|Creating a MailshotMaker channel profile|
|Using the MailshotMaker node in a program|
|Viewing usage statistics for a MailshotMaker profile|
|Deleting or disabling a MailshotMaker profile|
In partnership with Royal Mail, the MailshotMaker channel can be used in programs to automate sending mail, such as postcards, letters and sealed mailers, to UK-based contacts.
This enables you to create professional direct marketing materials to engage your contacts.
Start by creating a MailshotMaker account, if you haven't done so already. Please make sure your MailshotMaker account has all the required billing and organisational details filled. You'll then be able to create a MailshotMaker channel profile. From there, you'll be able to drag and drop a MailshotMaker node into your programs that will then automatically deliver campaigns by post when reached by contacts.
To create your MailshotMaker channel profile, follow these steps:
- Click on the person-and-cog icon in the bottom left corner of the app and select Channel management.
- Under the 'Channel' column, click MailshotMaker.
- Click New profile.
- Click Log in to MailshotMaker.
- You'll be asked to log into your MailshotMaker account by entering your username and password; click Login when completed.
- You will be taken to a page where you can name your new profile (this field is required), choose a different MailshotMaker account to add to your channel, and change the status. You are also required to map the following contact data fields: first name, last name, postcode, and address line 1. If you're new to contact data fields and want more information, check out this article.
- Once the four data mapping fields have been assigned, click Save.
- The channel been created! You will then be taken to an overview of your MailshotMaker channel. Here you will see 'Profile name', 'Contacts synced in the last 7 days', and 'Status' columns.
The place where you add the MailshotMaker node into a program is the point where contacts will be automatically added to the selected design.
To create and configure a MailshotMaker node, follow these steps:
- Drag and drop the MailshotMaker node into your program and then click on it to configure the node's action.
- The configuration panel will slide in from the right.
Click on Select a design to select the campaign that will be sent to your contacts when they reach this node (you will have created it already in your MailshotMaker account for it to appear on this list).
At this point, your MailshotMaker node is ready and waiting for when you activate your program.
Once your program's activated and contacts reach this node, you'll be able to see how many contacts have passed through it and have been added to the selected design.
Contacts will continue to the next node as normal.
The MailshotMaker channel page (accessed from your account settings by clicking on Channel management > MailshotMaker) lists your account profile and will show you how many contacts have been synced in the last 7 days for the profile.
A note on usage statistics
- Usage statistics are stored for 30 days.
To drill down into more detail, click on the figure under 'Contacts synced in the last 7 days'. This will additionally tell you the date of the sync, the total number of contacts who failed to sync, and any specific warning messages received.
You can filter by contacts successfully synced, failed contacts, and warnings; you can also adjust the date range.
To view a searchable list of synced contacts and the time at which they joined your audience list, click on the 'Contacts synced' statistic. The 'Contacts' panel will slide in from the right.
Please note (before deleting or disabling a profile)
- You can't delete or disable a profile that's in use in an active program.
- Deleting a profile deletes all usage statistics for that profile.
- Disabling a profile stops users from selecting the profile in a MailshotMaker node until you enable the profile again.
To delete a MailshotMaker profile:
- From your account settings (person-and-cog icon on the bottom left corner), go to Channel management > MailshotMaker.
- Select the checkbox next to the name of the profile you want to delete.
- Click Delete.
To disable a MailshotMaker profile:
- From your account settings, go to Channel management > MailshotMaker.
- Click the name of the profile you want to disable.
- Select Disabled next to the 'Status' field.
- Click Save.