Internal integration within Lob

Easy automation within Lob and the Campaigns tool
Take advantage of the ability to easily set up & manage event-based campaigns—all from within the Lob dashboard. Users can connect and authenticate their CRM account, manage what changes/events trigger mail, and dispatch individual mailpieces using these triggers in the Campaigns tool.
This feature is currently in closed beta while we continue to expand functionality. Reach out to your Account Manager to learn more.

Available integrations within Lob

  • More to come! If you are interested in exploring either integration within Lob, please reach out to your Account Manager or contact us to discuss your needs—your feedback will help us prioritize the next integration.

How to send event-based campaigns from the Lob dashboard

Step 1: Connect to CRM

From the Integrations tab on the Lob dashboard, you can add or manage available connections. See detailed instructions for each CRM currently available (noted above).
sample of Integrations tab

Step 2: Create Trigger

You can then create and manage triggers i.e., the database change that will trigger a direct mail piece to be created and sent.
sample Create New Trigger

Step 3: Set up an event-based campaign

  1. 1.
    After clicking Create Campaign, a user can select the Event-Based option. This setting means that the mailpiece you create next in the Campaigns workflow will be automatically sent out when the designated trigger (the change in the database) occurs.
  1. 2.
    In Step 2, Add Audience, you will select a trigger from those you have set up.
  1. 4.
    Then you will map the required address variables (from columns in the CRM).
  2. 5.
    You can then continue your campaign setup: Choose Creative, Review campaign, and "Place Order."
  3. 6.
    Once the remainder of the Campaigns workflow is completed and submitted, Lob will send out the designated mailpiece when the trigger occurs (whenever a selected change in the CRM/CDP happens).
  4. 7.
    Event-based campaigns will remain in an "Active" state (you can "Stop Campaign" at any time) and otherwise can be managed as you would any other in the Lob dashboard.
If you are interested in further exploring integrations in Lob, please reach out to your Account Manager or contact us.
Last modified 6d ago