Sending Mail from a Contact Record with Postalytics

Audience: Admins, Developers, Automation Builders, Support & Operation teams, and Solution Architects

Purpose: Explains how to send one-time mail from a Contact record in Kizen using the Postalytics integration.

Overview

Important: This setup reflects Kizen’s default configuration. Your administrator may have customized your layout, so columns or navigation may appear differently. Trial accounts may have limited features.

Sending mail from a Contact record is useful for one-time mail sends, such as individual outreach or ad hoc follow-ups using Postalytics.

To send mail successfully, the Contact must include a first name, last name, street address, city, state, and ZIP code. If any required fields are missing, the send will fail and a toast message will list all missing fields so they can be corrected before retrying.

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Before You Begin

Before sending mail from a Contact record using Postalytics, make sure the following are in place:

• The Postalytics integration is enabled in Kizen

• You have access to the Contact record you want to send mail from

• The Contact includes the required mailing fields:

  • First name

  • Last name

  • Street address

  • City

  • State

  • ZIP code

If any required fields are missing, the send will fail and a toast message will list all missing fields so they can be corrected before retrying.

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1

Navigate to Data> Contacts

2

Open a Contact Record

3

Select Perform Action

4

Choose Send Campaign Mail

5

From the Select Campaign Modal, select the drip campaign you want mailed out.

6

Confirm Send

Note: Only Triggered Drip campaigns are supported. Bulk mailer campaigns are not available through the Kizen integration currently.

Kizen sends the Contact’s data to Postalytics, which queues the mail for printing and delivery, and then displays a success or failure message in Kizen.

Success feedback

• A toast notification confirms the mail was queued successfully

Failure feedback

• Missing required fields are listed as error messages

• Authentication or API errors surface as error messages

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What's Next

Next, continue to Sending Mail from Automations with Postalytics to learn how to trigger mail sends automatically as part of scalable, repeatable workflows.

Related Topics

• Postalytics

• Enabling Postalytics

• Sending Mail from Automations with Postalytics

• Postalytics Troubleshooting & Error Handling