What is HerbMail Postal and how do I use it? – Herb

Direct mail is one of the most effective ways of retargeting website visitors. With Herb Postal, you can have postcards sent to your visitors, with Herb providing the physical address, then printing and shipping the card for you.

What is Herb Postal?

Herb Postal is a service that will find physical addresses and send postcards to a subset of your website visitors - based on criteria you define (i.e. anyone who abandoned a cart). Taking advantage of Herb Postal is easy, and each of these steps is outlined in more detail below:

You will design and upload the postcard template into Herb.
You define criteria (typically within your existing marketing platform) of who should get a postcard - those profiles will be uploaded to Herb in real-time via API. All you need to give us is an email address.
Herb will lookup the physical address, based on the email address, and then send a postcard to anyone whose address we can identify.
Start small or big, the choice is yours! Purchase packages of postal credits, with built-in bulk discounts, that you can set to auto-reload when you run out.

What visitors are good candidates to send postcards to?

You can decide on what audience should receive postcards! If you're not sure where to start, we recommend targeting visitors who abandon a cart or a checkout without making a purchase.

How do I prepare and upload a Postcard on Herb?

Please follow the below requirements to prepare your postcard to upload on Herb:

Need guidance on how to design a good postcard? Follow these best practices.
The Postcard needs to be in PDF format.
The PDF file should have page dimensions of 6.25 Inches(width) x 4.25 Inches(height).
The PDF file should contain two pages. The first page is for the front of the postcard and the second page is for the back of the postcard.
Here is the sample Postcard PDF file you need to follow.

Please follow the below requirements to upload your postcard to upload on Herb:

Go to the “Postal” tab from the Herb Dashboard
Click on “Postcard configuration”

Click on "Upload a PDF" and add the Postcard file you want to send to your contacts from Herb.
Click "Submit"
Please make sure that the "Postcard" toggle is turned on from the top.

How do I integrate my marketing platform with Herb for Postal?

Prerequisites:

You will need to get the following information from Herb Dashboard:

Webhook URL: https://api.herb.report/postal/postcard
Integration ID: Go to the “Postcard configuration” tab and copy it from there
Postal API key:
- Go to Settings
- Click on "API key"
- Click "Create New API key"
- Add the Key Name and description
- Select "Postal" under Scopes
- Click "Create"
- Copy and save the API key

Integration using Webhooks:

You can integrate your email marketing platform with Herb using Webhooks. If you want to integrate with Herb Postal API directly, you can follow this guide.

Klaviyo Integration

We are going to demonstrate an example using Klaviyo on how to integrate your Klaviyo account into Herb Postal.

Go to Klaviyo Dashboard
Click on "Flows"
Click "Create from Scratch"
Add a name for your flow (It can be Herb Postal)
Click "Create Flow"
Select the trigger as per your choice e.g. If you want to send a Postcard to the users who openend emails but did not placed order in last 30 days. You can create a segment for that on Klaviyo and then use that segment as the Flow trigger here.

Add webhook as the next step in the flow
Use the following configuration in the webhook:
- Destination URL:
- https://api.herb.report/postal/postcard

Add a header:

Key: x-api-key

Value: Postal API key you copied from the dashboard

JSON body :
{
"integration_id": "Integration ID you copied from the dashboard",
"email": "{{ person.email }}"
}

Click "Save"

Click on "Review and turn on"
Select "Live" as the Action status
Finally, Click on "Turn on"

How do I purchase Herb Postal credits?

Go to the “Postal” tab from the Herb Dashboard
Click on “Buy Packages”
Click on "Buy More Credits"
Click "Select" under your desired Package and proceed to make the purchase
Once you complete the purchase, you will have credits available in your account to service the Herb Postal.