Triggers can be set up with Outreach sequences to trigger when a step becomes active. Before you start, make sure that Outreach is connected. If not, please check out the article Outreach Integration.
Let's Get Started
First, log in to Postal and click on the Automations tab, then select Triggers
Select 'Create A Trigger'
Select the sequence and step at which you wish to have a send automated. The send will be triggered when this step is active, not completed.
Name your Trigger so you can track its success in Postal's reporting.
Select the Action for your trigger - Start a Subscription or Send an Item. Once you have chosen your action, select 'Create Trigger'
From here, you will be directed to select an item for the sequence in Postal's Marketplace
Follow the prompts to pick out your approved and saved item for sending. Then, customize the message and select 'Create a Trigger'
Once a trigger is created, the send will be automated with the sequence step you selected for Postal to send. You do not need to create a general task for your sequence. However, if you prefer to send items manually, follow the steps in the article here to set up accordingly using the Chrome extension, Postal Everywhere.
Now, every time the step in the sequence you associated the Postal send with is completed, Postal will auto-send the chosen gift or direct mail selected to the contact. You don't have to create a generic task, Postal will auto-send once this step is completed -- It's that easy!
NOTE: Triggers pull from the Contact Owner’s funds/budget. Using "Send As" just changes the name and email the order is sent from.
How can we ensure that the gift email is sent from the Contact Owner and prospects/customers can book a meeting?
When you're enabling the Outreach automation, you'll have the ability to customize a few options. Starting with setting up "Send From", this is broken into 3 categories:
"Myself": which would be whoever created the trigger)
"Contact Owner": whoever owns the contact in Outreach)
"Specific User": whoever the person is building the sequence defines as the send from user
You'll want to select Send from "Contact Owner."
If you want prospects/customers to have access to the Contact Owner's calendar, you'll need to select:
"Before Item Acceptance": Contacts MUST request a meeting before accepting an item
"After Item Acceptance": Contacts are asked to request a meeting AFTER accepting an item
IMPORTANT NOTE: If selecting "Contact Owner" for 'send as', each "Contact Owner" will need to be set up and integrated with Postal (email and calendar):
"Contact Owner(s)" are set up with Postal access and associated with the correct team
"Contact Owner(s)" integrate their email to Postal
"Contact Owner(s)" integrate their calendar to Postal
If all the above is set up correctly, then the Postal Trigger can automate a gift email to send at the start of the selected step to prospects/customers placed in that defined sequence. The gift email will send from the Outreach contact owner's work email domain and allow prospects/customers to book time on their connected calendar.