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Build Direct Mail Campaigns In Client Accounts

Once you’ve setup your Agency Account and at least one Client Account, you can build direct mail campaigns in Client Accounts.

thank you note direct mail template - postalytics

The Good News

As a Postalytics Agency Account user, you’ve got access to all Postalytics features and our best per piece pricing. You can build direct mail campaigns in an account you’ve setup for yourself, or in your client accounts, that work exactly the same way that they work in a regular Postalytics Pro Account. Below are links to the help articles that can get you started:

Client Account Management Tools

To build great direct mail campaigns for your clients, you’ll need to access some tools that will make the process easy:

Direct Mail Credits – Purchase credits that work like stamps. Get volume discounts!

Integrations – Easily integrate Postalytics with many different client CRM and Marketing Automation tools, setting up the authentication for CRM/Marketing Automation integration individually for each of your clients.

Review our Salesforce, HubSpot and Zapier integration documents.

Domains – Manage domains for the pURLs on your client’s mailpieces. Buy a Vanity Domain or configure and External Domain.

Direct Mail Lists

Upload lists from files (.CSV, Excel), import them from your client’s CRM or Marketing Automation tool, or buy mailing lists for your clients.

Learn more about Postalytics List Management

Creative Templates

Postalytics gives you many options to create and manage beautiful, high performing direct mail postcard and letter templates. Learn about Postalytics Direct Mail Templates.

Do you have a designer building postcards offline in Adobe Photoshop, Illustrator or InDesign? Have them download the Postalytics Style Guide in the Build Direct Mail Postcards Offline article.

Variable Data

Learn how to personalize the content in your templates with the Variable Data and Variable Logic articles.

pURL and QR Codes

Learn more about pURLs/QR Codes, and how to think about their structure in our pURL Format & Structure Guide.

Direct Mail Campaign Setup

You can send two types of campaigns through Postalytics:  Smart Send and Triggered Drip Campaigns. The primary difference is that a Smart Send campaign uses a list that you import into Postalytics via various means, while the Triggered Drip campaign “listens” for a trigger from your CRM or Marketing Automation tool to send out individual pieces of mail. Learn more about each in the articles below:

How To Setup A Smart Send Campaign

How To Setup A Triggered Drip Campaign

Tracking Code

We often get questions about the Postalytics Tracking Code used to measure online response from the pURLs and QR Codes. Here’s a quick overview guide that you can use to get you started.

Personalized Landing Pages

Did you know you can personalize landing pages using data from your direct mail campaign? Postalytics has a very cool tool that lets you insert Variable Data and Variable Logic into the HTML of any web page that your audience might visit.

Campaign Analytics

Postalytics provides deep insight into what happens after you send direct mail. You can standout from your Agency competitors by delivering data backed analysis of campaigns. Learn how to navigate the Campaign Dashboards here.

What’s Next?

After you’ve setup a campaign for one client, you might want to copy a direct mail template to other Client Accounts. Please see the next article in our Agency Edition Help Docs:

 COPY TEMPLATES INTO DIFFERENT CLIENT ACCOUNTS

Learn More About Postalytics

We love talking with clients, partners and marketers of all types about how Postalytics can be used to solve problems and build great campaigns. If you’d like to talk with us about our pricing or any other part of Postalytics – please reach out!

Contact Postalytics

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