Sending Mail from Automations with Postalytics

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

Purpose: Explains how to create an automation that sends mail using Postalytics campaigns.

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.

Automations let you send Postalytics mail at scale in Kizen by triggering mail sends based on defined events and conditions. This allows you to include physical mail as part of repeatable workflows without manual intervention.

Use Automations when you want to:

• Send mail automatically after a specific event or record update

• Trigger mail for many Contacts at once

• Standardize and scale mail-based workflows

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Before You Begin

Before creating an automation that sends mail using Postalytics, make sure the following are in place:

• The Postalytics integration is enabled in Kizen

• A Postalytics campaign is created and available to select

• Contacts included in the automation contain the required mailing fields:

  • First name

  • Last name

  • Street address

  • City

  • State

  • ZIP code

• You have permission to create and edit Automations

• You understand when the automation should trigger and which Contacts it should apply to

Having these prerequisites in place ensures the automation can send mail successfully when it runs.

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1

From your Top Navigation, go to Automations

2

From the Automation Builder, Select New Automation

3

Enter your Automation Name

4

In the Choose Automation Object dropdown, choose Contacts

5

Select Save

6

Next, select Click to Add new Variable on the Initialize Variables box

7

Enter your Variable Details

In the Variable Settings, enter your variable name (campaign_endpoint_id works), and describe that it’s the endpoint from your drip campaign. Then, under Variable Type, select String.

8

Enable Static Fallback Value

Scroll down to Set Variable Source(s), and turn on the Enable Static Fallback Value Toggle. This will open up a text box.

Note: To create an action for this automation, Kizen needs to know which specific Postalytics campaign to trigger when the automation runs. In Kizen, this is called the Campaign Endpoint ID. See, Locating your Campaign Endpoint ID in Postalytics for more information on obtaining the ID before continuing with the next steps.

9

Paste your Postalytics Campaign ID

In the text box, paste in your Postalytics Campaign ID.

Note: If you have not retrieved your Postalytics Campaign ID, see Locating your Campaign Endpoint ID in Postalytics.

10

Select Save

11

In the Automation Builder, add an Action Step

To add an Action step, grab the Action button and drag it onto the Automation Builder page or you can click the + then select Add Action from the menu

12

In the Action Modal under Integrations, select Postalytics,

13

Next, Select Send Drip Campaign from the Action dropdown

14

From the Automation Variable dropdown, choose the Campaign Endpoint ID, entered in step 9.

After the the campaign ID endpoint is selected, all other required inputs from the Contact will be pre-populated. These are:

• Last name

• Street address

• City

• State

• ZIP code

You only need to remap fields if you use non-standard Contact fields or want to map a different field.

Caution: Home phone number fields may not populate correctly in automation-based sends.

15

Select Save

Your Automation is now ready for the drip campaign you selected.

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Automation Runtime Behavior

Once a Postalytics automation is configured and saved, it runs automatically whenever its trigger conditions are met. No further user action is required.

When the automation runs:

• Kizen validates required Contact mailing fields

• Kizen sends the Contact data and campaign endpoint ID to Postalytics

• Postalytics queues the mail for printing and delivery

Automation sends are asynchronous. A successful run indicates the send request was accepted by Postalytics, not that the mail has been delivered.

Verifying and Monitoring Automation Sends

You can monitor automation behavior in the following ways:

• Automation run history: Each execution appears in the automation’s run history. Successful runs indicate the send completed without errors.

• Failure notifications: If a send fails, the run is marked Status: failed, and the automation owner receives an email notification with error details.

• Postalytics dashboard: Delivery and mailing status are managed in Postalytics and are not tracked in Kizen.

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Locating your Campaign Endpoint ID in Postalytics

To create an action for a Postalytics automation, Kizen needs to know which specific Postalytics campaign to trigger when the automation runs. In Kizen, this is called the Campaign endpoint ID.

1

In Postalytics, select Campaigns> View Campaigns

2

Select the ellipses to open the Campaign menu, then choose Settings

3

In Settings, copy the Campaign Endpoint

You should now have the Postalytics Campaign Endpoint ID. For more information on Postalytics Campaigns, visit the Postalytics Support Center.

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What's Next

Next, review Sending Mail from a Contact Record with Postalytics to learn how to send one-time mail directly from individual Contact records.

For broader context, you can also revisit the Postalytics Overview to understand available actions, common use cases, and error handling across the integration.

Related Topics

• Postalytics

• Enabling Postalytics

• Sending Mail from a Contact Record with Postalytics