Hi there and thanks so much for trying PostPilot! We can't wait to help you boost revenue and retention while delighting your customers and prospects. 

In this article, we'll take you through some of the core aspects of using PostPilot, from creating your card to sending your first campaign. And remember, we offer complimentary concierge service to all qualifying stores and subscribers. Our team of pros can help with everything from strategy to set up to design, following our best practices from sending millions of cards.

Create Your Card

Your first step is designing your card. 

If you have a designer on your team, it’s as simple as uploading a file. If not, we’ve made it easy for even non-creative-types to build a beautiful design. Grab one of our templates and customize it in a few clicks, or use our user-friendly drag and drop tool to create your own impressive design from scratch.

Not only that, with PostPilot you can get personal by adding the customer’s name or other details anywhere on the card.

Do you still have questions? Contact us or check out these additional resources:

Choose Your Audience

Segments are groups of customers that meet certain criteria. For example, customers that have purchased a particular product, live in a specific city or have purchased at least a certain number of times.

Segments are dynamic. This means that as soon as a customer meets the segment criteria, they automatically get added to that segment. If something changes and they no longer meet the criteria, they automatically get removed. 

For example, you might want to send a campaign promoting t-shirts to any customer that purchased jeans but did not purchase a t-shirt within 60 days of their jeans purchase. If customer A purchases jeans today, she will be scheduled to receive that campaign in 60 days. However, if she buys a shirt on day 59, she'll automatically be removed from that segment and will not receive the campaign. 

Adding funds to your account

To send campaigns, you will need to add enough funds to your account for the cards that you are planning to send. If you are running an automated campaign, once the funds are depleted, the campaign will simply stop sending cards. To prevent this from happening, you can set your account to automatically top up your funds when you run low.

Sending Campaigns

Now it's time to send your campaign. You can choose between sending a one-off campaign to a group of customers, or an automated campaign that sends cards automatically as soon as a customer meets the criteria you define.

Just select which card they should receive and which audience segment should receive it.

This is also where you can track the results of each campaign. 

PostPilot automatically tracks purchases made by customers receiving your campaign, or you can define a coupon code unique to that campaign for additional tracking.

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