What do I need to create a list based campaign?
There are a few things you’ll need to create a list based Smart Send Campaign.
Then, you’ll need a Mailing List. Excel or .csv files can be directly imported into eduPostal. It’s a good idea to review our document Contact Data Field Lengths & Info for important formatting tips.
Next, you’ll need your creative design. Postalytics makes this easy with two different design options:
- Create a custom postcard template or letter template directly in the eduPostal Editor
- Upload your design built in another design tool
No matter what method you use, you’ll need to proof your template before it can be used in a campaign.
If you’ll be using a pURL or QR Code on your mailpiece, you’ll want to either purchase a Vanity Domain or set up your own External Domain to host the pURL/QR Code. The eduPostal Tracking Code will need to be added to your website or to each of the webpages you’d like to track.
Once these pieces are ready to go, you’ll be able to create your Campaign and our Campaign Wizard will walk you through each step so that nothing is missed.
What do I need to create a Triggered Drip Campaign?
For a Triggered Drip Campaign, you’ll need to have your CRM workflow set up with a ‘Trigger’ that will let eduPostal know to send the mailpiece.
You’ll need your creative design. eduPostal makes this easy with two different options for your creative design:
- Create a custom postcard template or letter template directly in our Editor
- Upload your design built in another design tool
No matter what method you use, you’ll need to proof your template before it can be used in a campaign.
Next, create your Triggered Drip Campaign within your eduPostal account, using one of our Direct Integration options or Webhooks.
A Triggered Drip Campaign is automatically set to ‘Test Mode’ and you’ll want to be sure to test the campaign before it’s toggled to live mode.
You’ll be able to complete your testing without any cost, however, when you’re ready to go live with the Triggered Drip Campaign, Direct Mail Credits are required to run the Campaign. You can buy these through the Campaign Dashboard, or on the account Direct Mail Credits Page. We recommend these be set to auto-renew so there won’t be any issues with running out of credits.