct mail from HubSpot Workflows, you’ll need to configure your HubSpot Contact Object authentication in Postalytics. If you haven’t yet done this, check out our article, Premium Integration for HubSpot Contact Objects, and you’ll be ready to come back here within a few minutes.

Create A Postalytics Triggered Drip Campaign 

Postalytics uses the HubSpot Workflow Extensions tool to automatically enable your Triggered Drip Campaign to appear within HubSpot Workflows for Contact Objects. There’s no need to “Trigger a Webhook” and copy/paste URLs.

Create your Triggered Drip Campaign, using the Triggered Drip Campaign Wizard. Start from the top menu navigation, selecting: Campaigns > New Campaign > Triggered Drip > HubSpot Premium Contacts.

The Wizard will walk you through each step in creating the campaign.

Add an Action in Your HubSpot Workflow 

Once your campaign has been completed, Create your HubSpot Workflow, set your trigger, then click the plus sign to 'Add an Action'. This action will indicate that you want to trigger a mailpiece. 

Scroll down the right hand panel to the Postalytics section and select “Send Direct Mail with Postalytics”.

HubSpot Workflow Trigger

Map Your HubSpot Contact Data For Personalization 

Next, select the Triggered Drip Campaign just completed from the top dropdown and map the data from your HubSpot Contact record into Postalytics using the Contact Token dropdowns. Make sure to map all of the appropriate name, address and any other personalization fields that your creative template will use. 

You can choose from the standard Postalytics Contact fields plus an additional 10 user defined fields – referred to as Variable Data fields.

You can also use the data fields that you map to drive dynamic content with the Variable Logic feature. For example, you could map a Variable Data field to the “HubSpot Lead Score” field, then in the Direct Mail Template Editor, create logic to show one set of images and copy to the segment with Lead Scores under 50 and a different set to the segment with Lead Scores 50 and over.

The mapping process is pretty simple. See below:

WFE Mapping

Once the mapping is completed and authorized, the Triggered Drip Campaign is ready to test. 

Your Campaign Is In “Test Mode” By Default 

By default, all Triggered Drip Campaigns are initially set to “Test Mode“. 

This feature enables you to test that your workflow is firing properly and that the connection to the Triggered Drip Campaign is working the way you want to – without actually sending mail and using your Direct Mail Credits!

Test the HubSpot Workflow

To test the workflow, we recommend manually enrolling a contact with the Enroll button to trigger one or more test contacts.

Confirm in the Trigger Drip Campaign

Once you’ve tested a record or two, go back into your Campaign Dashboard and view the mailers created in the test. To do this, click the “Preview Created Mail” button in the upper right of the dashboard. 

A popup window will appear with PDF’s of each of the 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 your triggers are coming through, clicking “Preview Created Mail” will show live mail that has actually been sent to the printer.

You can also confirm the number of test records that were sent over by taking a look at the number of Total Valid Contacts in the left center area of the dashboard.

When you’re happy with the results, you can flip your HubSpot Workflow live and your Postalytics Triggered Drip Campaign to Live Mode. If you need to purchase Direct Mail Credits you’ll do that now. 

To Turn Your Campaign “Live” You Need Credits 

Before your campaign can be toggled from test to live mode, you’ll need to have at least 100 Direct Mail credits in the mail format that you’ve chosen for your campaign (by format, we mean the creative format/postage combination, such as 4×6 First Class, 6×9 Standard, or Custom Envelopes). 

If you already have credits, your campaign will seamlessly become live when you click the toggle. But, if you don’t have at least 100 credits, you’ll need to purchase them. A pop up window will appear when you try to toggle from test to live mode from the Campaign Dashboard. Select “Purchase Credits Now” and proceed with the steps to purchase credits.

Purchase Credits Warning Pop Up Direct Mail

Once you’re set with credits and your Triggered Drip Campaign is live, it will “listen” for your HubSpot workflow to trigger it, sending out the postcard, letter or self mailer with no further interaction. You can just sit back and relax while the campaign keeps rolling along.