Tips, Tricks & Best Practices

EMcGrath
Top Contributor

Tracking Direct Mail in Hubspot?

SOLVE

We are planning to do some of our own direct mailing in house for prospects, as we've tested a few tools that aren't quite what we are looking for. Have other folks implemented best practices for tracking when they are shipping items to prospects/ customers directly, in Hubspot?

1 Accepted solution
Jigar_Thakker
Solution
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

Tracking Direct Mail in Hubspot?

SOLVE

@EMcGrath 

 

In that case, you can create contact properties example "Parcel shipped" and set the field type as yes or no which will help you in segmenting contacts to whom you have shipped or not simultaneously it will help you out in reporting also 

Jigar Thakkar

Chief Business Officer

HubSpot Wizard | Community Champion

mobilePhone
+91 9082479770
emailAddress
jigar@insidea.com
website
www.insidea.com

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4 Replies 4
KVillena
Member

Tracking Direct Mail in Hubspot?

SOLVE

Hi @EMcGrath You can use our HubSpot Direct Mail to send and track direct mail from Hubspot. 

Here is the link https://app.hubspot.com/ecosystem/44482299/marketplace/apps/marketing/marketing-automation/postgrid-...

You can track all the direct mails within HubSpot using our application. Here is the HubSpot Tutorial:

https://www.postgrid.com/guides/hubspot/

0 Upvotes
Jigar_Thakker
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

Tracking Direct Mail in Hubspot?

SOLVE

@EMcGrath 

 

Yes, it is possible to track when items are shipped to prospects/customers directly in HubSpot by using a personal or team email connected to HubSpot and setting the connected email as the Reply-to address for tracking replies. 

 

Kindly go through this article and understand how it works:https://knowledge.hubspot.com/email/track-replies-to-marketing-emails-sent-from-your-connected-inbox

 

Let me know if you have any follow-up questions.

If my post was helpful in addressing your query, Support the community by indicating it as the solution.

Jigar Thakkar

Chief Business Officer

HubSpot Wizard | Community Champion

mobilePhone
+91 9082479770
emailAddress
jigar@insidea.com
website
www.insidea.com
0 Upvotes
EMcGrath
Top Contributor

Tracking Direct Mail in Hubspot?

SOLVE

Thank you! I am aware of activity tracking via email, but think what I was more so curious of is how others are tracking when they are shipping a package.  

Perhaps it's as easy as making sure the person shipping is adding a note to a contact with the information we are wanting to track (what we shipped, tracking #s, when it shipped, etc..), but am not sure how that would translate into reporting.

0 Upvotes
Jigar_Thakker
Solution
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

Tracking Direct Mail in Hubspot?

SOLVE

@EMcGrath 

 

In that case, you can create contact properties example "Parcel shipped" and set the field type as yes or no which will help you in segmenting contacts to whom you have shipped or not simultaneously it will help you out in reporting also 

Jigar Thakkar

Chief Business Officer

HubSpot Wizard | Community Champion

mobilePhone
+91 9082479770
emailAddress
jigar@insidea.com
website
www.insidea.com