Automated Direct Mail - HelpCenter

Direct Mail Basics with optilyz 11

• ⏯ Welcome to optilyz
• Use cases and case studies
• Who uses optilyz?
• optilyz plans
• Benefits of direct mail automation

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API 6

• Getting Started
• API Documentation
• ActiveCampaign
• Apteco
• Braze

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Emarsys 4

• Emarsys
• Emarsys: Offline Mail Opt-In - Who can I write to by direct mail?
• ⏯ Emarsys
• Vouchers in Emarsys

Salesforce Marketing Cloud 2

• Salesforce Marketing Cloud
• [ ▶ ] Salesforce Marketing Cloud

Webhooks 1

• optilyz Webhooks

Manual Mailings (CSV Upload) 6

• How do I create a CSV file?
• Segmentation Mailing - Personalization made easy
• 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?

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Automations 6

• Introduction - what to consider
• Step-by-step guide
• Bundling of Use Cases
• optilyz Validation Report (Automations) - Quality check
• Add Names To Variations

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Design 8

• Design Templates (DE & International)
• What do I need to consider when preparing my design?
• Are there design best practices for direct mail?
• Fonts - what to know and what to consider
• Setup of data sets and layouts for international mailings

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Personalisation 8

• Introduction: Why (Hyper)personalization is worth it
• Basics: simple personalization
• Advanced: Image Personalization
• Advanced: Text personalization
• Other personalization options

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Data Transfer and Validation 8

• Introduction
• Transferring files via SFTP
• S3 - Getting connected
• Data cleaning
• Premium Data cleaning - Addressfactory

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Vouchers 4

• How can I assign voucher codes?
• Salesforce // Multiple vouchers and vouchers per variation
• How to connect a different voucher pool to each variation
• How to use multiple voucher pools on the same mailing?

Print and Postage 12

• Triggering automated mailings on specific days
• How quickly will my campaign be printed?
• Where are the mailings printed?
• I have some pre-printed materials. Can I use them?
• Sustainability: Can I use FSC paper with optilyz?

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Delivery and Tracking 4

• How quickly will my mailing be delivered?
• Postal tracking for mailings with optilyz
• Returns & Senders - What are the different specifications?
• Multi-country mailings: Is it possible to send to several countries within one mailing?

Proofing and Control 4

• Do you check my designs before they go into print?
• Add control addresses to your direct mailing
• Will I get proofs?
• Is it possible to get a Proof PDF for my mailing?

Troubleshooting 4

• What do the strange symbols on my mailing mean?
• Why are there stains on my postcard?
• Loading issues on the optilyz platform
• Why is the final price of my mailing different from the costs in the price calculator?

Terms and Conditions 5

• optilyz Partners
• Data Protection Information
• I require a certificate of optilyz’s compliance with the ISO 27001 Standard
• Additional Service Fees
• API Documentation