What is this feature?
Campaigns in PostGrid allow you to generate and send physical mail at scale. You’ll select your collateral, upload or choose a mailing list, map data fields, complete your design, and schedule the campaign for processing.
How to Create a Campaign
Step 1: Start a New Campaign
In the PostGrid dashboard, navigate to Campaigns (Beta) > Overview.
Click Create in the top-right corner.
Step 2: Select Your Collateral
Choose the type of collateral you want to send (e.g., Letters).
Click Next.
Step 3: Choose a Mailing List Source
You can either:
Upload a CSV file, or
Select a previously uploaded list
Upload a CSV File
Select Upload a CSV file.
Drag and drop your file or browse to upload. Click Next when processing finishes.
Map Address Fields
Match your CSV headers to PostGrid’s required Recipient Address Fields.
Add merge variables (optional) if your collateral template includes placeholders (e.g.,
{{verification_code}}).Enter the merge variable name (e.g.,
verification_code) and map it to the correct CSV column.Use the + icon to add more variables.
Sender Contact
Choose a Default Sender Contact (return address) or create a new one.
Click Confirm.
Mailing List Preview
Review the preview to ensure all mapped data looks correct.
Click Confirm.
Step 4: Complete Your Creative
Configure your collateral options:
General Options
Description (optional)
Size (e.g., US Letter)
Mailing Class (e.g., USPS First Class)
Return Envelope (optional)
Print Options
Double-Sided
Insert Blank Page (ideal for when you have content overlapping with the address region)
Color Printing
Perforate First Page
Choose Your Design
Select an existing template, or
Upload a PDF design
Click Confirm when finished.
Step 5: Finalize Your Campaign
Enter a Campaign Name.
Choose a Send Date (your campaign will start to be processed at midnight of this date).
Click Next.
Review the generated PDF Preview to confirm layout, merge variables, and address placement.
Click Confirm to create and schedule the campaign.
Once confirmed, your campaign is queued for printing and mailing.
How does the billing works?
A subscription is required to schedule orders through the dashboard. Campaign billing varies based on:
Quantity sent
Printing options (color, duplex, perforation)
Mailing class
Additional services (e.g., return envelopes)
Refer to your PostGrid subscription or pricing documentation for exact costs.
Campaign Statuses and Troubleshooting
After you create a campaign, it will appear in the Campaigns Overview with one of the following statuses:
Ready: Your campaign has been created successfully and is scheduled for printing on the listed send date.
No action needed.Changes Required: The campaign can’t proceed due to an issue with the data or setup.
Some common reasons include:
No valid contacts in the mailing list
Missing required fields (e.g., country codes)
Incorrect or incomplete data
How to fix:
Open the campaign to view the error message(s).
Update your mailing list or campaign settings based on what the error says.
Re-initiate or update the campaign once the issue is resolved.
4. FAQs
Q: How can I check if my campaign was created successfully?
A: Go to Campaigns (Beta) > Overview. Your campaign should appear with a Ready status. For individual pieces, visit Orders > [Collateral Type] to view each item, its status, and its PDF.
Q: Can I use a mailing list I previously uploaded?
A: Yes. When choosing your mailing list source, select Select a previous list.
Q: Can I personalize my collateral?
A: Yes. Add merge variables during the Mailing List step and map them to columns in your CSV. These will populate dynamically in your chosen template.
Q: What if the address overlaps with my content?
A: Enable Insert Blank Page in the creative settings to ensure a buffer page is added before your content.
Q: What mailing classes are available?
A: Options often include USPS First Class, Marketing Class, Priority Mail, Certified Mail, and Certified with Return Receipt. Availability varies by collateral and account settings.
Q: Can I download a report of my campaign?
A: Yes. After creating your campaign, a Download Report button will be available with campaign details.
Q: How do I know if my campaign was successful?
A: Check the campaign’s status in Dashboard → Campaigns → Overview. A status of Ready means all orders have been successfully created and the campaign is scheduled for printing.
Q: What does “Changes Required” mean?
A: This status indicates an issue preventing the campaign from moving forward. You must fix the problem before the campaign can be processed. Error messages on the Campaign Details page will explain the issue.