How do I launch direct mail in three short sprints?

Sprint1: export a reactivation cohort from your CRM. Sprint2: map fields to the postcard provider and test with one record. Sprint3: send a small tracked batch and measure lift. Each sprint has a single focused goal and a measurable outcome.

Which CRMs and postcard providers are mentioned as compatible?

Common CRMs: Jobber, ServiceTitan, HubSpot. Postcard providers: PostcardMania or any API-driven provider that accepts mapped CSVs or API calls.

How should I test field mapping before a full send?

Use the provider's API or a mapped CSV and verify one record end-to-end. Confirm field names and formats with a single API call or test CSV to avoid errors at scale.

How do I track responses and measure lift from direct mail?

Embed tracking codes on postcards, ingest response events back into the CRM or QuickBooks, log each event with a timestamp, then compare rebook or revenue metrics against a control to calculate lift.

What practices prevent vendor lock-in and improve visibility?

Start with read-only API keys to validate access, prefer cloud-native APIs and exportable formats, log every API event to an audit stream, and keep standards-based integrations so data can be moved if needed.

Which automation tools are recommended for wiring and batch jobs?

Use Make or Zapier for quick wiring and Python scripts or AWS Lambda for stable, repeatable nightly or batch jobs. Small scripts can automate handoffs and event logging.

What event retention windows should I use for direct-mail events?

Typical retention: campaign.trigger 365 days, delivery.confirmation 3650 days, response 730 days, opt_out 365 days. Adjust for compliance requirements like GDPR or local privacy rules.

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System Architect’s Lexicon: Cloud‑Native Workflow & Audit Visibility for Cleaning Ops

Posted on June 6, 2020 in lightspeed pos | Topics Contained

Launch direct mail in three short sprints: export reactivation cohorts, map fields to postcard providers, run tracked tests, and measure lift with cloud-native integrations.

Browse Articles in the category of "lightspeed pos"

System Architect’s Lexicon: Cloud‑Native Workflow & Audit Visibility for Cleaning Ops

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