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扎普ier 佐霍 直接邮寄Integration

我们的Zapier 佐霍 Direct Mail集成使得通过Postalytics向您的听众发送自动明信片和信件变得非常容易。您的销售和营销团队现在可以通过Zoho触发个性化的直接邮件。设置完成后,当Zoho中发生任何数量的事件时,您的Zoho CRM都将能够触发个性化和跟踪的直接邮件。邮政服务没有最低要求,因此请开除这些邮件!

How To Use The 扎普ier 佐霍 直接邮寄Integration

本质上, 扎普ier 充当 佐霍和Postalytics. 扎普ier is the easy to use, yet powerful integration platform that both 佐霍 and 邮政学have written interfaces to.

为了使用Zapier 佐霍直接邮件集成,您需要’我们将需要在每个工具中进行一些设置。 扎普ier集成称为“Zap”. You can setup many different 扎普s to accomplish many different objectives. Once setup, the 扎普ier 佐霍 direct mail integration will run for as long as you have 邮政直邮积分 可用。

最后,您可以测试集成,并让Postalytics生成PDF’在打开实时广告系列之前,未打印或邮寄的邮件。

2 Styles of Campaigns: 滴 and 批量

客户通常会使用Zoho / 扎普ier集成来开发两种独特的广告系列。“Drip”样式广告系列旨在在满足特定条件时(例如在工作流程中)触发单个邮件发送给Zoho中的联系人“Batch”风格的广告系列可以同时触发多个联系人,从而为他们生成邮件。

您可以将两者集成使用“Drip” and “Batch”样式的广告系列。继续阅读以获取有关它们的信息。

Step 1: Set up a “Triggered 滴” campaign in 邮政学using the 扎普ier Action method

邮政业务触发滴灌运动是一种革命性的新方法,可以将单个邮件自动发送到Zoho 联系s。设置广告系列涉及创建明信片或信函模板,对其进行校样,以及使用“邮寄触发的滴灌广告系列”向导。设置触发式滴灌广告系列时,请确保在流程开始时选择Zapier集成。

跟着“Step One”来自以下链接的说明:

How To Setup The Send 直接邮寄扎普ier Action

步骤2:开始建立您的“Zap”在Zoho和邮政之间

Login to you 扎普ier account and click Create 扎普

Choose 佐霍 CRM from the App Directory. *Note 佐霍 CRM is a Premium App in 扎普ier. Because of this 扎普ier will not allow you to turn on your 扎普 with a free account. You will need to update your account to one of the 扎普ier paid plans.

从下拉列表中选择您的Zoho触发事件,然后单击继续

Select your 佐霍 CRM account if already connected to 扎普ier. Or, add a new account and provide your login information as prompted in the connection wizard.

连接后,选择触发事件对应的Zoho模块。

Click Continue and then Test Trigger. 扎普ier will return data from your selected 佐霍 Module for you to review and confirm. 

重要的是,您的Zoho模块中的记录至少应包含以下字段:

  • 名/姓(或公司)
  • 邮寄地址
  • 邮政编码

确认后,单击继续。

After your Trigger is configured in 佐霍 and connected through 扎普ier, you’ll finish up your 扎普 by connecting to 邮政学.

Step 3: Configure the 邮政学Action in 扎普ier

Select the 邮政学App from the 扎普ier library and Send and Track a Postcard or Letter will populate as the action.

选择您的邮政帐户。如果尚未设置您的邮政帐户,请按照连接向导中的提示进行操作。

Choose the Triggered 滴 Campaign that you set up during Step 1, and map the fields. The minimum fields required are:

  • 名/姓(或公司)
  • 邮寄地址
  • 邮政编码

Click Test and Continue to confirm the connection with 邮政学. If send was successful, you are now ready to turn on your 扎普.

You can continue to Step 4 below to test your campaign to make sure it is firing correctly, or read on about setting up Triggered 滴 批量 Campaigns.

How To Setup A Triggered 滴 批量 Campaign In 佐霍 And 扎普ier:

A Triggered 滴 批量 Campaign is similar to a traditional Triggered 滴 直接邮寄Campaign,并且需要按照上述相同步骤进行设置。

区别在于触发的记录数。根据工作流在生命周期中不会触发单个记录,而是在模块中基于以下条件触发多个记录: 过滤, 工作流程字段更新,手动字段更新或 标签.

通过使用触发式滴灌批次,您将能够通过Zapier使用Zoho和Postalytics集成,以大规模接收Postalytics独有的离线交付和在线响应活动跟踪。本质上,您将发送“智能发送”广告系列,其附加好处是可以将跟踪数据接收回Zoho,而不是仅在您的Postalytics仪表板中使用。

Once you’ve created your 邮政学Triggered 滴 campaign through 扎普ier as in Step 1 above, you’ll be ready to set up your 扎普. This will also be done in the same steps as above, but it is important to note that for multiple records to Trigger within 扎普ier, your trigger cannot be an “Instant” trigger

在此示例中,我们将在“联系人”模块中手动创建一个质量场更新,以触发多个记录发送给Postalytics。

在联系人模块中,选择要更新的联系人。如果要选择所有记录,请单击标题区域中“联系人姓名”左侧的框。

从下拉列表中选择“批量更新”。

接下来,从下拉列表中选择要更新的字段。如果这是一个预先填充的字段,则右侧将出现第二个下拉列表。如果未预先填充,则可以输入信息以添加到该字段。 

You’ll then receive an “Updated Successfully” 信息 and can see the fields updated for the contacts you selected. These updated records will be sent to 邮政学through the 扎普ier integration.

Step 4: Test your 扎普 from start to finish

To further test your 扎普, go into the 佐霍 module used in your 扎普. Create the action to trigger within 扎普pier, either with an individual record, if Triggered 滴 campaign, or multiple records, if Triggered 滴 批量 campaign. 扎普ier will record when the action has been completed. You can view this in the Task History in the drop down menu to the right of your 扎普.

*Note that when 批量 Triggers happen they will take longer to record in the Task History than an individual trigger.

When the record is sent through 扎普ier, you’ll see a Success 信息 in the Task History. 

This is an example of a Triggered 滴 扎普ier Task Status:

And an example of a Triggered 滴 批量 扎普ier Task Status:

You’ll now want to return to your 邮政学campaign to view the data sent over. There may be a delay up to 15 min for the data to transfer from 扎普ier to 邮政学. 

您的广告系列将处于测试模式,并显示为测试发送的记录数。单击预览创建的邮件以查看测试数据邮件。

测试邮件被创建为PDF’,并且不会由我们的打印合作伙伴打印或邮寄。

测试完成后,您就可以将广告系列切换到“实时模式”,并在触发事件发生时发送邮件。

*重要*-唐’别忘了在您启用广告系列时’重新准备投入生产。如果你不这样做’t,您的邮件都不会寄出,’ll be collected in “Test Mode”.

Want To Learn More 关于 扎普ier And 邮政学?

At 邮政学, we want to hear from marketers. If you have thoughts or questions on 邮政学or 扎普ier:

联系邮政!

如有任何疑问,请不要’请随时通过我们的网站与我们联系 支持中心.

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