Program extensions: Lob

Learn about the Lob program extension and how to set it up.

Overview

The Lob extension can be used in programs to send direct mail and postcards to contacts when they reach the Lob node.

Important

Before moving on, make sure you:

  • Read our Enable a program extension article
  • Create an account with Lob
  • Contact your account manager so they can enable the Lob extension in your account

Creating a Lob channel profile

To create your Lob channel profile:

  1. Go to Settings > Access > Extension profiles > Add.
  2. Select Lob from the Please select provider type drop-down menu.
  3. Select OK.
  4. Add your profile and authentication details. If you select Limit the rate that requests are made by this profile, it means Lob won't allow too many requests to be sent at once by the same profile.
  5. Select Next.
  6. Set your data fields.
  7. Select Save.

Configuring your Lob extension

To configure your Lob extension:

  1. Go to the Program builder.
  2. Select Extensions.
    extensions.png
  3. Drag the Lob extension into your program.
  4. Select the Lob node.
  5. Choose the profile you want to use.
    lob1.png
  6. Configure your postcard settings.
  7. Select Apply.

Important

It's important to keep the following in mind:

  • Make sure you're supplying accurate data in your requests, otherwise your extension won’t work.
  • We can’t guarantee the success of your extension requests, or verify whether your data is executable, before you use the Lob extension node.
  • Make sure you’re complying with the data requirements of the extension provider.

Testing the node

After you complete the configuration process, you should test the extension to see if it works properly:

  1. Select the Lob node.
  2. Select Find contact.
  3. Select a contact from a test address book.
  4. Select Submit.

A response is provided, so you can see if the extension is working or not. If your test is successful, select Apply.

Once a program is activated and a contact reaches the Lob node in your program, a postcard is mailed to your contact's address. The contact’s address is provided by the configured contact data fields.

See also

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