Automations

Triggers, Campaigns, & Playbooks

13 articles in this collection
Written by Pat, Nick Jimenez, and Chase Covell

MagicLink

Managing Your MagicLinks

Edit, disable, and report on your MagicLinks

Written by Nick Jimenez
Updated this week

How to Create a MagicLink

Making a MagicLink

Written by Nick Jimenez
Updated this week

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 the 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 Playbook

The ins-and-outs of creating a Postal Playbook

Written by Chase Covell
Updated over a week ago

Playbook Settings and Configuration

Admin vs User Settings in Playbooks

Written by Chase Covell
Updated over a week ago

Campaigns

How to resend a campaign

Written by Nick Jimenez
Updated over a week ago

Campaigns vs Playbooks

Identifying the major differences between Campaigns and Playbooks

Written by Chase Covell
Updated over a week ago

Creating a Campaign

The ins-and-outs of creating a Campaign

Written by Pat
Updated over a week ago