Major distinctions between Campaigns and Playbooks:

  • Campaigns are for a set group of contacts to send one piece of direct mail or one gift option to a select group of contacts for a specific date
  • Playbooks are the ability to send Postals in a series of steps within a given time frame

Playbooks

  • Available in subscription levels Business and Enterprise
  • Set up by the Postal Admin as a series of steps with a specific time frame for any selected contact recipients
  • Begin sending Postals once recipients are added to a Playbook
  • As an Admin you can start/stop a Playbook at any time and create multiple Playbooks
  • Users can add/remove contacts to a Playbook from the Postal Everywhere extension or while in the Postal platform

Campaigns

  • Available for use within any level of subscription and PAYG accounts
  • Campaigns can be scheduled out with a specific start calendar date (month, day, year and time) or sent as a send now to an assigned set of contact recipients
  • Users can schedule campaigns for sending Postals to a bulk of contact recipients at once

Reporting Settings:

Playbooks

  • Started - Live or disabled
  • Delivered - When the recipient received the Playbook
  • Cost per touch - How much was allocated per recipients
  • Total cost - Total spent

Campaigns

  • Cost - Budget amount allocated for send
  • Cost per touch - Cost allocated per recipient

Putting it all together:

Campaigns and Playbooks can run at the same time with the same contact recipients.

To locate each - find the respective tabs Campaign and Playbooks.

Happy Sending!

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