Click2Mail Help & Support

How to Get Started with Click2Mail on Zapier.

To get started with Click2Mail on Zapier, first you will need to click to connect your Click2Mail account to use with your Zap.

Next, you'll be asked to enter your Click2Mail username and password.

Click “Continue” and if your login details were correct your Click2Mail account will now be successfully connected.

Popular Things to do with Click2Mail

Common Problems with Click2Mail on Zapier

I got a timeout error, what do I do?#

Every now and then you make get a “Gateway Timeout” error. This may occur when the Click2Mail API takes longer a little longer to return a response back to Zapier. You can try to replay your task a little later if this happens.

Notice of insufficient credit balance#

To automatically pay for your order, you must have enough user credit in your account to pay for the order. If you get this error, log into your Click2Mail account and purchase more credit. Then try again. As a note, using user credit eliminates the minimum $2 production fee.

Can I merge text into my mail piece to create personalized text?#

Yes. It is best to start with a job in your Click2Mail account that is already set up as a merge document. Then, make sure your app that is acting as the trigger has corresponding fields to map to the appropriate fields into the Click2Mail document. Note: You can use the same field in your document more than one time. For example, the field FirstName would be used in the address block for mailing and could also be in the body of the mail piece like in the greeting; Dear FirstName.

Can I test my Zap without being charged for creating?#

If you would like to test your Zap in a test environment, please email khumphrey@click2mail.com to gain access to the test Zap and Click2Mail stage

Where can I get help setting up my Zap with Click2Mail?#

If you need a hand getting set up please feel free to contact us or you can contact the Click2Mail team at support@click2mail.com.