Getting Started
How to Use Poplar
Welcome to Poplar — your tech-enabled direct mail partner. We make it easy to launch personalized, data-driven campaigns that print, ship, and arrive in homes within days. Here's a quick walkthrough to get you up and running in just a few steps.
Account Setup
After completing Onboarding upon sign-up, you'll be brought to your Poplar Dashboard! If you've been invited to an existing Organization, you might see existing campaigns and data already populated. If you're working with a brand new account, you'll want to click into your account icon on the bottom left to access key account settings:
Here you'll be able to do the following:
Make sure your Organization address is set
Invite team members to your new account
Manage 2FA and Google Sign In
Audiences
The Audiences page is where you'll store both your Mailing & Suppression lists. We also highly recommend installing the Poplar Shopify App to automatically share transactional with the platform, which will start populating under your Customers (Orders API) list as orders are made in real-time. This audience ingests both shipping and billing address to calculate Attribution, and it can be optionally selected for suppression in your Campaign's Suppression Settings.
Campaigns & Creatives
Head to your Campaigns page to create a new campaign. We won't dive into each of the settings here, but for more detailed information on campaign creation please visit Campaign Setup.
Poplar supports five mail formats — including postcards, bi-folds, tri-folds, and letters in color or black & white.
To activate your campaign (for Samples or Integration tests), upload your creative files:
Front & Back PDF/x-4 files
Review the auto-generated PDF proof for accuracy
Samples
With your campaign created and creative uploaded, you're now ready to send yourself Samples - or even launch! Yes, it's that quick and easy.
Navigate to Campaigns > Creative > Click into the Creative your want to Sample
Enter your mailing address, phone number, and desired quantity - then hit Send!
If you're totally ready to launch, visit One Time Sends for step-by-step instructions on how to send to one of your Audiences. If you're looking to set up a programmatic Triggered campaign (Abandoned Cart Retargeting, Post-purchase, Retention, etc.) visit our Integrations page for instructions on how to integrate your CRM or ESP.
Reach out to your Account Manager or [email protected] for integration assistance
Two Ways to Send: Triggered vs. Batched
🔁 Triggered Mailings
Automate mail to send when customers take action — like abandoning a cart or making a purchase. Set this up by integrating Poplar’s Mailing API with your CRM/ESP or using a connector tool like Zapier.
📦 Batched Mailings (One Time Send)
Send to a specific list by uploading a CSV file to your Audiences. This Audience will be available for selection during the One Time Send flow.
Tracking Success
After launching, you can navigate to the History tab in your campaign to track where your mailers are in the mail stream.
What you’ll find:
Mailing Status: Real-time updates based on USPS scan data (filter to see Delivered/Suppressed/Hold Out/Invalid Addresses)
Request Details (Triggered Integrations Only): See exactly what info was shared used to generate the address block and custom merge tags
📊 Want full attribution? Share your order data with us and we’ll generate Attribution Reports so you can see the impact.
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