Direct Mail setup

Requirements

As part of this process, you will require the following:​

  1. Eloqua administrator account access​

  2. Is the printer in-house, a third party specified by yourself or integration with the Instant Marketing provider?​

  3. What are the specifications and customisations?

Installation

If you haven't already done so, install the product

*Installation links will be provided by your account manager

Location

  • After installation, a new “Direct Mail” step is available within your Campaign or Program steps menu (to the left of any campaign/program).​

  • If you cannot see the connector – click the ‘expand’ icon twice to show all steps.​

Please Note:

If you cannot see the connector – click the ‘expand’ icon twice to show all available steps.

Configuration

To access the connector configuration, please follow the instructions below:​

  1. Add the step to the canvas​

  2. Double click on the created step to load the step information (see image to the left)​

  3. Click the ‘Pencil’ icon ​

  4. Click ‘Let’s Go!’ on the pop-up. ​

Administration

You can setup the Administration settings at the following location (from the configuration screen)​

  1. Click Setup located at the top right​

  2. Click Settings from the drop-down menu​

  3. Click DirectMail from the resultant screen​

  1. Direct Mail Provider: Display Name​

  2. Post API Key: API code provided by the provider

Please Note:

The ability to add a Direct Mail provider is not available. We can add additional providers upon request.

User Instance

Individual Instance: Message​

This tab allows you to view and manage the details relating to the Direct Mail instance:​

  • Type: ​ Specify whether you wish to send a postcard or Letter and then select the relevant template (or create a new one)​

  • Image (postcard only): ​ URL of the image you wish to use as the front-side image​

  • Message: With field merge, CDO field merge & personalised URLs​

  • Dry run mode: ​ Generates pdf preview instead of email​

  • BPost Specific:​ View and manage the settings associated to BPost​

Individual Instance: Stats​

This tab allows you to view information in relation to the performance of the specific instance.​

  • Outcome​ ​

  • Results during a specific timeframe​ ​

  • Split test comparisons

Examples

The process is follows:

  • This starts with an always-on segment, so you set it once and it keeps synching new target contacts​

  • Each contact is sent a Direct Mail piece. After that, the campaign waits 2 weeks before it moves onto the next step​

Direct Mail Checklist

Step by Step Checklist

  • Install the Instant Marketing main app​

  • Install the specific Direct Mail component

  • Expand the element selector on the canvas to locate the Direct Mail connector and select the star to ensure ​ it will be shown on all levels of the menu​

  • Confirm the printer that is being used. Is it in-house? a third party specified by the client? or the Instant . Marketing third party printer?​

  • Confirm the specifications and customisations that are required.​ ​