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Postalytics · Google Sheets Guide

Create a Direct Mail Campaign in Postalytics From a Google Sheet

2026-05-14
5 min read

The Scenario

You run four regional postcard campaigns per quarter for a mortgage company. Each campaign has a name, a sender name, a return address, and a template ID — all of which live in a Google Sheet that your team fills in before each launch. Right now, creating each Postalytics campaign means someone opens the Postalytics UI, navigates to campaign creation, types in the details from the sheet, and repeats. Four times a quarter.

The bad version:

  • Open the 'Campaign Setup' sheet, find the next campaign row, note down the campaign name, sender name, return address, and template ID somewhere.
  • Switch to Postalytics, click through the campaign creation wizard, retype each value — and catch a typo in the campaign name only after the campaign is saved and you have to go back in and edit it.
  • Repeat for each of the other three campaigns, then manually paste the returned campaign IDs back into the sheet so the team knows which campaign ID maps to which region.

Four campaigns per quarter is sixteen manual creation sequences per year. The coordinator doing this is supposed to be managing campaign strategy, not re-entering data that already exists in a perfectly good spreadsheet.

The Easy Way: One Prompt in SheetXAI

SheetXAI is an AI agent that lives inside your Google Sheet. It reads your campaign setup data and calls the Postalytics API to create each campaign directly from the row — no switching tabs, no retyping, no copy-paste errors.

Read the campaign details in row 2 of my 'Campaign Setup' sheet (campaign name, sender name, return address, template ID) and create a new Postalytics campaign with those values, then write the returned campaign ID into column F.

What You Get

After running that prompt:

  • SheetXAI reads the four values from row 2 and makes the Postalytics campaign creation call.
  • The returned campaign ID lands in column F of that row.
  • Any API error — invalid template ID, missing field — is written into column F instead so you can see immediately what needs correcting.
  • The campaign is live in Postalytics and ready for contact list assignment.

What If the Data Is Not Quite Ready

The template ID in the sheet is a name, not a numeric ID

Your sheet says "Q2 Postcard Horizontal" in the template column, but Postalytics needs the numeric template ID.

In my 'Campaign Setup' sheet, for row 2, look up the numeric Postalytics template ID that corresponds to the template name in column D, then use that ID to create the campaign and write the returned campaign ID into column F.

Multiple campaigns need to be created from a queue

The whole 'Campaign Queue' sheet has 8 campaigns, each in its own row with all the required fields.

For each row in my 'Campaign Queue' sheet that has a blank column F, create a new Postalytics campaign using the campaign name, sender name, return address, and template ID in columns A through D, writing the returned campaign ID into column F.

The return address varies by region and lives in a lookup tab

Region codes are in column A, but the actual return addresses are in a separate 'Regional Addresses' tab keyed by region code.

For each row in my 'Campaign Queue' sheet, look up the full return address from the 'Regional Addresses' tab using the region code in column A, then create the Postalytics campaign and write the campaign ID into column F.

Full validation, lookup, and creation in one pass

Validate all required fields, resolve template names to IDs, pull return addresses from the lookup tab, create every campaign, and flag anything that fails.

Go through every row in my 'Campaign Queue' sheet. Check that columns A through D are all filled in. For any blank return address, look it up from the 'Regional Addresses' tab using column A. Resolve template names to Postalytics template IDs. Create a campaign for each row and write the campaign ID into column F, or the error into column G if creation fails.

Describe the full sequence in one prompt. SheetXAI handles the steps.

Try It

Get the 7-day free trial of SheetXAI and open any Google Sheet with a campaign setup queue, then ask it to create your Postalytics campaigns in one pass. You can also read about bulk-importing contacts into Postalytics, or check the hub overview for all four integration methods.

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