1. Home
  2. Support
  3. Postalytics User Guides & Documentation
  4. Getting Started With Postalytics

Getting Started With Postalytics

 

When you first create your account and login to Postalytics, you’re presented with three easy options. You can:

The page with these options will appear when you login until you begin the process of setting up your first campaign.

Getting Started With Postalytics, Build, Send, Campaign

Get Your Account Setup For A Campaign

Postalytics has set up a “Getting Started With Postalytics” checklist to walk you through the setup and campaign process step by step. Follow these steps on you will be on your way to creating a direct mail piece that can be in the mail in 5-7 business days.  We walk you through the necessary steps to get you up and running.

Getting Started With Postalytics - Checklist

Step 1: Complete Your Profile

From Profile you can edit your login details, profile information, and billing information.  This information must be filled out in order to use Postalytics. In addition to the Profile Tab there are several other tabs that are helpful when managing your account.  

Enter all the information under Billing Information.  If this matches the information for the Profile, you may check the ‘same as profile’ box:

When you completed your Profile click on Save Profile

Getting Started With Postalytics - Create Profile

Step 2: Setup Tracking

Track your online visitors when you install the tracking code on your website, set up a domain and integrate with your CRM.

Postalytics uses Personalized URLs (pURLs) and tracking codes to measure each target’s response on any landing page, website or e-commerce site. pURLs are generated in the campaign wizard using a domain you’ve configured in Postalytics. A unique pURL is printed (or placed in a unique QR Code) on each mailpiece. When your audience enters their pURL, they’ll be redirected to your landing page of choice, where tracking begins.

Get the status of each target integrated into your CRM or Marketing Automation. Each status change can then trigger further marketing or sales workflows or actions.

Set Up Your Tracking Code

Setting up your tracking code is only 2 steps.  You just need to copy and paste the tracking code then validate it works.  

Step 1. – Copy/Paste the code

Drop the code on the right hand side of the page into your web pages or content management system. This will act as the bridge allowing us to track online activity of folks who visit you online from the mail pieces.

Getting Started With Postalytics - Setup Tracking Code

Step 2 – Validate the code

Type in the web URL of the website you just installed the tracking code for.  Then click “Validate”.

Set Up a Domain

There are several domain options available to you .  You can create a new Vanity Domain or use Postalytics free domain (p.ostal.us).

Postalytics developed a simple, fast & not technical process to find and configure vanity domains from within the Postalytics platform. You can easily search for, purchase and manage vanity domains  marketing campaigns. Click here for the step by step instructions on How to Purchase and Register a Vanity Domain .  If also have the option of adding an External Domain.

Connect to CRM or Marketing

Get Postalytics delivery and online response status codes in your CRM or Marketing Automation Platform.

Postalytics currently has HubSpot Integration only at this time.  Click for detailed instructions on how to setup your HubSpot Integration.

Step 3: Import a List

The first step in creating any personalized campaign with Postalytics is adding or uploading a contact list that contains your customers’ information. Postalytics uses your customer information to generate pURLs (personal URLs), or QR (Quick Response) codes. Postalytics allows you to import lists directly from HubSpot.

Or, you can upload a CSV or Excel file to create your Postalytics Contact List.  Postalytics will use your import file to create a Contact List containing all the necessary information to run your campaigns.  Keep in mind that Postalytics will de-duplicate your list using first name, last name, city, state and zip code to ensure that you don’t send duplicate mailings.

Postalytics is currently available to deliver personalized, tracked postcards and letters to U.S. addresses. Non U.S. addresses will be added in the future.

Before you upload a new contact list, it’s a good idea to review our help article Contact List Tips to ensure that your list is in the correct format.

Here are step by step instructions on how to add an Excel/CSV file or a HubSpot File.

Read this article for Contact List Tips.

Getting Started With Postalytics - Import Contact List

Step 4: Build a Template

Postalytics offers a variety of methods for creative templates.  You can Create In Postalytics which is easy to use the streamlined, intuitive Direct Mail Editor to build a template from scratch.  It’s as easy as email!

Or Choose Pre-Built Template from one of our growing library as your starting point. You can modify any/all components for your needs.

Finally, you can Build Offline and use the Postalytics Style Guide to build all or part of your template in Adobe Photoshop, Illustrator or InDesign.

Getting Started With Postalytics - Create Template

Step 5: Create a Campaign

Postalytics Campaigns includes all aspects of a campaign: design a direct mail postcard or letter campaign, list management, track mail delivery and response analysis.

In Postalytics , you can build and deploy two types of direct mail campaigns. Both are powerful and unique to your marketing goals.

Smart Send – Design and launch a direct mail campaign from a single place.  Track offline and online activity down to the individual.  Personalize online landing pages for a unique experience.

Triggered Drip –  Integrate direct mail drips into your CRM workflows.  Simple integration extends your CRM to leverage the power of offline mailings.  Direct mail can be created automatically based on an action or trigger.

The Postalytics Wizard walks you thru the entire process step by step for creating a campaign. It will not let you move to the next step until the current one is completed with all required fields.

Click here for step by step instructions in developing a Smart Send Campaign.

Click here for step by step instructions in developing a Triggered Drip Campaign.

Postalytics is currently available to deliver personalized, tracked postcards and letters to U.S. addresses.

Getting Started With Postalytics - Create Campaign

Getting started with Postalytics should be a simple process. If you have any questions or thoughts, please reach out via the support chat or Contact Us page.

 

 

 

 

 

 

 

Tags
Was this article helpful to you? Yes 1 No 1

How can we help?