How to Create Campaigns in Postal ABM

Postal ABM enables you to build and execute targeted offline campaigns to nurture valuable accounts and get comprehensive campaign reporting.
 

NOTE! We highly recommend that you don't have multiple ABM campaigns running at the same time utilizing the same SFDC campaign. For ABM campaigns that have overlapping timeframes, we recommend utilizing different SFDC campaigns (with different members).

Create Campaign

1. From the Campaigns tab, select Create Campaign (top right under your profile pic)
2. Work through the following options:
   • Campaign Name - the name of the campaign for your reference
   • Campaign Budget -  the maximum amount of funds you wish to spend on this campaign
   • Spend As - the user that will be spending funds.
     • Note! The user you select will determine the team(s) that will be available to choose in the next option. A team cannot be used if the user you select is not part of that team.
   • Send As - the Postal user that will be identified as the sender of this campaign.
   • Meeting Request - Add a meeting request to each send. Shows up in the acceptance workflow for the recipient.
   • Team - select the team and therefore the Budget and Funds that will support this campaign.
   • Salesforce Campaign - The SFDC Campaign you wish to tie this ABM Campaign to
     • Status Mapping can be set to equal the same statuses in your Salesforce Campaign
   • Only trigger send when Salesforce Campaign Member Status Equals - When does the Postal ABM Campaign get triggered?
     • Sent
     • Responded
   • Length of Campaign - add a start and end date
   • Choose an Item
     • This is similar to the standard Postal send flow. Start by finding and selecting an approved item.
     • Existing Collections can be sent using the filter option, Category, and then selecting Collections. 
     • Update the email and landing page then review the end result before approving.
   • Start campaign

Edit an Existing Campaign

By selecting the name of a campaign from the Campaign tab you can edit the Campaign options. All Campaign options can be adjusted. Note that updating these options is a moving-forward change and will not affect historical info.

• By changing the end date of a campaign you can stop the campaign or extend it

• By changing the budget you can also stop or extend a campaign

Example: your campaign is running for the correct dates but your budget has changed. Update your budget and the campaign will either stop sooner or continue past the original point where you would have run out of funds. This would all still occur during your campaign dates.

And that's how to create campaigns in Postal ABM.