How do you log mass postal mailers efficiently in HubSpot?

[KtenHman]

Has anyone had any success in logging mass postal mail in HubSpot?  I know how to do it, adding it as a custom property, but that's really not ideal, having to do that for every mailer.  TIA!

[KtenHman]

Ideally, when I'm building my campaign, there would be an option for printed mail like there is for all the digital assets. It would be even better if I could associate the custom QR code so that it's included when I'm evaluating attribution.

[BérangèreL]

Hi @KtenHman and Happy Friday!

Thank you for your suggestion on the HubSpot Community!

I’ve noticed a similar idea already present in our Ideas Forum: Postal Mail as Asset in Campaigns.

To contribute, you can upvote the existing idea and share more details about your specific use case in the comments.

As a workaround, you could use the Data Hub to connect and map the essential attribution data generated by your custom QR code, ensuring that performance is accurately captured and measured alongside your digital campaign efforts.

Or you could still track print touchpoints by adding them as "Other" assets and using QR codes with appropriate tracking links. 

Here are some resources that you might be interested in:

- Use campaign attribution reports
- Associate assets and content with a campaign

I hope this helps!

Have a lovely weekend!
Bérangère

[lancomeoryx]

You could streamline this by creating a custom activity type or using a workflow integration to log mass mailers in bulk instead of adding a custom property each time.

[BérangèreL]

Hi @lancomeoryx and thank you so much for contributing to the HubSpot Community!
 

I see you’re suggesting the use of a custom property (activity type). I’d love to hear more about your workflow, are there any specific triggers and actions you’d recommend to help @KtenHman streamline this process?
 

@KtenHman, you might also find these resources helpful:

- Engagements | Postal Mail
- Create or log activities on a record

Thanks again, and wishing you a wonderful weekend!
Bérangère

[karstenkoehler · Accepted solution]

Hi @KtenHman,

Could you share what your ideal process would look like?

In general however, it's unlikely that any alternative is going to be faster than bulk editing a property value or importing into it. That is a lean process already.

Best regards!