Congrats! You're all set up in your Postal account and ready to boost engagement with your prospects and clients.

This article will be your guide to help jump-start getting started.

Importing Contacts

When you import contacts, you will have the option to either upload an XLS or CSV file. You can also import contacts from the CRM your company uses or connect your CRM with integration to sync over your contacts seamlessly.

To manually import via a list of contacts, click 'Import Contacts' under the Contacts tab to begin this process.

When importing from an XLS or CSV, select the format of the file you are uploading. From there, select the file on your device containing your contacts' information. They will be loaded in the Postal platform shortly after. Make sure to remap the fields to ensure the contact data accurately reflects what you had in your file. Doing so will allow you to effectively filter your contacts in your Postal account, which can be helpful in understanding who to include in campaigns.

See Importing Contacts from Excel or a CSV

List from a CRM

Log in to the CRM provider your company uses to store contacts.

Once you're in, you will have the option to either 'Import all Contacts' or 'Choose Contacts to Import'. When they are uploaded to the Postal platform, you will have to remap the fields to ensure the contact data is accurate.

Creating a Campaign

Congrats! Your contacts are loaded in the Postal platform, and it's time to set up your first campaign. Navigate to the Automation tab, select Campaign, then click 'Create a Campaign'.

This process is broken down into three easy steps.

1. Select Contacts

To start your campaign, you need to select which contacts you are going to want to include.

Select either 'Choose Single Contacts' or 'Choose a Contact List'.

Use the check box on the far left to select single contacts from a list if you wish to individualize the campaign. Or, choose a contact list you already have in your Postal account.

2. Choose an Item

Next, choose the item you wish to send. The item will have to be approved by your administrator. We have a multitude of options from customized postcards to fine liquor.

3. Review and Send

It's time to review and send your item. You can either have the item sent instantly or select a time for it to be sent.

Double-check the contacts to make sure they are the ones you selected. For personalized items, you should also check to see if the item is designed correctly by clicking through the preview option prior to sending. Please note if you utilize Account Variables, they will auto-fill with the correct information.

At the bottom of the page, you will see the price per contact for your campaign as well as the total cost of the campaign.

If everything checks out, click 'Send Item' and your item is en route!

Setting up a Playbook

Playbooks are multiple-step sends that allow you to create a timeline to send multiple items out over the course of a set number of days.

To build a Playbook, select the Automations tab, then click Playbooks. You are able to select approved Templates and Saved Messages to send in a Playbook. Users can add contacts at any point in time after a Playbook is created and saved.

Set up a Playbook from Scratch

Once you select Playbooks from the Automations tab, select 'Start Here' and you will be given the option to name your playbook and set up your first step.

Once you click 'Add a Step', you will be able to choose your item from the approved items in your Marketplace. After you select your item, you may write or select a message to go with it.

Once your message is set, enter a number into the Playbook Step Delay field to select how many days into the cycle you would like your first step to send. When your message, timing, and item details look good, click 'Save Step'.

From there, you will be brought back to the original Create Playbook page where you will have the option to click the 'Add a Step' button again to add another step to your Playbook. Wash, rinse, and repeat with whatever item/message combination you would like to include.

When you are done adding days to your playbook, click 'Review and Save'. Double-check one last time to make sure each day of your playbook includes the correct item and message, then click 'Save Playbook'.

You can now access this in My Playbooks and your Users will be able to send out the Playbook you created!

Setting up Items in Marketplace

Clicking on the Marketplace tab in the top menu on our software will lead you to what we call our Marketplace, which is our Direct Mail and Gifting options readily available for you to select from. You can view all the items in the Marketplace by selecting All Items, but Users will only be able to send items approved by their Administrator. Approved items ready for send can be found under the My Items tab under Marketplace.


Another key component to the Postal product is analytics. We want to enable your company to be data-backed to empower great decision-making and iteration.
Click the tab all the way to the right on your top menu bar labeled "Reporting". From there, you will be directed to a dashboard holding information on your overall Postal performance.

Key Metrics:

  • Cost Per Touch (CPT): a measurement of how much it costs to have a contact be delivered and interact with your item. This varies based on the cost of the items you send and the number of Contacts in the campaign.

  • Items Queued, Sent, and Delivered: measurements to track progress throughout your send cycle.

  • Total Contacts Engaged: total number of contacts who interact with your sent items.

We hope this provided a great, high-level overview of our product.

Each of these subjects has separate, more in-depth articles dedicated to them, so make sure to read those if you need more information about a specific feature.

Have more questions? Feel free to search our Help Center or reach out to our Support Team!

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