Automations, Campaigns, & Playbooks

9 articles in this collection
Written by Pat, Tara Soles, and Nick Jimenez

MagicLink

Setting Up MagicLinks

Understanding the MagicLink by Postal and Best Practices

Written by Nick Jimenez
Updated over a week ago

Triggers

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

Setting 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 Tara Soles
Updated over a week ago

Playbook Settings and Configuration

Admin vs User Settings in Playbooks

Written by Tara Soles
Updated over a week ago

Campaigns

Campaigns vs Playbooks

Identifying the major differences between Campaigns and Playbooks

Written by Tara Soles
Updated over a week ago

Creating a Campaign

The ins-and-outs of creating a Campaign

Written by Pat
Updated over a week ago