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Integrating Postcards & Sending Cards
Integrating Postcards & Sending Cards

How to setup and integrate postcards into your CRM automations.

Updated over a week ago

You can integrate Postcard sends or handwritten cards as a step in your automations.

Here are a few things to keep in mind:

  • You will need address information for the contacts. This includes street, city, zip code, and state.

  • You will need to integrate a postcard system such as Mailbox Power, or Postcard Mania. You will have to create an account with this system and share login access with our support team to create the connection.

Here are a few systems we currently recommend and can integrate with:

How to Setup Postcards or Send Cards Through Automations

To get started please complete the following:

  1. Create an account with your preferred postcard system.

  2. Be sure to create your postcard within the system.

  3. Contact our support team.

    1. You will need to share login information with the postcard system you are using.

    2. Please advise our team when/where postcards should be sent and which postcard/card should be sent.

  4. Our team will create the integration and advise once complete.

For additional questions or concerns, please contact our support team.

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