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Marketing Cloud Journey
Overview

Set up a Journey with PostGrid custom activity

How to create a Salesforce Marketing Cloud Journey using a Data Extension entry source and the PostGrid Custom Activity.

To create a new journey in the marketing cloud, first, you have to navigate to Journey Builder.

Salesforce Marketing Cloud platform navigation with Journey Builder highlighted

Click on Create New Journey

Salesforce Marketing Cloud Journey Builder list with the Create New Journey button

Select Multistep Journey and click on create

Salesforce Marketing Cloud journey type selection with Multistep Journey option and Create button

Select Data extension as an Entry source and PostGrid as activity from messages list and add it to the journey by by drag and drop

Salesforce Marketing Cloud journey canvas with Data Extension entry source and PostGrid activity added

Click on Data Extension and choose PostGrid_Contact_Data as entry source.

Salesforce Marketing Cloud Data Extension picker with PostGrid_Contact_Data selected as the entry source

Click on Summary and then Done.

Salesforce Marketing Cloud Data Extension summary screen before confirming the entry source selection Salesforce Marketing Cloud Data Extension entry source configuration with Done button

After completing all the steps for data extension, proceed by clicking on the PostGrid Custom Activity within your Journey to begin setup

Salesforce Marketing Cloud journey canvas with the PostGrid Custom Activity step ready to configure

In Step 1, you can see the test API key and live API key you set up in the PostGrid_Credentials_Data data extension. If you wish to proceed with the current setup click on Next.

You are able to change the API key here for the current journey only.

PostGrid Custom Activity Step 1 showing the test API key and live API key fields populated from PostGrid_Credentials_Data

In Step 2, select a Message Format from Letter, Postcard, or Self-Mailer. Then choose a Message Design Format of HTML if you want to enter custom HTML, PDF if you want to provide a PDF URL, or Existing Template if you want to use an existing template from your PostGrid account.

You can also toggle between test mode and live mode in PostGrid. The live mode toggle will only be enabled when a valid live API key is entered in the Connect Account screen. Orders placed in test mode are for testing purposes only and will not be processed or sent.

PostGrid Custom Activity Step 2 showing Message Format options (Letter, Postcard, Self-Mailer), Message Design Format options (HTML, PDF, Existing Template), and the test mode / live mode toggle

The next screens will vary depending on your selected Message Type, Letter, Postcard, or Self-Mailer, and are described in separate sections accordingly.