Postal Flight Academy

  • Updated

Welcome to Postal Flight Academy! These practical videos are designed to help you learn the basics of the Postal platform and serve as a source of inspiration for different use cases and creative gifting strategies.

 

Getting Started for Admins

For Admins looking to log in and get everything set up to start sending. This learning path will get your Postal instance ready to send.

  1. Billing & Fund Management
  2. Adding a Team
  3. Budgets
  4. Branding in your Instance
  5. Account Settings
  6. Integrations Overview
  7. Marketplace Overview
  8. How to Send
  9. The Orders Tab

Getting Started for Users

For Users getting set up with Postal. This learning path will get you from sign-up to send.

  1. Initial Login
  2. Email Integration
  3. Notification Settings
  4. The Postal Chrome Extension
  5. Ways to Send

Integrations

Get your Salesforce Integration set up the right way!

  1. Salesforce Integration
  2. Salesforce Triggers Guide

 

Strategy

Inspiration and creative strategies to help you level up your gifting game.

 

Marketing

  1. Omnichannel Campaigns: Creating Goals
  2. Omnichannel Campaigns: Tactics
  3. Omnichannel Campaigns: Measurement

Sales

  1. SDR Plays: Gifting for 1:1 Outreach
  2. SDR Plays: Gifting for 1:Many Outreach
  3. SDR Plays: Cold Calls & Gifting

Customer Success

  1. Customer Onboarding & Driving Retention
  2. Relationship management & Upsell Opportunities

     

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