Direct Mail Automation Onboarding and Training Services
Work with experts to automate your direct mail program.
Postalytics is easy to get started with. Learning to use our advanced integrations, tracking and workflows can take your results to the next level.
With Postalytics Onboarding & Success Services, you’ll launch faster, integrate smarter, and scale with confidence.
Get started by telling us about your goals.
Why Onboarding Matters
Launch fast. Scale smarter. But should you do it alone?
Yes, Postalytics is built for speed and automation. But smart marketers know that planning & strategy always comes first.
Our onboarding and success services help you accelerate results, avoid costly mistakes, and get more ROI from every campaign:
- A proven implementation framework
- Direct mail strategy aligned with your goals
- Build the right workflows
- Connect CRM data correctly, the first time
- Optimize timing, segmentation and creative
- Expert review before launch
- Scale what works
Think of it as having both a coach and a consultant at your side — not just software.
Our Most Popular Program - Accelerated Success
Unlock the Full Power of Postalytics: 4 personalized 1-hour sessions with Accelerated Success
Best for: Teams building multi-campaign automation programs and/or leveraging integrations.
With Accelerated Success you’ll get a personalized plan that will guide you through the full power of Postalytics. Topics covered include:
- Postalytics 101 (Data, Templates & Campaigns)
- Custom success plan for multiple campaigns
- Creative template review & critique
- List or integration walkthrough & assistance
- QR codes, pURLs & tracking overview
- Variable data personalization
- Guided campaign walkthrough
- First campaign review & lessons learned
If you’re planning to use an integration, we advise you select Accelerated, Custom or Scalable Success
Scalable Success - Concierge Level Strategy & Growth
Best for: Organizations ready to embed direct mail into their marketing engine with ongoing optimization and growth
Scalable Success is designed for marketing teams that view automated direct mail as a critical part of their marketing program, and are looking for a long-term partner to advise, guide & help achieve tremendous results.
Scalable Success includes:
- Dedicated Client Success Manager
- Full-year success roadmap (Postalytics 401)
- Ongoing team training
- Quarterly Business Reviews
- Advanced automation planning
- Continuous optimization & expansion strategy
If you’re serious about your direct mail program, this is the package for you.
Jumpstart Success - For a Quick Start on the Basics
Launch Your First Campaign Fast: 2 personalized 1-hour sessions with Jumpstart Success
Best for: Small teams launching their first campaigns that want guided basics and quick execution.
With Jumpstart Success you’ll get 2 sessions of one hour each that will help you get the basics down:
- Postalytics 101 (Data, Templates & Campaigns)
- Template Proofing
- List walkthrough (no integrations – see Accelerated)
- Help with first campaign setup
- Personalization & tracking basics
- Smart Send campaign guidance
Choose Jumpstart if you have simple Smart Send campaigns with list data
Custom Package
Best for: Complex workflows, API use, or enterprise environments
Custom onboarding packages are designed for non-standard implementations of Postalytics. They’re often used by customers that want to do significant integrations with the Postalytics API and/or with white-labeling options from the Postalytics Agency Edition.
- Custom CRM Integrations
- API Deployments
- Webhook & Event Architecture
- Enterprise Use Cases
- Full White-label Options (Agency Edition)
Typically these packages are composed of 5-hour blocks of time with various Postalytics project management and technical resources
Trusted by thousands of marketers
Learn from the most experienced client success team in the direct mail automation business
Get best practices learned from thousands of customers
Deploy the right way, the first time
Postalytics Onboarding Services Drive ROI
“The Postalytics Onboarding as a Service program gave us the knowledge & support we needed to start deploying fully automated direct mail for the first time. We would not be able to achieve the results we’re seeing without that head start.”
Zogics – Jon Pierotti