Postal

Open your playbook, pick an outcome—book a meeting, revive a deal, thank a customer—and orchestrate it end‑to‑end with Postal. Start by connecting your CRM or sales tools, pull in target lists, and set rules like “stage moved to Evaluation” or “no reply after 3 touches.” Choose from a wide catalog of physical mailers, curated gifts, digital gift certificates, branded kits, or hosted online experiences. Personalize the note, add sender fields from your CRM, and let Postal capture addresses via a secure link so prospects opt in before anything ships. One click schedules the send, and tracking feeds back to the record automatically.

For marketing, build multi‑step journeys that pair physical touchpoints with your existing channels. Example: drop a teaser postcard, gate a coffee code behind a meeting scheduler, then follow with a branded kit for high‑value accounts. Use segments from HubSpot or Marketo, A/B test offers, and cap spend by team or campaign. Lock approved designs and messages so reps stay on brand. Postal records delivery, claims, meetings set, and influenced pipeline; export results to Salesforce dashboards or your BI tool to prove lift by audience, offer, and timing.

Customer teams can run plays that improve activation and retention without lifting a finger. Trigger a welcome pack when a contract is signed, nudge at‑risk users with a supportive gesture tied to product usage, or celebrate renewals with a tailored gift. Webhooks and native integrations let you fire sends from health scores, NPS, or billing events. Postal handles global shipping, taxes, and address verification; recipients can choose sizes, flavors, or alternatives to meet preferences and compliance. Add virtual workshops or tastings and automate post‑event follow‑ups with thank‑yous and surveys.

Operations keep control with approvals, budgets, and audit trails. Assign roles, require manager review for high‑value items, and enforce per‑account limits. Use templates, CSV uploads, or the API for bulk sends, and the no‑code builder for if‑this‑then‑that automations. Inventory and vendor management are built in, with automatic substitutions when items run out. Real‑time analytics reveal spend, conversion rates, and ROI by team, region, and offer. SSO, permissions, and data retention settings support security and compliance, so you can scale personalized, offline moments without chaos.