Automate Sugar
Direct Mail Using Postalytics

Automate Sugar Direct Mail Using Postalytics

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Ways to use Direct Mail in Sugar

  • Use Marketing Automation to send Direct Mail to Leads that have changed status
  • Send Direct Mail, such as a Thank You Card, to Contacts in a specific list
  • Add Direct Mail tracking data e.g. received date, visited PURL, to a Contact’s record.
  • Reuse Direct Mail campaigns to get more interaction from prior lists
  • Automate sending a Direct mail postcard to an opportunity’s Primary Contact

How to send Direct Mail from Sugar

  • Trigger Direct Mail pieces when a new lead is created or changes status
  • Integrated into a list import for new entries or current ones
  • On a lead to contact conversion
  • One click to send Direct Mail to your entire contact list
  • Trigger that runs when an opportunity is set to closed-lost
  • Workflow rule on change in lead or new entries

What Is Postalytics

Direct Mail Automation, Tracking & Analytics

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