Automations

Triggers, Campaigns, & Playbooks

14 articles in this collection
Written by Pat, Nick Jimenez, and Rae Foote

MagicLink

How to Create a MagicLink

Making a MagicLink

Written by Nick Jimenez
Updated over a week ago

MagicLink Approval Settings

How to set up and manage your MagicLink approval settings

Written by Rae Foote
Updated over a week ago

Managing Your MagicLinks

Edit, disable, and report on your MagicLinks

Written by Nick Jimenez
Updated over a week ago

Triggers

Triggers Explained

Overview of the Trigger automation

Written by Nick Jimenez
Updated over a week ago

Salesforce Triggers

How to set up Salesforce Triggers

Written by Nick Jimenez
Updated over a week ago

SalesLoft Triggers

Setting up SalesLoft Triggers

Written by Nick Jimenez
Updated over a week ago

Outreach Triggers

Setting up Triggers for Outreach

Written by Nick Jimenez
Updated over a week ago

HubSpot Triggers

How to setup Triggers in your HubSpot Workflows

Written by Nick Jimenez
Updated over a week ago

Marketo Triggers

How to set up Triggers for Marketo

Written by Nick Jimenez
Updated over a week ago

Playbooks

Creating a Subscription

The basics of creating a Postal Subscription

Written by Nick Jimenez
Updated over a week ago

Campaigns

How to Create a Campaign

The ins-and-outs of creating a Campaign

Written by Pat
Updated over a week ago

Managing Your Campaigns

Editing and managing your campaigns after creation

Written by Rae Foote
Updated over a week ago

How to Resend a Campaign

Sending the same campaign to existing or failed contacts

Written by Nick Jimenez
Updated over a week ago

Campaigns vs Subscriptions

Identifying the major differences between Campaigns and Subscriptions

Written by Nick Jimenez
Updated over a week ago