Overview

PostUp (Upland) is an enterprise email solution that can be leveraged to target audiences through email, browser push, and on-site engagement. Integrating PostUp with Lytics allows you to keep your PostUp lists up-to-date with relevant user data from Lytics audiences that are enriched with behavioral scores, content affinities, and more.

Authorization

If you haven't already done so, you will need to set up a PostUp account before you begin the process described below. To authenticate this integration, your level of system access should include privileges to perform the following API operations on PostUp:

If you get an error on your workflow that looks like an authentication error, please contact your PostUp site administrator for more information about your user-level system access. If you are new to creating authorizations in Lytics, see the Authorizations documentation for more information.

Select PostUp from the list of providers.
Select the PostUp method for authorization.
Enter a Label to identify your authorization.
(Optional) Enter a Description for further context on your authorization.
Enter your PostUp Username and Password for the authorization.
Click Save Authorization.

Import Audiences & Activity Data

Import PostUp recipients and campaign activity into Lytics to gain insights into your users and campaigns.

Integration Details

Implementation Type: Server-side Integration.
Implementation Technique: REST API Integration.
Frequency: Batch Integration.
Resulting data: User Profiles and User Fields.

This integration utilizes the PostUp APIs to import user data. Once the import is started the job will:

If it has been more then 24 hours since the last recipient import:
1. Iterate through lists.
2. For each list, request recipients in the list
3. Ingest the recipients, to the postup_users stream
Request all campaigns
For each campaign, request all the mailings from the past 90 days.
For each of the mailings request a mailing report, of each activity type:
1. Opens
2. Unique clicks
3. Hard Bounces
4. Soft Bounces
Ingest the tab separated file for each report to the postup_activity stream.

Fields

The following fields are included in the default mapping of the postup_users stream:

Source Field	Lytics User Field	Description	Type
email(address)	email `unique id`	Email Address	string
recipientId	pu_id `unique id`	PostUp Recipient ID	string
externalId	pu_ext_id `unique id`	PostUp External ID	string
set("email" or "mobile")	channels	All Channels Used (web, email, etc.)	[]string
emaildomain(address)	emaildomain	Email Domain	string
carrier	pu_carrier	PostUp carrier	string
set(list_catagory)	pu_categories	PostUp List Categories	[]string
comment	pu_comment		string
dateJoined	pu_joined_date	PostUp Date Joined	date
set(list_id)	pu_list_ids	PostUp List IDs	[]string
set(list_title)	pu_list_titles	PostUp List Titles	[]string
sourceSignupDate	pu_source_signup_date	PostUp Date Signed Up Source	date
status	pu_status		string
dateUnsub	pu_unsub_date	PostUp Date Unsubscribed	date

The following fields are included in the default mapping of the postup_activity stream:

Source Field	Lytics User Field	Description	Type
recipientId	pu_id `unique id`	PostUp Recipient ID	string
email(address)	email `unique id`	Email Address	string
externalId	pu_ext_id `unique id`	PostUp External ID	string
set("email" or "mobile")	channels	All Channels Used (web, email, etc.)	[]string
emaildomain(address)	emaildomain	Email Domain	string
valuect(hash(urlmain(url_clicked)))	hashedurls	Hashed Urls Visited	map[string]intsum
map("email" or "mobile", epochms())	last_channel_activities	Last Activity By Channel	map[string]time
bounce_reason	pu_bounce_reason	PostUp Last Bounce Reason	string
count(event_type)	pu_click_ct	PostUp Click Count	int
map(campaign_id,1)	pu_click_ct_by_campaign	PostUp Campaign Click Count	map[string]int
valuect(hourofday())	pu_hourly_open	PostUp Hourly Opens	map[string]intsum
valuect(hourofweek())	pu_hourofweek	PostUp Hour of Week Opens	map[string]intsum
epochms()	pu_last_click_ts	PostUp Last Click	date
urlmain(url_clicked)	pu_last_click_url	PostUp Last URL Clicked	string
epochms()	pu_last_open_ts	PostUp Last Open	date
valuect(yymm())	pu_monthly	PostUp Opens By Month	map[string]intsum
count(event_type)	pu_open_ct	PostUp Open Count	int
map(campaign_id,1	pu_open_ct_by_campaign	PostUp Campaign Open Count	map[string]int

Configuration

Follow these steps to set up and configure an import of PostUp in the Lytics platform. If you are new to creating jobs in Lytics, see the Data Sources documentation for more information.

Select PostUp from the list of providers.
Select the Import job type from the list.
Select the Authorization you would like to use or create a new one.
Enter a Label to identify this job you are creating in Lytics.
(Optional) Enter a Description for further context on your job.
Complete the configuration steps for your job.
In the Site ID text input, enter your PostUp site ID. It can be found at the bottom of the Server tab in the PostUp UI
Click Start Import.

Export Audiences

Improve and refine your email targeting on PostUp by exporting Lytics audiences containing real-time, event-driven recipient updates.

Integration Details

Implementation Type: Server-side Integration.
Implementation Technique: Audience Trigger Integration
Frequency: Real-time Integration.
Resulting data: Updates to users in Lytics are transmitted to PostUp lists. New recipients are added, existing recipients are updated. Recipients are never removed from PostUp lists.

This integration utilizes the PostUp REST API to create and update recipients in PostUp lists.

If no existing PostUp list is specified, one will be created.
As users enter the Lytics audience being exported, they will be created and added to the PostUp list.
If users are exiting the selected Lytics audience, you can configure the job to remove users from PostUp list.
User updates are pushed to PostUp in batches via the PostUp import endpoint. As users are updated in Lytics, updates are pushed to PostUp and the selected field mappings are modified.

Fields

By default, Lytics exports the following field to PostUp:

Lytics User Field	Description	___ Field	Type
email	Email Address	Email	string

Lytics fields can be mapped to a selection of standard PostUp fields. You can also map to custom PostUp fields, which must be first created in PostUp:

From the PostUp main menu, select Settings.
Select Custom Fields.
At the bottom of the page, under Add New Field, type your field name and select the appropriate type (note: Lytics does not support types Currency and Single Character).
Click Save.

In the Lytics UI, select field mappings as described in step 11 below.

Configuration

Follow these steps to set up and configure an export of an Audience in the Lytics platform. If you are new to creating jobs in Lytics, see the Destinations documentation for more information.

Select PostUp from the list of providers.
Select the Export Audiences job type from the list.
Select the Authorization you would like to use or create a new one.
Enter a Label to identify this job you are creating in Lytics.
(Optional) Enter a Description for further context on your job.
Select the audience to export.
Complete the configuration steps for your job.
Audience: select the Lytics audience to sync to a PostUp list.
PostUp List: (optional) select the PostUp list to update. If no list is selected, a new list will be created in PostUp called "Lytics + audience tag".
Email Field: Lytics field name that contains the user’s email. The Lytics Email Address is the default.
Identifier Field Mapping: (optional) select the Lytics fields you would like to export, along with your desired corresponding PostUp fields.
Remove Subscribers from List: (optional) check to remove a user from the selected PostUp list when that user exits the selected Lytics audience.
Click Start Export.