Solutions : Automated Direct Mail - HelpCenter

Knowledge base

Direct Mail Basics with optilyz

• Welcome to optilyz
• Use cases and case studies
• Who uses optilyz?
• optilyz plans
• Benefits of direct mail automation

Marketing Cloud Integrations

• Getting Started
• Finding your API key
• API Documentation
• ActiveCampaign
• Apteco

Emarsys

• Emarsys
• Emarsys: Offline Mail Opt-In - Who can I write to by direct mail?
• Emarsys
• Vouchers in Emarsys

Salesforce Marketing Cloud

• Salesforce Marketing Cloud
• Salesforce Marketing Cloud

Webhooks

• optilyz Webhooks

Manual Mailings (CSV Upload)

• Step-by-step guide
• Segmentation Mailing - Personalization made easy
• How do I upload data for a single campaign?
• How do I create a CSV file?
• How do I open a CSV file (Windows)?

Automations

• Introduction - what to consider
• Step-by-step guide
• Bundling of Use Cases
• optilyz Validation Report (Automations) - Quality check
• Add Names To Variations

Design

• What do I need to consider when preparing my design?
• Design Templates (Germany) - Direct Download
• Design Templates (International)
• Fonts - what to know and what to consider
• Can I also send printed envelopes with optilyz?

Personalisation

• Step-by-step: campaign automation including image personalization in digital printing
• Introduction: Why (Hyper)personalization is worth it
• Basics: Simple Personalisation
• Advanced: Image Personalization
• Advanced: Text personalization

Data Transfer and Validation

• Introduction
• Checking the quality of the data set - Using the optilyz Mailing List
• Transferring files via SFTP
• S3 - Getting connected
• Data cleaning

Vouchers

• How can I assign voucher codes?
• Salesforce // Multiple vouchers and vouchers per variation
• How to connect a different voucher pool to each variation
• How to use multiple voucher pools on the same mailing?

Print and Postage

• How do I prepare my design for print?
• Triggering automated mailings on specific days
• In which processing step is my mailing currently?
• Sustainability: Can I use FSC paper with optilyz?
• Price Calculator

Delivery and Tracking

• How quickly will my mailing be delivered?
• Postal tracking for mailings with optilyz
• Returns & Senders - What are the different specifications?
• Multi-country mailings: Is it possible to send to several countries within one mailing?

Proofing and Control

• Do you check my designs before they go into print?
• Add control addresses to your direct mailing
• Will I get proofs?
• Is it possible to get a Proof PDF for my mailing?
• Print Proof Download Guide

Troubleshooting

• What do the strange symbols on my mailing mean?
• Why are there stains on my postcard?
• Loading issues on the optilyz platform
• Why is the final price of my mailing different from the costs in the price calculator?
• How is optilyz affected by the xz backdoor?

Terms and Conditions

• optilyz Partners
• Data Protection Information
• Download the ClimatePartner seal to include in your mailings
• I require a certificate of optilyz’s compliance with the ISO 27001 Standard
• Additional Service Fees

Platform

• Setting up Enterprise SSO & Automated User Provisioning (SCIM)