Direct Mail Integration with Infusionsoft Campaigns Is Now Even Easier!
For the last year Infusionsoft users have been adding the power of Direct Mail right into their campaigns using our HTTP Post option. Now we have simplified the process into ONE HTTP Post!
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Here is how it works:
Login to DirectMailManager.com and click the Update Account link:
Your API Key and Customer ID are listed on this page, copy and paste them you will need them later.
Login to Infusionsoft and go to Marketing/Campaign Manager.
You can create a new campaign for your HTTP Post or insert into an existing campaign. Click the campaign name to begin.
Start with an option to initiate the direct mail action.
Use any of the available actions to begin the Campaign, then add a New Sequence. Double click the Sequence to add your HTTP Posts.
After you add a Start option, you will want to add 1 HTTP Post.
The New Single HTTP Post will send the customer mailing data AND send the postcard campaign, automatically through the Direct Mail Manager system.
Set up the HTTP Post use the following information.
You will need your API Key and Customer Number for this part. Set up the form just like the one below. The list name can be what ever you want as long as there is some variable (name, company etc.) and it ends in .csv. We used Infusionsoft~Contact.FirstName~~Contact.LastName~.csv that way the lists will be named for the customer that we mailed to. All the fields shown are required to mail. The Customer Email value at the end is the email you use to access DirectMailManager.com.
If you follow these steps you will be set up to mail high quality, affordable and effective postcards directly out of Infusionsoft.
Try to mail yourself a postcard first as a test. You should see a list under the Upload/Select Lists area of the DirectMailManager.com Dashboard. All lists are saved there, but they have already been processed for mailing. If you need to test more please call 800.924.1648 and we can help.