Mailbox Power

November 6, 2020



Overview

Mailbox Power is a robust partner platform that allows our clients to send automated marketing materials directly to their clients’ physical mailbox as part of an Action Plan within ClientTether.

Using the Mailbox Power add-on as part of your action plans, you can now send personalized gifts such as:

  • Cards
  • Drinkware
  • Food
  • Pet Gifts
  • Personalized Boxes
  • Gift Cards
  • etc.

as an action step within your action plans.

When setting up your account with Mailbox Power please make sure you select a package that gives you access to third party integrations.



Topics



Turning on the Mailbox Power Add-On

  1. Make sure you have an active Mailbox Power Account
    1. If you need to sign up click here
    2. If it asks for an invite code use: CT2020
  2. Get your Mailbox Power API Key
    1. While you are logged in to Mailbox Power click on the settings Icon in the top right corner
    2. Then Click on the ClientTether Logo under the Integrations section
    3. Copy your API Key
      1. If no API Key appears please click the “Generate a new API Key” button
  3. Log in to ClientTether and go to settings
  4. Go to the Add-Ons Tab
  5. Check the box next to Mailbox Power
  6. Paste your API Key into the field Next to the Mailbox Power logo.



Utilizing Mailbox Power in Action Plans

  1. Go to Action Plans
  2. Select the Action Plan to which you would like to add a Mailbox Power step.
  3. Add a new Action Plan step
  4. For Action Type select Mailbox Power
  5. Give the action step a name
  6. Select if you want a notification
  7. Select the action timing (NOTE: These items usually take a business day or two to process and ship, and shipping can take a few business days as well. Keep this in mind as you plan how to use these steps in conjunction with texts and emails that deliver immediately when scheduled)
  8. Select Mailbox Power Contact list which will activate the set campaign.
    1. Please make sure that in Mailbox Power you have assigned you contact group(s) to trigger the correct campaigns. Click here and watch “How to Manage Campaign Recipients” to learn how to assign contact groups to campaigns.
      • We have found it is most effective to name the contact group the same as the action plan it triggers.
    2. If you do not have any campaigns Click Here, and watch “Campaigns” to Learn How to build them
      1. FYI – Mailbox Power was formerly known as Banner Season and Rocket Notes
  9. Click