Account Setup in ActiveCampaign

Introduction

PostGrid's native ActiveCampaign Integration allows to send letters and postcards to your customer list one at a time on demand, through workflow automation, or launch a bulk mailing campaign. In this guide, we will walk you through how to perform each step.

Getting Started

After you have signed up and logged into our platform, you can head over to the dashboard to access the your API key.

Get your PostGrid API Key

Once logged into PostGrid's print & mail dashboard, navigate to “Settings” and grab your “Test” or “Live” API Keys. We recommend you use the “Test” API key to setup everything and later on once you are ready to send out live orders you can replace it with “Live” API key.

Note that you can have any number of additional columns in your data. These will be left as-is in the output.

Install PostGrid ActiveCampaign Application

Install the application by going to “Apps” in your account and searching PostGrid.

Once you find the PostGrid App, Click on it and install the application.

Connect the App

Click on “Connect App” to install the app.

Select “Test” and enter your API key. Then click “Save” to be redirected to ActiveCampaign.

Sending Single Mail to a Contact

Navigate to Automation Module

Send a letter or postcard to a single contact through your ActiveCampaign dashboard.

Select Existing or Create New Automation

Select your existing automation or create a new automation based on your automation rules

Add New Triggers (Subscribes to a list, Submits a form etc)

You can set up your new trigger event. It can be any of the following trigger events within ActiveCampaign:

  • Subscribes to a list.
  • Unsubscribes from a list.
  • Submits a form.
  • Web page is visited.
  • Tag is added.
  • And more.

After you have selected your triggers, add an Action Step by clicking the ‘+' button.

Once you locate the PostGrid App, select it, and Choose your PostGrid account through the Pop-Up window.

Click  Add A New Account' for first time setup. If you had it setup before just select the connected account. After you click the button, you will have to add in the API Key.

Go back to your postgrid settings page, paste the code into the text box, and click “Connect ”. After Connecting, map the merge variables to personalize your mail.

Merge Variables

For custom merge variables in your template follow these mapping criteria:

Use the merge variable %variableName%. Ensure you use the built-in ActiveCampaign contact variable to recognize the merge variable. Follow this and fill in all the merge variables

ActiveCampaign merge variable examples:

  • Recipient First Name – %firstName%
  • Recipient Last Name – %lastName%
  • Recipient Company Name%company%
  • Recipient Address%address%
  • Recipient Country Code %country%
  • Sender First Name
  • Sender Last Name
  • Sender Company Name
  • Sender Address
  • Sender Country Code
  • HTML

Once you come to the HTML Section, go back to your PostGrid dashboard to copy and paste the HTML Template. If you have not created a template, here is a guide on creating template.

Click the “Finish” button to send create the Action Step.

Do a test by subscribing a contact into your trigger and go back to your postgrid dashboard and see if an order has been created. If an order has been created that means your automation is working.

Send A Postcard

Follow the same steps to send postcard with PostGrid.

Add New Triggers (Subscribes to a list, Submits a form etc)

You can set up your new trigger event. It can be any of the following trigger events within ActiveCampaign:

  • Subscribes to a list.
  • Unsubscribes from a list
  • Submits a form.
  • Web page is visited.
  • Tag is added.
  • And more.

 

After you have selected your triggers, add an Action Step by clicking the ‘+’ button.

Once you locate the PostGrid App, select it, and Choose your PostGrid account through the Pop-Up window.

Click  Add A New Account’ for first time setup. If you had it setup before just select the connected account. After you click the button, you will have to add in the API Key.

Go back to your postgrid settings page, paste the code into the text box, and click “Connect ”. After Connecting, map the merge variables to personalize your mail.

Merge Variables

For custom merge variables in your template follow these mapping criteria:

Use the merge variable %variableName%. Ensure you use the built in ActiveCampaign contact variable to recognize the merge variable. Follow this and fill in all the merge variables

ActiveCampaign merge variable examples:

  • Recipient First Name – %firstName%
  • Recipient Last Name – %lastName%
  • Recipient Company Name – %company%
  • Recipient Address – %address%
  • Recipient Country Code – %country%
  • Sender First Name
  • Sender Last Name
  • Sender Company Name
  • Sender Address
  • Sender Country Code
  • HTML

Once you come to the HTML Section, go back to your PostGrid dashboard to copy and paste the HTML Template. If you have not created a template, here is a guide on creating template.

Make sure you fill in the front and the back of the template.

Select the Postcard Size. We support 3 sizes: 6×4, 6×9, 6×11

Click the “Finish” button to send create the Action Step.

Do a test by subscribing a contact into your trigger and go back to your PostGrid dashboard and see if an order has been created. If an order has been created that means your automation is working.

Send Bulk Personalized Mail To Multiple Contacts

Navigate to Automation Module

Send a letter or postcard to a single contact through your ActiveCampaign dashboard.

Select Existing or Create New Automation

Select your existing automation or create a new automation based on your automation rules

Add New Triggers (Subscribes to a list, Submits a form etc)

You can set up your new trigger event. It can be any of the following trigger events within ActiveCampaign:

  • Subscribes to a list.
  • Unsubscribes from a list.
  • Submits a form.
  • Web page is visited.
  • Tag is added.
  • And more.

After you have selected your triggers, add an Action Step by clicking the ‘+' button.

Once you locate the PostGrid App, select it, and Choose your PostGrid account through the Pop-Up window.

Click  Add A New Account' for first time setup. If you had it setup before just select the connected account. After you click the button, you will have to add in the API Key.

Go back to your postgrid settings page, paste the code into the text box, and click “Connect ”. After Connecting, map the merge variables to personalize your mail.

Merge Variables

For custom merge variables in your template follow these mapping criteria:

Use the merge variable %variableName%. Ensure you use the built-in ActiveCampaign contact variable to recognize the merge variable. Follow this and fill in all the merge variables

ActiveCampaign merge variable examples:

  • Recipient First Name – %firstName%
  • Recipient Last Name – %lastName%
  • Recipient Company Name%company%
  • Recipient Address%address%
  • Recipient Country Code %country%
  • Sender First Name
  • Sender Last Name
  • Sender Company Name
  • Sender Address
  • Sender Country Code
  • HTML

Once you come to the HTML Section, go back to your PostGrid dashboard to copy and paste the HTML Template. If you have not created a template, here is a guide on creating template.

Click the “Finish” button to send create the Action Step.

Do a test by subscribing a contact into your trigger and go back to your postgrid dashboard and see if an order has been created. If an order has been created that means your automation is working.

Send A Postcard

Follow the same steps to send postcard with PostGrid.

Add New Triggers (Subscribes to a list, Submits a form etc)

You can set up your new trigger event. It can be any of the following trigger events within ActiveCampaign:

  • Subscribes to a list.
  • Unsubscribes from a list.
  • Submits a form.
  • Web page is visited.
  • Tag is added.
  • And more.

After you have selected your triggers, add an Action Step by clicking the ‘+’ button.

Once you locate the PostGrid App, select it, and Choose your PostGrid account through the Pop-Up window.

Click  Add A New Account’ for first time setup. If you had it setup before just select the connected account. After you click the button, you will have to add in the API Key.

Go back to your postgrid settings page, paste the code into the text box, and click “Connect ”. After Connecting, map the merge variables to personalize your mail.

Merge Variables

For custom merge variables in your template follow these mapping criteria:

Use the merge variable %variableName%. Ensure you use the built in ActiveCampaign contact variable to recognize the merge variable. Follow this and fill in all the merge variables

ActiveCampaign merge variable examples:

  • Recipient First Name – %firstName%
  • Recipient Last Name – %lastName%
  • Recipient Company Name – %company%
  • Recipient Address – %address%
  • Recipient Country Code – %country%
  • Sender First Name
  • Sender Last Name
  • Sender Company Name
  • Sender Address
  • Sender Country Code
  • HTML

Once you come to the HTML Section, go back to your PostGrid dashboard to copy and paste the HTML Template. If you have not created a template, here is a guide on creating template.

Make sure you fill in the front and the back of the template.

Select the Postcard Size. We support 3 sizes: 6×4, 6×9, 6×11

Click the “Finish” button to send create the Action Step.

Do a test by subscribing a contact into your trigger and go back to your PostGrid dashboard and see if an order has been created. If an order has been created that means your automation is working.

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