This guide will help you set up your items in the Marketplace, approve items for your teams, and build collections that allow a recipient to choose the item they desire the most!
Applies to: Admins, Users
What You Will Learn
- How to Approve an Item
- How to Build a Collection
Why do I need to approve an item?
As an Admin, you have control over not just the budget for your teams, but also control what specific items Teams have access to within Postal. As you are approving items, take note of the variants of the items. You can approve items multiple times and enable specific variants for the desired teams they are approved for.
Taking that further, items can map to your SFDC Campaigns for ROI tracking. This will allow for advanced reporting via the SFDC Managed Package, but more on that later.
How to Approve an Item
Let’s Start in the Marketplace. This is where you land as a User or Admin upon login. You can easily access items based on Price Range, Type, or any other criteria on the page. Once you open the Marketplace, there are a ton more options to see items that meet your needs from over 1k vendors that are part of our echo system.
A special note and best practice for Admin here too. We recommend that you allow your team to see everything within the Marketplace and submit requests for items they would like to send. To do this, you need to access your Profile as an Admin. Once there, Go into your Account Settings, and take a gander at the tile for Configure User Access. Here you will have the ability to let your team see all or none of the items that are not approved, same with Events, and also choose which of your Orgs Admins controls those approvals. You can have more than one who approves the item, but as a best practice, those Admins should be on the same page for any other customization needed for items based on your company's policies. Often those are policies for Campaign Mapping or Messaging used within the gifting flow
How to Build a Collection
Sending one item for a targeted effort is always a great play, but sometimes you dont know if your Contact would like that item, so giving them the power of choice is key. To do this, Postal will allow you to create what we call, “Collections.” These Collections are a combination of items that you have approved in your instance for your org, or they can be created from Approved items that a User has access to for their own use and visibility.
To begin, navigate to the Collection section from the items at the top of the menu. Once here, click on Create a Collection. You need to first name your item, and as an Admin you can choose which team has access to this set of items to offer. No matter if an Admin or User creates these collections, the recipient will only be allowed to accept one of the items within the group, not ALL!
In Review
- As an Admin, you can approve items for your team to use!
- Users, when your Admin allows, can request items for use
- Collections are a great way to share options for recipients, and Users are allowed to do this when the settings are enabled by their Admin
Next up: How to Send >
< Previous: Integrations Overview
Postal is always looking for ways to make our Flight Academy better. Use this feedback form to submit ideas!
Check out other Flight Academy content!
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.
- Billing & Fund Management
- Adding a Team
- Budgets
- Branding in your Instance
- Account Settings
- Integrations Overview
- Marketplace Overview
- How to Send
- Order Tab