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 Postalytics 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 a Campaign
- 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
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
  - Change Plans
  - Direct Mail 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

Modified on: Thu, 5 Jan, 2023 at 4:54 PM

Salesforce Integration

Salesforce Integration Overview - Direct Mail Automation

Postalytics has deep Salesforce integration that automates the direct mail sending and tracking process. The following Salesforce integration help docs are designed to help you in setting up the various integration points and in configuring direct mail campaigns.

There are several integration possibilities with Salesforce that can help to created automated workflows and data sharing with Postalytics. Postalytics and Salesforce both support the Oath 2.0 authentication standard for fast, secure and simplified integration.

Here you’ll learn how to:

Import Contacts, Leads, Campaigns or Accounts for Postalytics Smart Send Campaigns
Sync direct mail delivery and response status codes for each campaign into Salesforce Contacts or Leads in the Postalytics Status Section
Send triggered direct mail from Salesforce using Workflows and Triggered Drip Campaigns