Creating a Mailing

Note: a user’s account settings determine the user’s level of system access. Therefore, several of the options and/ or tabs may not be available to all users. Please contact your site's administrator for additional information.

After creating a campaign, you can create a mailing within that campaign. The send tab allows you to create three types of mailing:

one-time mailing - a mail intended to be sent once, e.g. to inform your customers of new store opening.

Note: one time mailings are created in the drafts tab and may use either the simple send creation process or the advanced process detailed below, depending on your configuration.
Recurring mailing - a mailing that is sent on a schedule, e.g. a monthly newsletter populated with content from an RSS feed or by using Webfetch.

Tip: to learn more about setting up recurring mailings, contact the PostUp Professional Services team.
Drip mailing - a set of automated emails that go out based on a specific schedule or user behavior, e.g. a countdown for a special offer. Drip mailings are managed from the Drip Planner.

There are also two special types of mailing created from templates:

Triggered mailing - an automated mailing that is the result of an API call, e.g. a welcome email to a new subscriber.
News alert - a specialized mailing template for breaking news. This feature can be manual or automated.

To create a new one-time, recurring, or drip mailing:

Select the send tab in the main menu.
Select the type of mailing from the left-hand menu.

Note: one-time mailings (including those built using the simple send process) are created from the drafts menu.
Select the new mailing button to open the create new mailing popup.
If using a simple send template, select a template for your mailing from the template dropdown list.

Note: depending on your configuration, you may only have the simple send mailing. This allows you to use the simple send process to bypass many of the following steps.
Enter a mailing title to identify your mailing in the mailings table. This is not visible to recipients and used for internal purposes only.

Tip: the mailing title is editable from within the mailing workflow.
Open the campaign dropown menu and select the campaign to which you are assigning your mailing.
Select the radio button next to the desired mailing type.
Select your desired brand from the dropdown box. This will populate the appropriate header information in your mailing and pull in all lists associated with that brand.
Press the create button to save your settings and proceed to the mailing workflow.

Tip: you can also clone a previously created mailing to use as a starting point. Hover over the actions column of any draft, template or deployed mailing and select the copy icon.

When you enter the mailing workflow you will begin on the general tab. This tab displays the campaign information entered when creating the mailing.

If you need to make changes, press the apply changes button to save and validate your changes.

Use the next button to proceed through the workflow and:

Note: each tab has a progress indicator.

The green checkmark indicates that PostUp has validated the information on the workflow tab.
The yellow checkmark indicates that the tab contains default or cloned information.
The red exclamation point indicates that you have an empty required field or a field contains invalid information.

The option to send a mailing will only become available if each workflow tab reflects a green checkmark.