Setting up a Campaign

With your contacts uploaded to the Postal platform, it's time to set up your first campaign! Navigate to the Campaign tab and click 'Create a Campaign'.

1. Select Contacts

To start, you’ll need to select which contacts will be a part of this campaign. Your options are to either manually select contacts one by one or leverage the filter options to add contacts based on Lists or Tags (or another filter option).

2. Choose an Item

Next, choose the item you wish to send. We have a multitude of options from customized postcards you can design to fine liquor.

3. Review and Send

Prior to sending your campaign, take time to review everything. Details to review are:

  • Campaign Name

  • Item

  • Option

  • Send On

  • Quantity

  • Contacts

At the bottom of the page, the user will also be able to review the total spend for the campaign. Ready to go? Click 'Send Item', and you’re all set!

Postal Pro-Tip! If you'd like to add multiple contacts to a Campaign, it is recommended you create a List or a Tag for your Campaign. From there, you can add the contacts you wish to be part of the Campaign to your created List or Tag for easy adding. Happy sending!

Did this answer your question?