Agency
Getting Started
- Start here
Using Postalytics
- How to Use Postalytics Video Demo
  - Platform Demo Video
Design Templates
- FAQs
  - What sizes and formats can I use?
- Template editor
- Build Direct Mail postcards with other design tools
  - Build Direct Mail Postcards and Self Mailers With Adobe® Design Tools
  - Using Canva Designs in Postalytics
- Prebuilt Direct Mail templates
  - Prebuilt Direct Mail Templates
- Template library
  - How To Manage Your Direct Mail Template Library
  - Copy A Direct Mail Template For New Campaigns & Testing
- Custom envelopes
  - How To Create Custom Envelopes
  - How To Order Custom Envelopes
- Personalization with variable data
- Postalytics asset manager
  - The Asset Manager
Campaigns
- Campaign creator
- Campaign delivery
  - Delivery Times
  - Postage and Mail Types in the U.S.
- Smart send campaign
  - How to Send a Smart Send Direct Mail Campaign
  - Add A Mail Drop For Multi-touch Campaigns
- Triggered drip campaigns
- Automated File Campaign
- Campaign dashboard
- Cancel a campaign
  - Cancel Mail
- Direct Mail campaign settings
  - Direct Mail Campaign Settings Page
- Archived campaigns
  - Archived Campaigns
Lists
- Direct Mail List Tips Preparation and Import
- Direct Mail lists - edit, append
- Search for contacts
  - Search For Contacts Across Mailing Lists
- Purchase a Direct Mail list
  - List Buying User Guide
- Suppression List Files
  - Suppression List Files
Integrations
Analytics
- Analytics & reports
- Postalytics tracking code
  - Tracking Code Overview
- Tracking and status codes
- Using Domains pURLs and QR codes
- Landing page personalization
  - Landing Page Personalization Options
- UTM Parameters
  - Using UTM Parameters in Postalytics
- Mailer Address Analysis
  - Postalytics Mail Address Savings Analysis
Account & Billing
- Your account
- Plans & Credits
- Profile
- Billing Activity
FAQs
Postalytics Academy
- Postalytics Academy Sign Up and Login
  - What is The Postalytics Academy and How Do I Access It?
  - Navigating the Postalytics Academy Portal
- Postalytics Academy Courses
  - Navigating Postalytics Academy Courses

Salesforce Integration Update

Modified on: Thu, 27 Jun, 2024 at 2:17 PM

Salesforce Integration Update Required!

What does this mean for you?

To ensure Postalytics provides you with the most current integration experience with Salesforce, we've upgraded our infrastructure to leverage the latest capabilities offered by Salesforce.

This enhanced integration brings several benefits:

Streamlined integration and authorization processes.
Ability to import Contact Lists directly.
Enhanced campaign capabilities utilizing the complete Salesforce setup, including creating new custom fields, linking them to objects (such as Leads or Contacts), and syncing event updates through outbound workflows.

How do I update my integration?

Updating your integration is quick and easy.

From your Postalytics username drop down menu, click “Connect”.

On the Integrations Home Page, click “Update” on the right hand side of your Salesforce Integration.

A pop up will appear prompting you to log into your Salesforce account..

Note: if you do not see the pop up window below, after clicking "Update" please be sure to allow pop ups during this process.

The update will happen automatically and you’ll then be back on the Integrations Home Page. That’s it! You’re all set with the updated integration and you’re ready to move forward sending mail.