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Navigating PostUp

PostUp uses a tab-based navigation system. When you first log in, you will land on the Home tab. From there, you can select other tabs to navigate to different areas of the platform.

The tabs available to you will depend on your user permissions.

Below is a description of the main navigation tabs in PostUp.

Home

The Home tab is the first page displayed when you log in or when you switch between sites.

This page provides:

  • A link to access the Client Support Site

  • Announcements about new features and functionality updates

Send

The Send tab is the primary area for creating and sending mailings.

When you open this tab, you will first see a list of your campaigns (folders) that organize your mailings.

Within each campaign you can create, edit, schedule, and send mailings.

Lists

The Lists tab contains your recipient lists and saved segments.

From this tab you can:

  • View and manage lists

  • Create new lists

  • Create suppression lists

  • Build and manage segments

Segments can also be grouped into segment sets for use in dynamic content.

Reports

The Reports tab provides performance data for your mailings after they have been sent.

Available reporting options include:

  • Standard mailing performance reports

  • Scheduled reports that can be automatically emailed

  • Custom reports created for specific analysis

Recipients

The Recipients tab allows you to search for and manage individual recipients.

From this page you can:

  • Look up a specific recipient

  • View demographic or profile data

  • Update list subscriptions

  • Manage recipient status and preferences

Import

The Import tab is used to upload recipient data into PostUp.

Multiple import types are available depending on how the imported data should affect existing recipients.

This page also provides a history of previous imports.

Export

The Export tab allows you to create files containing recipient data.

You can either:

  • Run a one-time export

  • Create a saved export that can be reused

Exports allow you to choose the recipients and fields that should be included in the file.

News Alerts

The News Alerts tab is used to send a specific type of mailing called a news alert.

News alerts require two steps:

  1. Create a template

  2. Send the alert using that template

This tab allows you to select a template and create a new alert.

Server

The Server tab provides status information for your site.

Here you can view:

  • Mailings that are currently sending

  • Mailings that are scheduled

  • Imports that are currently processing

Settings

The Settings tab is primarily used by administrators to manage site configuration.

Administrative users can:

  • Create and manage user accounts

  • Adjust site-level settings

For non-administrators, this tab also provides access to the Content Management System, where assets such as images and HTML can be stored and used in mailings.

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