1. Home
  2. Support
  3. Postalytics User Guides & Documentation
  4. Getting Started With Postalytics
  5. FAQs – Getting Started with Postalytics

FAQs – Getting Started with Postalytics

How do I sign up for a Postalytics account?

You can quickly sign up for a Free Postalytics account on our Registration Page. You’ll then be guided through the account set up wizard to ensure you’ve covered all of the steps.

What do I need to create a list based campaign?

There are a few things you’ll need to create a list based Smart Send Campaign.

First, be sure to have a credit card entered on the Payment Method page of your account. You can also purchase Direct Mail Credits ahead of time which can save you money.

Then, you’ll need a Mailing List. Excel or .csv files can be directly imported into Postalytics. It’s a good idea to review our document Contact Data Field Lengths & Info for important formatting tips.

If you don’t have a list, that’s no problem at all. We can help you purchase or rent a high quality, targeted direct mail list.

Next, you’ll need your creative design. Postalytics makes this easy with three different design options:

No matter what method you use, you’ll need to proof your template before it can be used in a campaign.

If you’ll be using a pURL or QR Code on your mailpiece, you’ll want to either purchase a Vanity Domain or set up your own External Domain to host the pURL/QR Code. The Postalytics Tracking Code will need to be added to your website or to each of the webpages you’d like to track.

Once these pieces are ready to go, you’ll be able to create your Campaign and our Campaign Wizard will walk you through each step so that nothing is missed.

What do I need to create a Triggered Drip Campaign?

For a Triggered Drip Campaign, you’ll need to have your CRM workflow set up with a ‘Trigger’ that will let Postalytics know to send the mailpiece.

You’ll need your creative design. Postalytics makes this easy with three different options for your creative design:

No matter what method you use, you’ll need to proof your template before it can be used in a campaign.

Next, create your Triggered Drip Campaign within your Postalytics account, using one of our Direct Integration options or Webhooks. If you’re using the Zapier Integration, you’ll also need to set up your Zap to communicate between your CRM and Postalytics, but creating your Postalytics Triggered Drip Campaign will be done first.

A Triggered Drip Campaign is automatically set to ‘Test Mode’ and you’ll want to be sure to test the campaign before it’s toggled to live mode.

You’ll be able to complete your testing without any cost, however, when you’re ready to go live with the Triggered Drip Campaign, Direct Mail Credits are required to run the Campaign. You can buy these through the Campaign Dashboard, or on the account Direct Mail Credits Page. We recommend these be set to auto-renew so there won’t be any issues with running out of credits.

Was this article helpful to you? Yes No

How can we help?