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How To Setup The Send Direct Mail Zapier Action

The most common “Zaps” for Postalytics include this send direct mail Zapier Action. When you setup this Action, you’ll be able to use the Postalytics Triggered Drip Campaigns to send and track individual pieces of mail when your CRM, Marketing Automation or other applications trigger the action.

How To Set Up And Test The Send Direct Mail Zapier Action

In order to setup the send direct mail Zapier Action, you’ll first need to create a Triggered Drip Campaign in Postalytics. Here’s how to do it in a way that will let you test your send direct mail Zapier action without sending actual mail until you are ready. There are 3 parts to this process:

  1. Create a Triggered Drip Campaign in Postalytics
  2. Sign up/login to Zapier and create a Zap
  3. Test your Zap in Zapier, Postalytics and your other app

Part 1: Create a Triggered Drip Campaign in Postalytics

Before you can view or setup any type of mapping (standard or variable fields) between Postalytics and Zapier, you’ll need to first setup a Postalytics Triggered Drip Campaign with the Postalytics Template that you’ve already proofed.

Login to Postalytics and click on the Campaigns menu and click ‘New Campaign’. From here click ‘Triggered Drip’.  

send direct mail zapier action - create campaign

In the next screen, “Choose Integration” click on Zapier

Now step through the wizard and create a campaign

Step 1 – Basic info

Add in the return address for the postcards/letters

send direct mail zapier action - campaign name

Step 2 – Choose template

This will only show templates that have been proofed and ready for print

send direct mail zapier action - choose template

Step 3 – Tracking (only if you’ve defined a pURL or QR code in your template)

If your template has a tracking pURL or QR code on it, this step allows you to customize the pURL

send direct mail zapier action - audience tracking

Step 4 – Urls (only if you’ve defined a pURL or QR code in your template)

Define the landing page where you want your pURLs to redirect your mail responders to. This page should contain the Postalytics tracking code so we can track all activity.

send direct mail zapier action - urls

Step 5 – Postage

You can select either First Class or Standard Class postage for your Triggered Drip Campaign. You’ll see information that outlines the pro’s and cons of each.

Essentially, you can save money with Standard Class postage in exchange for a speed/reliability and delivery data with First Class.

standard mail triggered drip campaigns - postage option in wizard

Step 6 – Confirmation

Confirm all the settings for this campaign

send direct mail zapier action - confirmation

Step 6 – Preload Credits

You’ll need to fund the campaign with preloaded mail credits in order to use the send direct mail Zapier Action. Define the quantity of direct mail credits you want to purchase now to fund the campaign. Also define if you want these to automatically re-up or be done manually.

send direct mail zapier action - preload mail credits

Step 6 – Payment

Review totals and make payment for this campaign credits.

send direct mail zapier action - credit payment

Step 7 – Test Your Campaign BEFORE it goes live

You’ve now created a Triggered Drip campaign that is ready and waiting for a Zapier Trigger to kick off the piece of mail to a contact coming from the Trigger app. It is important to note that the campaign is in “TEST MODE”. This enables you to test out triggered mail without incurring charges.  

Zapier Triggered Drip Campaign

Part 2 – Sign Up for Zapier and Create a Zap

Next, you’ll need to either sign up or login to a Zapier account and “Make a Zap”.

1. When this happens…

The first step is to choose an Event or Trigger app.

The Event App is the application that you want to initiate the Action to send the postcard or letter via Postalytics. You can choose from a wide variety of CRM’s, Marketing Automation systems, Email Marketing systems, e-Commerce systems and more.

Boingnet is a lightweight marketing tool with a 60 day free trial. We’ll choose a Boingnet “New Contact Added” Event as an example. Each Zapier Event app has its own unique features, so your experience will vary slightly when you choose your CRM or other tool.

Click ‘Connect Account’ and login to a Boingnet account. Once logged in, choose the account and click continue. Then choose a list from your Boingnet account:

What you are doing is telling Zapier that when a new contact is added to Boingnet, use that data and send a direct mail out through Postalytics.

The final step of the Event app selection is to “Test Your Trigger”. In this case, Zapier will find a recent contact and try to pull it in to make sure the account and the trigger are setup correctly.

View the test data, and make sure you’re contact has a full name and/or company name and a postal mailing address (address, city, state and zip code)

2. Do This… Choose App & Event

Now set up the action by searching for Postalytics as the Action App. Your only action choice will be ‘Send and Track a Postcard or Letter’.

Choose and click continue. Next select your Postalytics account (you can have one Zapier account work with multiple Postalytics accounts) and then choose that account and click continue.

Next you need to choose the Postalytics Triggered Drip Campaign you want to use and map the incoming fields from Boingnet to the outgoing fields that will be sent to Postalytics. Map all the required fields as well as any optional ones you may have used in your mail piece.

The final step is a test. Let Zapier do this test. The Postalytics campaign is in test mode by default so no postcards will be sent. If all went well, you should see the screen below:

You can name your Zap and turn it on so that you can do a full, end to end test between your CRM/other tool and your Postalytics Triggered Drip Campaign.

Part 3: Test your Zap in Zapier, Postalytics and your other app

To fully test the zap, go to your Boingnet account (or other CRM/Trigger tool), open the list you choose above and add a new contact (or the trigger you chose for this Zap). You need to make sure they have a proper name and address. Click save and the Zap should fire.

send direct mail zapier action - boingnet contact test

At this point Zapier has done a test and you have done a test, so your campaign should have an audience of 2. If you test more contacts, this will increase. You can check the status of the zap by going to the Zapier dashboard and clicking ‘task History’. You should see your test in there like the sample below:

send direct mail zapier action - zapier task history

Now go back to Postalytics and visit the dashboard for the new campaign. You’ll access some tools at the top of the dashboard:

send direct mail Zapier action - Postalytics dashboard

Click the ‘Preview Created Mail’ and you will get a popup showing each piece of mail that has been generated. Since you are in test mode by default, this will show you all test mode postcards/letters (none of them are actually sent). If you flip the mail to live mode, this will show live mail that has actually been sent to the printer.

send direct mail zapier action - created mail review

You should be ready to flip the switch and go live. You’ll need to turn on your Zap in Zapier, and flip your Triggered Drip Campaign to Live Mode. You’ll be able to use the send direct mail Zapier Action for as long as you fund your Triggered Drip campaign with credits.

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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