Getting Started
New to Postalytics? Start here. Step-by-step guides to set up your account, send your first campaign, and understand the basics of direct mail marketing.
- Getting Started With Postalytics
- Set Up Your Postalytics Account Profile
- Build A Postcard, Letter, or Bi-fold Self Mailer
Using Postalytics
Learn how to navigate and get the most out of the Postalytics platform. Covers core workflows, file management, and platform features.
Campaigns
Everything you need to create, launch, manage, and track your direct mail campaigns — from campaign setup to delivery status and reporting.
- How to Send a Smart Send Direct Mail Campaign
- How to Send a Triggered Drip Direct Mail Campaign
- Understanding Direct Mail Activity In Your Campaign Dashboard
Design Templates
How to design, upload, and manage your direct mail creative templates. Covers the template editor, variable data, custom envelopes, and design best practices.
- Build Direct Mail Postcards and Self Mailers With Adobe® Design Tools
- The Proofer – Generate A Direct Mail Template Proof
- Personalization – Variable Data
Lists
Import, manage, and purchase direct mail lists. Includes list formatting, suppression lists, radius lists, and address validation guidance.
Integrations
Connect Postalytics to your favorite CRM, marketing automation, and business tools. Step-by-step guides for every supported integration.
- How To Trigger Direct Mail From GoHighLevel
- HubSpot Integration Overview: Premium vs. Basic Capabilities
- Import Salesforce Mailing Lists For Smart Send Campaigns
Analytics
Understand your campaign performance. Covers tracking codes, QR codes, pURLs, UTM parameters, delivery status codes, and campaign reporting.
Account & Billing
Manage your Postalytics account, subscription, users, and billing. Includes credit management, invoices, plan changes, and profile settings.
- Postage Permit for U.S. Nonprofits
- Direct Mail Credits
- USPS Self-funded Postage Permit Configuration
Agency
Resources for Postalytics Agency Edition customers. Covers agency account setup, managing client sub-accounts, white labeling, and agency reporting.
Postalytics Academy
Self-paced online courses covering direct mail fundamentals and how to use the Postalytics platform. Sign up and start learning at your own pace.
- What is The Postalytics Academy and How Do I Access It?
- Navigating the Postalytics Academy Portal
- Navigating Postalytics Academy Courses