With the Zoho 2-way Integration, not only can you send data to Postalytics, you can also receive delivery and response campaign data in the form of Event or Status Codes directly from Postalytics, giving you the ability to initiate automations from direct mail that have never previously been possible.
What Do I Need To Do To Start Receiving Status Codes?
The first step to being able to utilize this extraordinary feature is to ensure that you’ve completed all of the necessary Integration steps outlined in our Setup the Zoho CRM Postalytics Integration document.
What Are Postalytics Event Or Status Codes?
Because of our integration with the USPS Intelligent Mail Barcode system and our patented response tracking tools, Postalytics has the ability to track the delivery and response of individual mail recipients. These results, Event or Status Codes, are reported on to your Postalytics Campaign Dashboards, and when you choose to receive these Status Codes back to your Zoho CRM, you’ll be viewing those same Status Codes, in real time.
You’ll be able to select from all of the codes listed below:
MailPieceCreated – the mailpiece final PDF has been generated and sent to the print delivery network for fulfillment.
Addressed – some campaigns will create an event when the addressing of the mailpiece is completed.
Printed – some campaigns will create an event when the printing of the mailpiece is completed.
Mailed – the mailpiece has received the initial scan from the USPS (this is often 12-24 hours after the hand-off from the printer to the USPS).
InTransit – the mailpiece is being processed at the entry/origin facility.
InLocalArea – the mailpiece is being processed at the destination facility.
ProcessedForDelivery – 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.
ReRouted – the mailpiece is re-routed due to recipient change of address, address errors, or USPS relabeling of barcode/ID tag area.
ReturnedToSender – the mailpiece is being returned to sender due to barcode, ID tag area, or address errors.
pURLOpened – the recipient has visited their pURL. Each visit will trigger a new event.
pURLCompleted – the recipient has visited their Goal URL. Each visit will trigger a new event.
Status Codes for Canadian Mailings
Because Canada Post does not provide tracking through the mail stream, mailings in Canada will have fewer Status Codes that will appear in Zoho. For Canadian mailings, the Status Codes that you will see are:
MailPieceCreated – the mailpiece final PDF has been generated and sent to the print delivery network for fulfillment.
Addressed – the addressing of the mailpiece has been completed.
Printed – the printing of the mailpiece has been completed.
Mailed – the printer has handed off the mailpiece to Canada Post.
pURLOpened – the recipient has visited their pURL. Each visit will trigger a new event.
pURLCompleted – the recipient has visited their Goal URL. Each visit will trigger a new event.
Common Postalytics Event Code Use Cases
Postalytics and Zoho can be easily used together to automate many tasks that have traditionally been too hard, time consuming or expensive to attempt with traditional direct mail technology. Some typical things that marketers focus on include:
- Sending an email to a mail recipient based on the timing of the mail delivery
- Triggering the next step in a workflow
- Sending a text message to a sales rep when a mail recipient completes their online goal URL
If you’d like to brainstorm with us on great use cases for Postalytics Status Codes in your Zoho CRM, let us know! We’re here to help!