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Setup New Campaign Event Zapier Trigger

Our New Campaign Event Zapier Trigger takes advantage of one of the groundbreaking features of Postalytics; the ability to track exactly where your mail is in both the USPS first class mailing tracing program, as well as how the recipients of your mail respond online. Postalytics uses status codes or “Events” to:

  • track the journey through the Postal Service
  • indicate that a mail recipient has entered their pURL to respond to your offer
  • trace mail recipients who have reached their “Goal URL” indicating campaign success

What to do with the New Campaign Event Zapier Trigger

Postalytics is a direct mail automation tool. Automation can mean many things, but in this context, there are a few use cases that stand out. The New Campaign Event Zapier Trigger can be used to automate things such as:

  1. Sending an email to a mail recipient based on the timing of the mail delivery
  2. Triggering the next step in an automation process in a marketing automation platform
  3. Sending a text message to a customer service rep when a mail recipient completes a purchase

What are the Postalytics Campaign Event Status Codes?

In Transit – The mailpiece is being processed at the entry/origin facility.

In Local Area – The mailpiece is being processed at the destination facility.

Processed for Delivery – The mailpiece has been greenlit for delivery at the recipient’s nearest postal facility. The mailpiece should reach the mailbox within 1 to 2 business days of this scan event. Our experience is that the majority of deliveries occur within 1 day of this scan.

**Note** Use this status code to trigger other actions based on mail delivery. For example, you can use the Processed For Delivery event, with a 2 day “Wait” in an automation sequence, to send automated messages out to coincide with mail delivery.

Re-routed – The mailpiece is re-routed due to recipient change of address, address errors, or USPS relabeling of barcode/ID tag area.

Returned to Sender – The mailpiece is being returned to sender due to barcode, ID tag area, or address errors.

pURL Opened – the recipient has visited their pURL. Each visit will trigger a new event.

pURL Completed – the recipient has visited their Goal URL. Each visit will trigger a new event.

None – a general error that occured

Error – the mailpiece is not created due to an error, such as invalid data (a non existent state code, for example).

Mailpiece Created – When an electronic version of the mailpiece is created prior to being printed.

How to set up the New Campaign Event Zapier Trigger

We’ll walk through the setup of a Zap that uses the New Campaign Event Zapier Trigger to send an email using the Email by Zapier Outbound Email action each time a mailpiece has a change in status. You’ll need a Postalytics account and a campaign set up, along with a Zapier account and a 3rd party app account (in this case, Email by Zapier).

Make a Zap & Select The Trigger

Login (or create) your Zapier account, click “Make a Zap” and select Postalytics as the trigger app:

New Campaign Event Zapier Trigger - Select Postalytics Trigger

Select the Postalytics Trigger Campaign

Click continue and then choose your Postalytics account (login/authenticate if you haven’t done so yet). Click continue and then choose the Postalytics campaign that will be the triggering campaign:

New Campaign Event Zapier Trigger - Setup Postalytics Event

Choose and configure the Action app

For the purposes of this example, we’ll choose a simple email application for the Trigger to initiate. Search for the “Email by Zapier” app and choose the “Outbound Email” Action:

New Campaign Event Zapier Trigger - Setup Email By Zapier Action

This will parse the event from the Postalytics direct mail campaign and email it to the chosen email addresses. More advanced uses would be to push this into a CRM as a new status of a custom field. Zapier will do a test at the end and you should get an email similar to the following:

Create New Campaign Event Zapier Trigger - sample email sent

To fully test, go to a Postalytics Campaign, select “Edit” from the menu and then click the “Preview Created Mail” button at the top of the campaign dashboard. View one of the postcards or letters and choose the pURL generated and type it into a browser to visit it. This will create a “Campaign Event” that will generate the email. When your email arrives, you know your New Campaign Event Zapier Trigger is properly configured and is generating the proper Action within the Zap:

New Campaign Event Zapier Trigger - Choose PURL

Want To Learn More About Zapier And Postalytics?

At Postalytics, we want to hear from marketers. If you have thoughts or questions on Postalytics or Zapier:

Contact Postalytics!

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