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Mailfold Integration

ApproveThis manages your Mailfold Integration approvals.

April 17, 2025

Integration Category: Crm

Why Approval Workflows Matter in Direct Mail Campaigns

Modern marketing teams face a critical challenge: moving fast without sacrificing control. Mailfold enables businesses to launch targeted direct mail campaigns with environmental consciousness, but even the best campaigns get delayed when approval processes become tangled in email chains or forgotten in Slack threads. This is where ApproveThis transforms how teams collaborate. By connecting Mailfold's campaign execution with ApproveThis' structured approval system through Zapier, organizations gain both speed and oversight.

Strategic Alignment: Where Mailfold Meets ApproveThis

Mailfold specializes in converting digital campaigns into physical mailers without the traditional carbon footprint. ApproveThis adds a layer of governance, ensuring every postcard, brochure, or sales letter aligns with budget guidelines and brand standards before hitting mailboxes. Together, they solve three core problems:

  • Compliance at Scale: Automatically flag campaigns exceeding budget thresholds before printing
  • Cross-Team Accountability: Involve legal, finance, and creative teams without license conflicts

Real-World Impact for Marketing Teams

Consider a regional healthcare provider launching a patient education campaign. Their compliance team needs to review mailers for HIPAA-compliant messaging, while finance monitors spending against Q4 budgets. With ApproveThis integrated into Mailfold via Zapier:

  • Campaigns trigger automatic approval requests with cost projections
  • Legal reviewers receive email-based approvals without Mailfold logins
  • Finance auto-approves campaigns under $5k using approval thresholds

Result: Campaigns ship 73% faster while maintaining strict compliance.

Three Ways to Automate Approval Workflows

1. Campaign Launch Approvals

When a new campaign is created in Mailfold, ApproveThis automatically generates an approval request with campaign details, budget estimates, and target demographics. Marketing directors at retail companies use this to:

- Ensure seasonal promotions align with inventory levels
- Route designs to regional managers for localization checks
- Automatically escalate high-budget campaigns to VPs

2. Automation Rule Governance

Mailfold users building complex automation sequences (e.g., triggered mailers based on customer behavior) can require IT approval before activation. A fintech company implemented this to:

- Validate GDPR-compliant messaging in abandoned cart mailers
- Prevent conflicting rules between email and direct mail channels
- Maintain audit trails for SOC 2 compliance reporting

3. Approval-Driven Lead Processing

When high-value leads require personalized outreach, ApproveThis can initiate Mailfold campaigns only after sales leadership approval. A commercial real estate firm uses this to:

- Control print costs for premium property brochures
- Ensure only qualified leads receive executive-level collateral
- Track ROI per approved campaign in Salesforce

Technical Setup: How It Works

Connecting Mailfold and ApproveThis takes under 15 minutes:

Step 1: Create a Zapier account (free tier available)
Step 2: Choose your trigger:
- Mailfold: "New Campaign Created"
- Mailfold: "New Automation Rule Added"
Step 3: Set ApproveThis as the action app
- Map Mailfold fields to your approval template
- Configure approvers using roles or groups
Step 4: Activate conditional logic if needed:
- Auto-approve campaigns under $X
- Require CEO sign-off for VIP list usage

Department-Specific Benefits

Marketing Operations

Reduce campaign launch delays by 68% using parallel approvals. ApproveThis' calculated fields automatically compare Mailfold campaign costs against remaining budget, while vacation delegation ensures summer campaigns aren't stuck awaiting an OOO manager.

Finance Teams

Implement approval thresholds to auto-approve routine mailers while requiring manual review for exceptions. Real-time dashboards show pending requests by cost center, and exported reports integrate cleanly with Netsuite or QuickBooks.

Compliance Officers

Maintain version-controlled records of approved mailer content without manual PDF exports. ApproveThis' audit trails meet FINRA and HIPAA requirements, with timestamps showing exactly when each approver reviewed campaign details.

Critical Features That Make It Work

ApproveThis enhances Mailfold's capabilities through:
Email Approvals: External agencies can approve designs directly from Gmail
Calculated Fields: Auto-flag campaigns exceeding cost-per-acquisition targets
Approval Groups: Require consensus from all regional directors
Zapier Flexibility: Connect approved campaigns to HubSpot or Salesforce

Getting Started

To implement this integration:

1. Register for ApproveThis (14-day trial available)
2. Create your Zapier workflow
3. Test with a low-risk Mailfold campaign
4. Expand to other use cases like procurement or content approvals

For complex requirements like multi-country approval chains or custom API connections, schedule a demo to see advanced features in action.

The Bottom Line

Mailfold solves the "how" of direct mail execution; ApproveThis solves the "who approved what." Together through Zapier, they create an operational rhythm where campaigns move forward confidently instead of waiting endlessly for sign-offs. Whether you're managing compliance-heavy financial mailers or time-sensitive product launches, this integration turns approval bottlenecks into competitive advantages.

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Integrate with Mailfold Integration and get 90 days of ApproveThis for free.

After you create a Zapier integration, please email us at support@approve-this.com with your account name and we'll add 3 months of ApproveThis to your account. Limit one redemption per account.

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Best Approval Workflows for Mailfold

Suggested workflows (and their Zapier components) for Mailfold

Create approval requests for new Mailfold automations

When a new automation is created in Mailfold, this integration creates an approval request in ApproveThis. Monitor and control your automation workflows while ensuring all new processes are approved. *Note: Confirm necessary fields are mapped in your approval request.*

Zapier Components

Mailfold Logo

Trigger

Created Automations

Triggers when a new automation is created.

Action

Create Request

Creates a new request, probably with input from previous steps.

Create approval requests for new Mailfold campaigns

This integration listens for new campaigns in Mailfold and triggers an approval request in ApproveThis. Validate your campaign launches with structured approval workflows to ensure compliance and informed decision-making. *Note: Review campaign details in the approval request for accuracy.*

Zapier Components

Mailfold Logo

Trigger

Created Campaign

Triggers when there's a new Campaign created.

Action

Create Request

Creates a new request, probably with input from previous steps.

Create Mailfold contacts for new approval requests

Whenever a new approval request is received in ApproveThis, this integration creates a corresponding contact in Mailfold. This ensures that approval-triggered leads or contacts are systematically added to your Mailfold system. *Note: Map approval request fields to contact details appropriately.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Mailfold Logo

Action

Create Contact

Creates a New Contact