Our Zapier Active Campaign Direct Mail Integration makes it super easy to send automated postcards and letters to your audience with Postalytics. Your sales and marketing team can now trigger personalized direct mail through Active Campaign. The setup is easy and then even the least tech savvy people will be able to trigger personalized and tracked direct mail pieces. This is done through the Active Campaign Automation ‘Webhook’ Trigger. There are no minimums with Postalytics so start firing off those mailers!
How To Use The Zapier Active Campaign Direct Mail Integration
Essentially, Zapier acts as the intermediary between Active Campaign and Postalytics. Zapier is the easy to use, yet powerful integration platform that both Active Campaign and Postalytics have written interfaces to. In order to use the Zapier Active Campaign direct mail integration, you’ll need to do a little setup in each of the tools. Once it is setup, the Zapier Active Campaign direct mail integration will run for as long as you have Postalytics Drip Campaign Credits available.
Step 1: Set up a “Triggered Drip” campaign in Postalytics using the Zapier Action method
Postalytics Triggered Drip Campaigns are the revolutionary new way that individual mail pieces can be automatically sent to Active Campaign Contacts. Setting up the campaign involves creating a postcard or letter template, proofing it, and using the Postalytics Triggered Drip Campaign wizard. When you setup your Triggered Drip campaign, be sure to choose the Zapier Integration at the beginning of the process.
Follow the “Step One” instructions from the link below:
How To Setup The Send Direct Mail Zapier Action
Step 2: Set up your Active Campaign account to be direct mail ready
Note: Active campaign does not have ‘address’ ‘city’ ‘state’ and ‘zip’ as standard fields within a contact record. These fields are required to send mail through Postalytics. You will be required to create these ‘Custom Contact Fields’ within your Active Campaign account.
From Settings, choose App Settings
To create a new custom field:
Click “Lists” in the left menu to navigate to Lists Overview.
Click “Manage Fields” in the left menu:
Click the “New Custom Field” button in the top-right corner:
A modal window will appear with options for the format of your custom field. Select the text input format and click “Next.”
Type the name of the custom field and, if your format necessitates it, the names of any options. When you are done, click “Next.”
The outcome should look something like this:
Step 3: Create a “Webhook” in an Automation Trigger
There are many Automation Action options within Active Campaign. To connect with Zapier, you will choose “Webhook”.
You will now be asked for a Webhook URL. Here you will enter the Webhook URL given by Zapier while setting up the trigger.
Step 4: Creating your Zapier “Zap” between Active Campaign and Postalytics
The Active Campaign Trigger Login to your Account and click Make A Zap!
Choose Active Campaign from the directory for your Trigger.
Choose ‘New Automation Webhook’ as the Active Campaign Trigger and click Save.
Connect to your account by adding the API URL and API Key.
Login to your ActiveCampaign account; click “My Settings” in your account menu, then click the “Developer” tab. You will find the API URL and Key. Enter these and then test the connection through Zapier.
5. You will be given the Webhook URL. Copy the URL and return to Active Campaign to enter it to the Webhook Automation Action.
Webhook URL from Zapier
Webhook URL Entered in Active Campaign:
6. The created Webhook Automation Action will then look like this. Notice how it says “Post Contact Info To”
The Postalytics Send Direct Mail Piece Action – Sync Delivery & Response Stats Back
The Active Campaign Direct Mail Integration can also use the delivery and online response tracking from Postalytics to track exactly what happens after you send your mail!
In order to have Active Campaign track this data for your, you’ll need to setup the Postalytics Send Direct Mail Piece action within your Zapier account.
Choose Postalytics from the directory for your Action
Choose Send and Track a Postcard or Letter as your Action.
Connect to your Postalytics account by entering your Username and Password.
Under Set Up Template, here is where you will need to map the Person from your Active Campaign Account to the Postalytics campaign. Zapier will pull from an existing Person in your Active Campaign database to assist with your mapping. Triggered Drip Campaign, First name, Last Name, Address, City, State and Zip are all required. It should look something like this:
Now you can Finish and Turn Your Zap On. Congrats, you are now able use the Zapier Active Campaign direct mail integration with Postalytics!
Time to Test!
Now put a test contact through your Automation to test that Active Campaign Direct Mail integration has been set up properly.
You can also follow through and test to make sure that the mailpieces flow through Zapier and Postalytics via our “Test Mode” capability within the Triggered Drip Campaign. Read Part 3 of this article to learn more:
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:
If you have any questions, don’t hesitate to reach out to via our Support Center.