---
title: Installation and Configuration | PostGrid
description: How to install and configure the PostGrid package in Salesforce Marketing Cloud, including permissions and pre-installation steps.
---

## Pre-Installation Steps

Before installing and configuring the PostGrid package in SFMC, ensure that you have the necessary permissions and access.

## Prerequisites

- Admin access to SFMC.
- PostGrid API credentials (Test and Live API Keys).
- A configured SFMC Business Unit.
- Access to Journey Builder, Email Studio, and Data Extensions.

## Install and Configure the Package

Log in to Salesforce Marketing Cloud, click on your name in the top-right corner, and then click **Setup**.

![Salesforce Marketing Cloud header with the user account menu open showing the Setup option](/_astro/01-image.DR4n5mFW_1zGSIh.webp)

Search for the **Installed Packages** in the quick find box.

![Salesforce Marketing Cloud Setup quick find box with Installed Packages search result](/_astro/02-image.BM0YVIVb_HSLff.webp)

Click on **New** in the top-right corner.

![Salesforce Marketing Cloud Installed Packages list with the New button in the top-right corner](/_astro/03-image.CaRVEP7O_22wH5R.webp)

Enter the package name and description, and click on **Add Component**.

![Salesforce Marketing Cloud new package creation form with name and description fields and Add Component button](/_astro/04-image.C0EPKEwc_Mc6wv.webp)

Select **Journey Builder Activity**.

![Salesforce Marketing Cloud Add Component dialog with Journey Builder Activity selected](/_astro/05-image.CH_ncxGp_E8UIy.webp)

Enter the **Name**, **Description**, and **Endpoint URL**, and select **Category** as **Messages**.

![Salesforce Marketing Cloud component configuration form with Name, Description, Endpoint URL, and Messages category fields](/_astro/06-image.SfiC9pTS_1LXWdC.webp)

Select **API Integration**

![Salesforce Marketing Cloud package component type selection with API Integration option](/_astro/07-image.Cae8vVNj_1QdIsv.webp)

Select **Server-to-Server**.

![Salesforce Marketing Cloud API integration type selection with Server-to-Server option highlighted](/_astro/08-image.DVJVf18n_Z9DAdt.webp)

Select the checkbox for **Data Extensions** **Read** and **Write** permission, Click on the Save button to save the Package.

![Salesforce Marketing Cloud API integration permissions with Data Extensions Read and Write checkboxes selected](/_astro/09-image.Cebuq9fQ_1Xi6pJ.webp)

Copy the **Client Secret** for future reference. This will be needed later.

![Salesforce Marketing Cloud installed package details showing the Client Secret value to copy](/_astro/10-image.CMkvpiUa_ZBtks8.webp)

## Post-Installation Configuration

Once the package is installed, configure and deploy the necessary Data Extensions and Cloud Pages.

## Deploying Data Extensions and Cloud Pages using JSON files.

Navigate to the **Platform** and Select **Package Manager**.

![Salesforce Marketing Cloud Platform menu showing the Package Manager option](/_astro/11-image.BgYyJAMA_Z1N0pVf.webp)

Navigate to the **Deployment** Tab in Package Manager.

![Salesforce Marketing Cloud Package Manager with the Deployment tab selected](/_astro/12-image.DmQCXLqZ_Z2fs7yy.webp)

Click on Deploy and **Upload** a JSON File.

![Salesforce Marketing Cloud Package Manager Deploy screen with a JSON file upload option](/_astro/13-image.Dmb4C4cl_6ivyv.webp)

Click **Next** to validate the package.

![Salesforce Marketing Cloud package deployment validation step with a Next button](/_astro/14-image.DOl50N20_ZEQKrz.webp)

Click **Deploy** to finalize the installation.

![Salesforce Marketing Cloud package deployment finalization screen with a Deploy button](/_astro/15-image.9_wtyEPR_Z1PMEuG.webp)

## Verifying Data Extensions

Navigate to **Email Studio**.

![Salesforce Marketing Cloud navigation showing Email Studio in the platform menu](/_astro/16-image.BZsrVeXz_Z1WBYQ.webp)

Click **Subscribers** and go to **Data Extensions**.

![Salesforce Marketing Cloud Email Studio Subscribers menu with Data Extensions option](/_astro/17-image.GA2D1B15_ZiloGF.webp)

Check for the deployed Data Extensions:

- `PostGrid_Logging_Data`
- `QRcode_Tracker_Visit_Details`
- `PostGrid_Credentials_Data`
- `Postcard_Tracking_Data`
- `QRcode_Tracker_Visit`
- `Tracker_Status_Logs`
- `Selfmailer_Tracking_Data`
- `PostGrid_Contact_Data`
- `Letter_Tracking_Data`

> 📘 Any additional fields added to the PostGrid\_Contact\_Data DE, apart from the key fields (First Name, Last Name, Company, Email Address, Address Line 1, Address Line 2, City, State, Country Code, PostalCode, SubscriberKey (Primary Key) ), will be treated as merge variable fields.

## Store PostGrid credential

You need to store your PostGrid live and test the API key to the `PostGrid_Credentials_Data` data extension. This ensures that your credentials are automatically retrieved each time you access the custom activity within Journey Builder.

You can still change the API key from the custom activity interface in the journey for testing purposes or a one-time session for that specific Journey.

Navigate to **Contact Builder**.

![Salesforce Marketing Cloud navigation showing Contact Builder in the platform menu](/_astro/18-image.DLRqlFvF_Za8GEn.webp)

Go to **Data Extensions** click on **PostGrid\_Webhook\_Tracking** and go to **PostGrid\_Credentials\_Data**.

![Salesforce Marketing Cloud Contact Builder Data Extensions showing the PostGrid\_Credentials\_Data extension](/_astro/19-Screenshot_2025-11-18_at_13.42.46.DTMYyzVp_ZYN4tF.webp)

Go to **Records** and click **Add Record**.

![Salesforce Marketing Cloud PostGrid\_Credentials\_Data Records tab with the Add Record button](/_astro/20-Screenshot_2025-11-18_at_13.09.53.Gv8_-YhE_ZWBSo9.webp)

Set the **Name** as `Postgrid-Cred`

Set the **TrackerURL** as `https://api.postgrid.com/print-mail/v1/trackers/`

The values for **LiveAPIKey** and **TestAPIKey** can be found [here](/print-and-mail/api/overview#api-keys/index.md).

To get the **Client\_Id** go to **Setup** > Search for “Installed Packages” > Click on **Installed Packages** > Navigate to the PostGrid package you installed earlier and copy the **Client ID**

![Salesforce Marketing Cloud Installed Packages page showing the PostGrid package with Client ID to copy](/_astro/21-Screenshot_2025-11-18_at_13.22.32.CRyrvqYl_Z1y5LqP.webp)

Set the **Client\_Secret** to the value that was copied when installing the package.

Then click **Save**.

---

## Webhook setup in PostGrid Account

In order to receive tracking data webhooks must be setup. A few preliminary steps are needed in SFMC.

Click on **Web Studio** and go to **Cloud Pages**.

![Salesforce Marketing Cloud Web Studio navigation showing the Cloud Pages option](/_astro/22-Screenshot_2025-11-18_at_13.30.40.Cvd-xuU6_2dkdjC.webp)

Go to **Postgrid Tracking Collection** and go to **Properties** for the **PostGrid-Tracking** file.

![Salesforce Marketing Cloud Cloud Pages showing the PostGrid Tracking Collection with the PostGrid-Tracking file Properties](/_astro/23-Screenshot_2025-11-18_at_13.32.01.CfhPL21h_Z1vTnSB.webp)

**Save and Publish** the file and then copy the URL.

![Salesforce Marketing Cloud Cloud Pages Save and Publish confirmation with the tracking page URL to copy](/_astro/24-Screenshot_2025-11-18_at_13.36.03.DVwffx4M_Zt0T3P.webp)

In your PostGrid account, navigate to the **webhook** page from the menu. Click on the **Create Webhook** button in the Top-right Corner.

![PostGrid dashboard Webhooks page with the Create Webhook button in the top-right corner](/_astro/25-image_1.D8M2whDa_27lJbD.webp)

Add description in the **Description** field and paste the cloud Page URL in the **URL** field. Ensure the **Payload Format** has been changed to **JSON**.

Add the **Event Types** that you would like to receive order data for and click **Create**.

![PostGrid Create Webhook form with Description, URL, Payload Format, and Event Types fields filled in](/_astro/26-Screenshot_2025-11-18_at_13.40.06.C3FbTGDK_pjH5.webp)

You will now receive tracking data in your **PostGrid\_Webhook\_Tracking** data extensions.

![Salesforce Marketing Cloud PostGrid\_Webhook\_Tracking data extension showing received tracking records](/_astro/27-Screenshot_2025-11-18_at_13.42.46.Bq6b-MIh_ZSiE1o.webp)