Automations

Triggers, Campaigns, & Playbooks

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

MagicLink

Managing Your MagicLinks

Edit, disable, and report on your MagicLinks

Written by Nick Jimenez
Updated over a week ago

How to Create a MagicLink

Making a MagicLink

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

Outreach Triggers: Taking it Further

How can we take our Outreach integration one step further?

Written by Rae Foote
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 Playbook

The basics of creating a Postal Playbook

Written by Nick Jimenez
Updated over a week ago

Campaigns

Creating a Campaign

The ins-and-outs of creating a Campaign

Written by Pat
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 Playbooks

Identifying the major differences between Campaigns and Playbooks

Written by Nick Jimenez
Updated over a week ago