Automated Direct Mail - HelpCenter

Resources 1

• Design Templates (DE & International)

Frequently Asked Questions 0

Tools 1

• Price Calculator

API 2

• API Documentation
• optilyz Webhooks

Remote Storage 0

Marketing Cloud Integrations 3

• Emarsys
• [ ▶ ] Salesforce Marketing Cloud
• ActiveCampaign

Introduction 4

• ⏯ Welcome to optilyz
• Use cases and case studies
• Who uses optilyz?
• optilyz plans

Introduction 2

• Introduction - what to consider
• Step-by-step guide

Introduction 3

• Introduction - what to consider
• Step-by-step guide
• Benefits of direct mail automation

API 4

• Introduction
• API Documentation
• Apteco
• Braze

Remote Storage 3

• Introduction
• Transferring files via SFTP
• S3 - Getting connected

Marketing Clouds 4

• ⏯ Emarsys
• Salesforce Marketing Cloud
• CrossEngage
• Emarsys: Offline Mail Opt-In - Who can I write to by direct mail?

Features 9

• Data cleaning
• 1:1 Image Personalization
• Segmentation Mailing - Personalization made easy
• 1:1 Image Personalization with Emarsys Personalization Service
• New triggers for automated mailings

View all 9

Tools 1

• Price Calculator

Printing processes 10

• What's the difference between Offset and Digital?
• Which formats does optilyz offer?
• How quickly will my campaign be printed?
• Where are the mailings printed?
• I have some pre-printed materials. Can I use them?

View all 10

Designs 6

• What do I need to consider when preparing my design?
• How do I prepare my design for print?
• How do I personalize my designs?
• Do you check my designs before they go into print?
• Are there design best practices for direct mail?

View all 6

Address data 6

• How do I create a CSV file?
• How do I open a CSV file (Windows)?
• How do I open a CSV file (Mac OS)?
• How do I upload data for a single campaign?
• How do I transfer my data for an automation?

View all 6

Voucher codes & Tracking 3

• How can I assign voucher codes?
• Personalized or non-personalized vouchers?
• How do I assign voucher codes in an automation?

Other 13

• How quickly will my mailing be delivered?
• What should the minimum volume of a campaign be?
• Why does my mailing have color marks/water stains?
• International delivery - what do I need to consider?
• Do I have to pay postage upfront?

View all 13

Terms, Conditions and Data Privacy 2

• optilyz Partners
• Data Protection Information