Campaigns

Campaigns in ZAP-POST allow you to send personalized direct mail to individual customers based on real-time events or actions.

Campaigns Page

To navigate to the campaigns overview page, click the ‘campaigns’ icon in the header of ZAP-POST.

On the campaign overview page, you can

• create new campaigns
• manage existing campaigns
• manage archived campaigns
• Send mail

Creating a Campaign

To create a new campaign click the 'New Campaign' button on the campaigns page

You can also create a new campaign using the new campaign button on the dashboard.

Paper Stock Selection

The first step of creating a campaign in ZAP~POST is deciding which paper stock you wish to use since this will dictate the cost of your mailings. ZAP~POST offers a wide range of paper stocks for various use cases.

Should you wish to compare prices across different paper stocks and plans we recommend viewing the pricing calculator

Template Selection

Once, you've select your paper stock the next step is to decide what data you want to use in your campaign. All ZAP~POST campaigns have default fields for recipient address information. Should you wish to customise your campaign for a specific kind of campaign, we offer various template across many business sectors.

Once you're happy with your selected template or to Start from Scratch you can continue to the next step.

Setting up Fields

Once you've select a template (or start from Scratch), the next step is to manage the custom fields. On this screen, there is a table of all of the mandatory data fields which a campaign must have in order to send out Zaps.

If you're happy with the data model defined on your selected template you can simply continue.

If you choose to start from scratch, or want to customise your selected template model you can do so now. By using the 'Add new custom field' button at the bottom of this table, you can add new custom fields to one of your campaigns. You can find out more about this in our custom fields section. When you're happy with your fields, click the ‘continue’ button which will appear at the bottom right of the screen.

Campaign Name

The final step is to name your campaign. Once you're happy with the name click the Create Campaign button and you are done.

The campaign name must be unique to this campaign.

Managing Custom Fields

If you wish to customise your campaign further, you can edit the custom fields. These custom fields allow you to choose data specific for your campaigns and customer data to be displayed on your Direct Mail campaigns.

When selecting 'add new custom field', you will be able to create the following:

Field	Description
Name	The name of the field. This will be shown in CSV templates as column headers.
Description	This will identify the use of the field to users submitting via CSV. The CSV template will contain the description below each column header.
Mandatory	If a value must be included for the field.
Label	This will be used in the design to identify the field so that it can be replaced for submitted data.

Further options on the field creation wizard include the data type. All data types are listed below, including variable fields based on each data type.

Data Type	Field	Description
Number	Min Value	The minimum number allowed
	Max Value	The maximum number allowed
	Decimal Places	The number of decimal places expected
	Example Value	An example of a typical value that may be submitted
Text	Min Length	The minimum length the provided text value can be
	Max Length	The maximum length the provided text value can be
	Example Value	An example of a typical value that may be submitted
Date	Date Format	The format the date must be provided in
	Example Value	An example of a typical value that may be submitted
Time	Time Format	The format the time must be provided in
	Example Value	An example of a typical value that may be submitted
Datetime	Date and Time Format	The format the datetime must be provided in
	Example Value	An example of a typical value that may be submitted

The final customisation option when creating a new field for your template is 'Validation Expressions'. This can be used to define a collection of regular expressions (should the field require its own unique validation).

More information on regular expressions can be found here: https://en.wikipedia.org/wiki/Regular_expression

When you have finished setting up your field, please click the 'add field' button in the bottom right of the page followed by the 'save changes' button.

Sample Data

Uploading Sample data allows you to use your own custom data sets to proof your designs before sending live mail. This will allow you to confirm you're happy with your artwork. This will be available to use later when artwork is being designed and published. There are a few bits of validation around the Sample Data which are important to note when trying to troubleshoot issues with data uploading via CSV or ingestion via the API.

Name	Mandatory Field	Validation
Customer ID	Yes
Email	No
Salutation	No
Firstname	Yes	Up to 35 Characters in combination with Surname
Surname	Yes	Up to 35 Characters in combination with First name
Company Name	No	Up to 40 Characters
Address1	Yes	Up to 35 Characters
Address2	No	Up to 35 Characters
Address3	No	Up to 35 Characters
City	No	Up to 35 Characters
Postcode	Yes	Up to 15 Characters
Country	Yes	Only UK Currently
Currency	No
Language	No

Campaign Statuses

There are four possible campaign statuses in ZAP-POST. These can be seen in the column marked ‘status’ on the table of your campaigns on the campaign management page.

Name	Description
Waiting	The campaign requires either a design to be published or data to be uploaded.
On Hold	The account has billing issues which need to be resolved before proceeding. Users should get in touch with their ZAP-POST client manager or contact [e-mail]
Active	The campaign has had Zaps sent from it and is ready to send more
Archived	This will move the campaign to the ‘archived campaigns’ area which can be accessed by clicking the link on the campaign management page. This allows users to file away old campaigns, ready to be used again at a later time if needed.

Send Data

The Send Data option available on each campaign row allows users to submit data to send new ZAPs. This wizard experience is covered in our Sending ZAPs section

Expanded Menu

each campaign has an expanded menu available at the end of the row which exposes further functionality.

• View Campaign - This will take you to the Campaign page
• Edit ZAP Design - This will take you to the ZAP Designer
• View Published Designs - This shows a preview of any published artwork

• Edit Campaign - This will allow you to update the campaign name.
• Edit Fields - This will take you to the campaign field wizard which allows you to manage you custom fields
• Download CSV Template - This will download a CSV file which is pre-populated with your campaign data model ready for any recipient records to be added to submit to the app
• Archive Campaign - This will archive the campaign, removing it from your campaigns screen allowing you to keep a clear picture of your active campaigns. A campaign can be archived or unarchived at any time.