Sections in Postal

Contacts

  • Add Tags (Icon) - Assigned to contacts to provide a filter
  • Contacts - My Contacts & Favorites
  • My Contacts - User’s contacts
  • Favorites - Favorited contacts by the user
  • Delete Contacts (Icon) - Delete contacts individually or collectively
  • Favorites (Icon) - Added Contact(s) to a Favorites List
  • Filters - Company, Create Date, First Name, Last Name, Last Send, Tags & Title
  • Company - Company’s name
  • Create Date - Date that contact was created in Postal
  • First Name - Contact’s first name
  • Last Name - Contact’s last name
  • Last Send - Date of when the last Postal was sent
  • Tags - A filter option for contacts
  • Title - Title of a contact
  • Import Contacts - Action to manually import your contacts from .csv, .xls, or .xlsx files; great option for those who do not have a CRM that is integrated with Postal
  • Send Playbook (Icon) - Action to add contact(s) to a Playbook
  • Send Postal (Icon)- Send contact(s) a Postal
  • Saved Lists - Group(s) of Contacts taken from the main list of Contacts
  • Save to List (Icon) - Save Contact(s) to a new or existing list

Campaigns

  • Campaigns - A way to send direct mail or gifts to multiple contacts at once
  • Saved Lists - A specific list of Contacts within Postal
  • Stats - Sent, Cost & Cost per Touch
  • Sent - the amount of Postals (direct mail & gifts) that have been sent by Users
  • Cost - the amount (in dollars) of how much has been spent on Postals
  • Cost per Touch - also known as CPT, is the average spend on Postals; (Total Cost / Sent = CPT)
  • Tags - A way to narrow down or specify a list or collection of contacts

Integrations

  • Postal Everywhere - This extension allows you to quickly customize and send Postals to your contacts, while also showing you the status of Postals you have previously sent. You can add contacts to lists, campaigns and Playbooks within the extension, in addition to tags and lists. These features allow you to work within your connected CRM and sales/marketing platforms to make you the most productive

Marketplace

  • Marketplace - The Postal Marketplace is where all Categories (direct mail & gift options) are visible to Admins and Managers for approval for use by Users
  • Categories - All Postals are sorted by Category for easy filtering
  • Popular Items - Carousel display of the top approved gift options sent by Users

Postals

  • Postals - Admin-approved direct mail & gift options for Users to send
  • Filters - Status, Type, Paper Weight, Paper Type & Size
  • Status - Postals currently in draft (not yet approved for Users by Admin)
  • Type - Direct mail style type (Postcards, Notecards & Brochures)
  • Paper Weight - Options of paper weight
  • Paper Type - Finish Options: Glossy & Satin
  • Size - Dimensions of Postals

Playbooks

  • Playbooks - A series of actionable touch points segmented by intervals of time
  • Stats - Started, Completed, Cost per Touch & Total Cost
  • Started - Date of Playbook cycles that have begun
  • Completed - The amount of Playbooks that have ended their respective cycles
  • Cost per Touch - The average amount spent on Postals
  • Total Cost - Total amount spent on Postals

Profile / Profile Settings

  • Account Settings - Four Sections: Account Info, Custom Logo, Saved Messages, Gift Emails
  • Billing - Accounts, Budgeting, Plans
  • Budget Remaining - The amount of funds available for a User to spend on Postals
  • Dynamic Pricing - Volume discounts for Direct mail (Available in any subscription level above PAYG)
  • Flat Pricing - This pricing is used for our PAYG users. Dynamic Postal pricing available in Professional, Business or Enterprise subscriptions
  • Handwriting - Section where User selects their default handwriting style
  • Integrations - Place to connect your CRM to Postal to sync the two systems
  • Roles - The different user types in Postal
  • Setup Checklist - An automated guide to help with the setup of the Postal Account
  • Subscription Types
  • You - This subsection of Profile Settings displays your individual Postal Stats, Campaigns & ability to edit sections of your User Profile
  • Users & Teams - Section that allows the Admin to view all Users, Invitations, and Teams

Reporting

  • Cost per Touch (CPT) - CPT is your average cost for Postals sent
  • Delivered - The amount of Postals have been successfully delivered per USPS tracking
  • Recent Activity - The current status of sent Postals (Action, Delivered & Update)
  • Reporting - View real-time performance highlighting action within the platform, such as: Recent Activity, Total Cost, Total CPT (Cost per Touch), Touches and Delivered
  • Total Cost - The amount (in dollars) spent on Postals
  • Total CPT - The average cost for all Postals sent
  • Touches - The total amount of Postals sent to contacts

Triggers

Triggers - An automatic action that takes place after a change is made via the integration partner (integration must be enabled to use in Postal). This action will either: Send Contact a Postal, Add a Contact to a Playbook, or Do Nothing

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