Скачать или смотреть Click2Mail Connect - Create a Template

Supercharge your direct marketing automation with Click2Mail Connect. Click2Mail Connect seamlessly weaves high-impact physical mail into your existing digital workflows. Mail letters, postcards, certified mail and more.

To create integrations in Click2Mail Connect, you have to do three main steps:

1. Connect your Click2Mail account and your CRM account in Click2Mail Connect. Direct integrations are available with Podio, Salesforce, Follow Up Boss, GoHighLevel, and Google Sheets. More direct integrations are coming soon!

2. Create a job template in your Click2Mail account. This establishes properties related to your mail like mailpiece type and production settings.

3. Create the integration in Click2Mail Connect.

This video covers the second step: creating a job template in your Click2Mail account.

We have another demo that shows you how to create a document that includes mail merge fields for Click2Mail Connect. Check it out here:    • Click2Mail Connect - Create a Document for...  .