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Benefits of Using PostGrid’s Direct Mail Automation Software

Turn direct mail into a high-performing channel to eliminate manual printing, wastage, and labor.

Cost & Time Savings
No need to invest in printers, toners, storage, or dedicated staff to spend hours managing campaigns.
Scale on Demand
Scale campaigns based on unique mailing requirements without additional resources.
Easy Personalization
Use native integrations to sync recipient-specific data and personalize individual mailpieces.
Zero Wasted Spend
Reduce return mail by using built-in CASS-certified address verification to clean mailing lists.
Real-Time Updates
Add USPS Intelligent Mail Barcodes (IMBs) to mail pieces to track until final delivery.
Detailed Reporting
Help distributed or remote teams break siloed workflows with a centralized dashboard.
High Accuracy
Sync data from CRMs to autopopulate direct mail templates with custom data without manual entry.
Faster Time to Market
Ensure a lightning-fast turnaround time with a 2-day industry-leading SLA.

PostGrid Direct Mail Automation Software Features

Everything you need to design, automate, and track your offline communication campaigns from a single unified platform. 

direct mail vs email
  • Create, Print, and Mail: Use the online dashboard to design, customize, and send mailers of any format and size without tedious work. 
  • Delivery Tracking: Track mailers and receive regular reports on their exact locations with USPS IMb tracking. 
  • Reporting & Analytics: Get detailed insights on campaigns, from printing and engagement tracking.
  • Dynamic QR Codes & PURLs: Include trackable QR codes and personalized URLs to send recipients to online channels and gather scan data.
  • Built-in Address Verification: Instantly verify and cleanse recipient addresses across the US and Canada to improve deliverability and ROI. 
  • Automated NCOA Updates: Update your mailing lists through the US National Change of Address (NCOA) system to avoid delivering to outdated addresses. 
  • Intuitive Template Editor: Edit the complete look and feel of mailers with the drag-and-drop template editor.
  • Native Integrations: Connect the direct mail automation software natively with your HubSpot, Salesforce, Active Campaign, Klavio, Customer.io, Stripe, and other workflows to sync data in real-time.
Canada Post Address Validation
direct mail marketing data management
  • Trigger-Driven Mailings: Configure custom workflows to automatically print and send mailers based on specific events and actions on your tech stack. 
  • Diverse Mailing Classes: Select USPS mailing options, like First-Class, Priority, Certified, or Registered Mail based on preferred delivery timelines.
  • Automate PDF Workflows: Configure specific jobs to automatically resize, rotate, and extract vital information from PDFs directly.
  • Variable Data Printing (VDP): Dynamically personalize recipient-specific information for each mail by syncing data from your CRMs or marketing automation tools in real-time.

Enterprise-Grade Compliance and Data Security

HIPAA

PIPEDA

GDPR

SOC 2 TYPE 2

PCI-DSS

Data Encryption

Audit Logs

Role-Based Access Control

Secure Hosting on AWS

Single Sign-On

Third-Party Penetration Testing

Continuous Monitoring

Automate Your Direct Mail in 3 Simple Steps

Set up campaigns in minutes using direct mail automation software

Create 

  • Generate personalized letters, postcards, self-mailers, and checks. 
  • Customize mailpiece design using the HTML template builder. 
  • Create or import contacts from CRM or upload mailing lists.
Trigger & Automate 

  • Integrate the REST API into existing systems.
  • Use webhook integrations to trigger campaigns without any code.
  • Initiate sending and personalize every mailpiece using the merge variable system.
Track

  • Check your sent mailpiece status with USPS Intelligent Mail barcode (Imb) tracking. 
  • View real-time campaign analytics. 
  • Download detailed reports.

Mailpieces You Can Print & Mail

Versatile formats for every campaign to fit unique business needs.

01

Letters
Send personalized letters, invoices, statements, and notices. Fully customizable standard US letters and legal size documents for exact business needs.

02

Postcards
Improve engagement with full-color postcards. Select from versatile size options, including 6×4, 9×6, 11×6, and other custom sizes.

03

Bifold Self-Mailers
Get the maximum space for message without needing an envelope. Send 8.5×11 bifold self-mailers, highly suitable for brochures and newsletters.

04

Physical Checks
Automate payouts by generating, printing, and mailing checks with MICR security directly from billing platforms.

Why Choose PostGrid?

The all-in-one direct mail platform for inbound and outbound mail with scalability, security, and global reach

  • Global Carrier Routing
    PostGrid’s vast print network automatically routes your campaigns for the fastest delivery via trusted global carriers like the USPS, Royal Mail, Canada Post, and Australia Post.
  • Virtual Mailbox Support
    Use the industry’s first integrated solution combining direct mail with automated return mailing processing. Digitize incoming mail with OCR and forward to avoid compliance risks and operational overhead.
  • Complete Creative Control
    You have total design flexibility to personalize your mailers with custom logos, colors, fonts, layouts, and other branding elements by using the drag-and-drop HTML editor. Besides, PostGrid also offers a vast template gallery of professionally designed templates for different industries.

Built for Diverse Industries and
Use Cases

Learn how top teams across various sectors use PostGrid’s direct mail automation capabilities to scale digital-to-physical communication efforts and drive measurable results.

Marketing Postcards

Send highly personalized postcards for events, sales, offers, announcements, and more. Select from different sizes, including 6×4, 9×6, 11×6, 9×6 to fit your marketing needs.

Invoices

Automate sending tangible physical invoices to customers and encourage them to pay on time.

Order Receipts

Make your order receipts stand out by personalizing them with the customer’s first name, a personal message, or your brand logo directly from PostGrid’s dashboard.

Appointment Reminders

Healthcare practices can automatically trigger appointment reminders in bulk, each month, by connecting their EHR or CRM with PostGrid.

Physical Checks

Print and mail secure checks with the MICR line and other security features directly from your CRM or accounting software.

Financial Statements

Financial businesses can generate, print, and send regular statements highlighting their customers’ expenditure on products and services.

Notices

Notify customers, employees, vendors, and partners about changes in account details or company policies with automated notices.

Birthday & Anniversary Mailers

Sync CRM data with PostGrid to send highly personalized birthday, welcome, or anniversary mailers to customers and build incredible brand loyalty.

Welcome & Onboarding Letters

Automate personalized welcome letters and onboarding guides the moment new customers hop into your sales funnel to make a good first impression.

Tax Documents

Securely print and send tax forms and documents to employees and contractors with a fully SOC 2 Type 2 compliant infrastructure.

Past Due & Collection Notices

Trigger past-due notices and collection letters directly from your billing software to ensure a steady cash flow.

Subscription Renewal Reminders

Send physical renewal reminders and exclusive offers just before a subscription expires to ensure retention and reduce customer churn.

Donation & Fundraising Appeal Letters

Non-profits can mail highly personalized donation requests to targeted donor lists automatically to support their cause.

Explanation of Benefits (EOB)

Healthcare insurers can print and mail highly detailed EOBs and medical summaries with PostGrid’s fully HIPAA-compliant software.

Case Studies

Learn how industry leaders use PostGrid to reduce costs, cut manual workflows, ensure compliance, and drive ROI.

Read the Case Study

Ennoble Care

One of the pioneers in delivering accessible healthcare and catering to unique patient needs, Ennoble Care implemented PostGrid’s direct mail automation software in its physical billing processing.

This partnership led to a 40% reduction in processing time and 25% increase in patient response. Besides, the HIPAA-compliant billing helped them to build trust among their customer base.

Read the Case Study

AtoB

AtoB, a payment infrastructure provider for vehicle fleets, wanted to automate its welcome letters and loyalty program kits. They partnered with PostGrid to optimize the onboarding process.

The automation capabilities helped them cut distribution time by 65% and increase overall efficiency 40%. Besides, using the centralized dashboard further eliminated 80% of manual data entry errors.

Read the Case Study

Bluon

Bluon, a technology platform for HVAC businesses, wanted to automate its customer engagement and feedback collection process.

They collaborated with PostGrid to see a 30% increase in response rates and 25% rise in client satisfaction. The HubSpot integration for PostGrid helped them optimize and personalize their feedback collection strategy.

Our Customers Say It Best

What clients are saying about PostGrid and its capabilities?

I love how effortlessly the software sends loyalty postcards to reward customers. Once I upload the list, everything is handled automatically, from printing to mailing.

Calista M. - COO

I really like how the platform handles large mailing batches without making the process complicated. I can upload the list, confirm the design, and everything else is handled automatically

Cassian T. - Marketing Manager

Whenever there's an update on a claim, the system automatically sends out a claims status postcard to the policyholder. Appreciate the automation process here that saves my team weeks.

Angela S. - CTO

Integrates with Your Favorite Tech Stack & Tools

Easily Improve your workflow and automate print & mail through seamless integration capabilities.

salesforce logo
PostGrid Marketo
Post Grid Eloqua
PostGrid Hubspot
sap
microsoft dynamic
activecampaign
insightly
keap
zoho
pipedrive
twilio
netsuit
close.io
zapier

Frequently Asked Questions

Is PostGrid’s Direct Mail Automation Software HIPAA-Compliant?

Yes, PostGrid and its partners are fully HIPAA-compliant. Businesses from highly regulated industries use our software with signed Business Associate Agreements (BAAs). 

Do You Allow Developers to Test the Software Before Switching to Live Mode?

Yes, PostGrid gives you a fully interactive sandbox environment with test API keys for free. So, you can test out different integrations, mailing formats, and other possibilities, without actually printing and sending anything.

What Is Direct Mail Software?

An automated direct mail software lets businesses design, print, mail, and track physical mail from an online dashboard. Then, integrations help you connect mailing workflows with CRMs, ERPs, EHRs, accounting tools, and marketing automation software.

How Can I Dynamically Customize Mailers With PostGrid?

PostGrid offers Variable Data Printing (VDP) to print recipient-specific names, offers, images, URLs, and custom fields by syncing data from your CRM or marketing automation software. It makes each mailer more relevant and likely to encourage the recipient.

How Scalable Your Direct Mail Automation Software Is?

PostGrid’s software can handle single-piece triggers or large batch sends effortlessly. So, it doesn’t matter if you send a single mailer or millions of pieces at once. Our print network is capable enough to handle the changing loads without any bottlenecks.

What Is the Most Effective Way to Send Direct Mail?

Highly personalized, event-driven mailers with tracking mechanisms are the best to ensure a high response rate and ROI for your business. Besides, customer data could be highly impactful, personalizing individual mailpieces to increase their relevance.

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Ready to Get Started?

Start transforming and automating your offline communications with PostGrid

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