Postalytics Integration

Summary

Vision’s integration with Postalytics automates physical mail delivery for both invoicing and marketing. This direct connection to your Postalytics account enables Vision to generate and mail professionally branded invoices and personalized marketing materials via USPS—no manual handling or third-party steps required.

This integration enhances customer communication across the full lifecycle—from billing to campaign retargeting—through dynamic, automated mailings.


What This Integration Does

  • Automated Invoicing: Vision generates PDF invoices and mails them via USPS through Postalytics.

  • Targeted Marketing Postcards: Mail address-based, personalized postcards using rooftop-level service area accuracy.

  • Dynamic Personalization: Add QR codes and unique URLs per recipient, leading to pre-filled carts or campaign pages.

  • Performance Tracking: Monitor engagement through Postalytics QR code analytics.

  • Automated Campaign Workflows:

    • Abandoned cart retargeting

    • New mover outreach

    • Post-cancellation follow-up

    • Network service notifications


System Requirements

To enable the Vision + Postalytics integration, you must have:

  • An active Postalytics account (Sign up here)

  • A valid payment method on file in Postalytics

  • The following configuration information provided to Vision Support:

    • Postalytics API Key (required)

    • Authorization Header format:

      "Authorization: Bearer "

    • Invoice remit address to appear on mailed invoices

    • A Postalytics contact record URL to use on the invoice cover sheet
      (e.g., https://app.postalytics.com/contacts/contact_ABC123xyz)

    • Return envelope preference (optional but needed for configuration)


How It Works

Step 1: Create Your Postalytics Account

Step 2: Provide Setup Details to Vision

Send the following to Vision Support:

  • Your Postalytics API key

  • The Authorization header format noted above

  • The remit address for invoices

  • A contact link for the invoice cover page

  • Return envelope preference (if applicable)

Vision will configure the integration using these details—no login credentials required.

Step 3: Vision Automates Mailings

After setup:

  • Vision automatically sends invoices via USPS through Postalytics

  • Postcards are generated and mailed via workflow logic

  • QR codes and URLs are personalized and tracked


Template-Driven Automation in Vision

Content Templates

  • Invoices: Templated PDFs with layout, branding, and dynamic fields such as subscriber name and billing amount.

  • Marketing Postcards: Templates include placeholders for personalized content—QR codes, address-specific links, and promo info.

Workflow Templates

Define when and why a mailing is sent. Examples:

  • Mail invoice when a new bill is created

  • Retarget abandoned carts with discount postcards

  • Welcome new movers with an offer

  • Follow up after service cancellation

  • Notify customers about upcoming service events

Vision handles the logic and personalization. Postalytics fulfills the printing and mailing.


Key Notes

  • This integration supports U.S. mail delivery only via Postalytics.

  • Vision uses your API Key via Authorization Header—no account credentials are shared.

  • Works for both transactional and promotional mail.

  • Email options in Vision are separate and not connected to this integration.


Benefits

Automates Billing — Print and mail invoices without lifting a finger
Enables Scalable Personalization — Unique QR codes and URLs per customer
Improves Targeting Accuracy — Better than mass-mail tools like EDDM
Reduces Manual Work — One setup = ongoing automation
Enhances Customer Touchpoints — From acquisition to retention


Troubleshooting & Support

Issue Possible Cause Resolution
Invoice not sent Missing or invalid API key or header Recheck API key and authorization format
Postcard targeting off Incorrect filters or service area settings Review Vision campaign filters
QR tracking issues Malformed URLs or QR logic Double-check campaign QR/link config
Mailing delays USPS or Postalytics processing time Check status in your Postalytics dashboard

Setup Checklist

✅ Postalytics account created and funded
✅ API Key generated and shared with Vision
✅ Authorization header properly configured
✅ Invoice remit address and contact URL provided
✅ Mailing preferences reviewed
✅ Test run of invoice/postcard verified


Need Help?

Questions or setup issues? Contact Vision Support—we’ll make sure your invoices and campaigns get from dashboard to doorstep without a hitch.