Discover how to leverage the thanks.io integration with HubSpot to effortlessly send postcards, letters, notecards, and gift cards right from your HubSpot CRM.
Start by installing the thanks.io app for HubSpot - just Click Here. Then, continue reading to learn how to make the most of the integration.
Send Direct Mail using thanks.io
Step 1
To send any kind of direct mail through the thanks.io integration in HubSpot, begin by choosing a contact or company record within your HubSpot CRM.
Step 2
On Contact's Column tab, click Overview
Step 3
Scroll to thanks.io Step-by-Step send wizard. Note - if you don't see the wizard on your Contact View, an administrator will need run the steps in the Add thanks.io to your HubSpot Contact View section.
Step 4
Select the Mail Type you'd like to send.
Step 5
Select the Image Template you'd like to send. This is the front of the mailer for postcards, notecards, and giftcards. And this is the background image of cover letters. If you currently have no image templates, they can be added at https://dashboard.thanks.io/image_templates.
Step 6
Add a message for the mailer. For postcards this is the back of the postcard. For notecards and giftcards this is the inside of the mailer. And for letters this is the cover letter.
You can select a message template, or enter a custom message. Note for giftcards a message template is required. New message templates can be added here https://dashboard.thanks.io/message_templates
Step 7
Review the creatives for your mailer. If all looks good, hit Send
Add thanks.io to your HubSpot Contact View
These steps are only required once per account by an account admin.
Step 1
Navigate to one of your Contacts (CRM > Contacts)
Step 2
On Contact's Middle tab, click "Customize record"
Step 3
Click the View you'd like to edit. In most cases, this is the Default View
Step 4
Click "Add Cards" on middle column
Step 5
Under the Apps section, select the "thanks.io Step-by-Step send wizard"
Step 6
Click X to close the right panel. You can reorder the tab order if you want. Click the Save button on the upper right.
Step 7
You should now see the thanks.io Step-by-Step send wizard in the middle column Overview section of the contacts page.