Postal.io
Postal.io is an integrated direct mail platform for sales and marketing teams that leverages machine learning to automate and optimize the creation, delivery, and reporting of personalized physical assets in the sales process. Postal's integration with Salesloft provides the ability for Salesloft users to add offline content to their Cadences. Leverage Postal's direct mail and gifting automation directly from the Salesloft platform.
How it Works
Activating your Postal Integration:
- Make sure that you have an active Postal accountâ—‹ Visit www.postal.io to access a 15-day free trial
- Activate the Postal integration on the Salesloft App Integration page found in settings
- Approve the integration by entering your Postal login and password
Setting up your Cadence Step:
- Select add a step
- Choose Postal as your step
- Add notes to the step to include the item(s) you would like to send
When the step is due:
- The Postal iFrame will allow you to complete the step in your Postal account
- The recipient will already be selected
- Choose the Postal that you would like to send
- Add your gift message to the Postal
- Send your Postal
- The step will then be automatically completed in Salesloft
Set up a Trigger:
- Log in to your account in Postal.io
- Select Triggers
- Select Create Trigger
- Name your Trigger
- Select Salesloft as your CRM/Sales Engagement Platform
- Select the Cadence you would like to use
- Select the Step that you would like the trigger to follow
