No-code integrations
Automate campaigns from the Lob dashboard
Easily set up and manage trigger-based campaigns to integrate direct mail into your customer journeys. These solutions are best-fit options for teams that don't have easy access to engineering resources to build a full API integration and would like to connect to their customer data right from the Lob dashboard.
From the Integrations dashboard, users can connect and authenticate their CRM account, then from within the Campaigns tool, manage what changes or events trigger mail and automate the dispatch of individual mailpieces using these triggers.
No-code integrations are exclusive to our users on paid plans. Upgrade your Print & Mail edition to gain access, or contact our sales team to learn more.
Available no-code integrations
Agile CRM *
Freshsales Suite *
Pipedrive *
Zoho *
More to come!
*Platform in closed beta; reach out to your Account Manager to enable or sign up here.
Your feedback will help us prioritize the next integration: Please note your interest here or reach out to your Account Manager to discuss your needs.
How to send Automated campaigns from the Lob dashboard
Once functionality has been enabled in your account, you will be able to execute the following.
First, connect to CRM
From the Integrations tab on the Lob dashboard, you can add or manage available connections. Detailed instructions for each available platform are linked above.
Then, you can set up an automated campaign
Users can directly create an automated campaign from the Integration section or click the “Create Campaign” button at the top of any dashboard page to launch the campaign creation flow.
When you enter the Campaigns workflow, select the Automated option. This setting means that the mailpiece you create will be automatically sent out when the designated trigger, i.e., the change in the database, occurs. (You will set up the trigger in Step 2.)
In Step 1: Configure campaign, select Postcard, (8.5x11) Letter, or Self-Mailer (other mail types or inventory not available).
In Step 2: Add Audience, you will set up a Campaign Trigger. A trigger is the criteria in your database that signals Lob to create mail
First, you will select the Integration Type, or CRM you have connected to, then indicate the Table where the data resides. Next, specify the Function, or what change Lob will be looking for: A new row is added, A row is updated, or Date-based triggers. You will then have the option to Add Filters from there.
Trigger details
Row/record is added | A new member signs up or creates an account, prompting first touch outreach |
Row/Record is updated | Something about an existing recipient has changed, i.e., their email address fell off, their address changed, a status changed (a prospect became a customer, or a customer downgrades), so a mailer wants to reach out |
Future Dates | Mailer wants to reach out to customers whose renewal is in exactly 60 days, or falls anytime within the next 60 days |
Past Dates | Mailer wants to reach out to members who signed up for a trial 14 days ago and encourage sign up for a paid plan |
Filters | Filter by all types of attributes: - string: cities, states, etc. - dates: birth dates, sign up dates, etc. - boolean: true false attributes (e.g., Legacy customer = True or False) - numeric: number of purchases, etc. “IS” and “IS NOT” are supported |
Apply Advanced Settings.
Delay to Print: Timing when the mailpiece gets sent to the recipient
Frequency: If the same household meets the trigger logic, the user can control how many times they want to send this out
Suppression: Do not send mailpiece if the recipient has converted (coming soon)
Next, you will map the required address variables from columns in the CRM. The data for these variables must be in the same table as the trigger.
Then continue your campaign setup: Step 3: Choose Creative, and Step 4: Review campaign.
Your Lob Credits balance must be $25 or more to place an order for an automated campaign.
After you "Place Order" the automated campaign will remain in an "Active" state and Lob will send out the designated mailpiece when the trigger occurs (whenever a selected change in the CRM/CDP happens).
Managing Automated campaigns
An automated campaign can be managed as you would any other in the Lob dashboard: select Campaigns from the left navigation. Filtering is available and you can click into any single campaign for more detail.
Summary-level and detailed information about your campaign will be displayed on the details page.
Pause Campaign or Resume Campaign at any time by clicking the button on the Campaign detail page. When a campaign is paused, Lob will not produce mail in response to any new trigger matches. Any already triggered/queued mailpieces will still go out.
Mailpieces can be canceled individually or in bulk from the View All Mailpieces tab on the campaign's detail page.
Troubleshooting Automated campaigns
Why don’t I see mailpieces for my Automated campaign?
Lob looks for trigger matches and generates mailpieces in response at the following times:
When then the campaign is first ordered
A scheduled job every 30 minutes specifically looking for trigger matches
If you do not see mailpieces, it is possible that the sync job has not occurred yet to look for trigger matches.
Mailpieces that do not match your campaign’s trigger criteria will not generate any mailpiece records. The trigger logic and settings are always available on the Campaign Details page to verify setup.
If you are missing mailpieces and would like additional help, please email us at support@lob.com for assistance.
My campaign is paused because of data changes in my integration instance. What do I do?
Lob performs daily checks to ensure that the tables and columns used in your Automated Campaigns are still available. If a table or column used in an Automated Campaign is modified in your integration instance, we automatically pause the campaign and notify you via email.
To resolve this issue, you can either restore the deleted table or column, or rename another table or column to match the original naming convention.
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