Program extensions: Lob

Please note

This article assumes you've read Using program extensions. It also assumes you have an active account with Lob. If you don't have one, you'll need to sign up for one before you can create a profile for this extension.

Contents

Initial setup
Creating a Lob profile
Configuring your Lob extension

Summary

A Lob extension can be used in programs to send postcards to contacts when they reach the node. 

Initial setup

You'll need to ask our account team to enable this provider for you within your account. They'll notify you when this has been done.

You'll then need to create a profile for it, at which point you'll be ready to use the Lob extension within the program builder.

It will appear under 'Extensions' in the side panel to the left of the program canvas.

Creating a Lob profile

You can create a Lob profile in the 'Extension profiles' tab in the 'Access' area, which is accessed by selecting Access from the settings menu.

create_custom_ext_profile_el.png

Click on Add to produce the provider type dropdown, select Lob from the list and then click OK

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Add details/authentication for the new Lob profile.

You can tick a box to limit the rate that requests are made by the profile, as some providers won't allow too many requests to be sent at once by the same profile.

profile_details_for_Lob_el.png

 When done, click Next.

Configuring your Lob extension

Once you've dragged and dropped your Lob extension into your program, you'll need to configure it.

Click on the node and the configuration panel will slide in from the right.

Select the profile you wish to use for this action from the 'Profile' dropdown (or you can click the + to add another profile).

The action 'Send postcard' is already set.

config_Lob_ext.png

Remember: it's always your responsibility to ensure you're supplying good, executable data, or your extension call could fail. 

Once a program is activated and a contact reaches this node in your program, a postcard will be mailed to the contact's address (as stored within the relevant contact data fields).

Once happy with your configuration, you should firstly test the extension to ensure it works as expected. Click on Find contact, choose a contact from your 'Test' address book and then click Submit to make a test request. The full response will be provided underneath, allowing you to see whether the extension is working or not.

After testing successfully, click Apply

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