Getting Started

PostSignup helps you send personalized follow-up emails automatically from your own inbox. Set up in 3 simple steps.

Connect your email

Link your Gmail or Microsoft 365 account with one click. We only request send permission - we never read your inbox.

Create a playbook

Choose when to send (signup, trial ending, payment, etc.) and write your email. Use templates or customize your own.

Connect your data

Import contacts from Stripe, Google Sheets, CSV, or use our API. Events trigger emails automatically.

Connect Your Email

PostSignup sends emails from your actual email address, making them personal and authentic.

Gmail / Google Workspace

Click "Connect Gmail" and authorize with your Google account. We request only the gmail.send scope - no inbox access.

Microsoft 365 / Outlook

Click "Connect Microsoft" and sign in with your Microsoft account. We request only Mail.Send permission.

Privacy First

We never read your emails. OAuth tokens are encrypted at rest. You can disconnect anytime from your dashboard.

Playbooks

Playbooks are automated email sequences triggered by events. Each playbook defines when to send and what to say.

Creating a Playbook

Go to Dashboard → Playbooks
Click "Create Playbook"
Choose a trigger event (e.g., "user.signed_up")
Set the delay (e.g., "5 minutes after signup")
Write your email subject and body
Enable the playbook

Playbook Settings

Setting	Description
Trigger Event	The event that starts this playbook
Delay	How long to wait before sending (0 = immediate)
Max Per User	Limit how many times one user receives this email
Max Per Day	Daily sending limit for this playbook
Calendar Link	Your booking link (used in {{calendar_link}} variable)

Contacts

Import your users from various sources. Each contact can receive automated emails based on events.

CSV Import

Upload a CSV file with columns: email, first_name, last_name, company. We'll deduplicate automatically.

Google Sheets

Connect a Google Sheet and we'll sync contacts automatically. New rows trigger signup events.

Stripe

Connect Stripe to automatically import customers and track payment events (subscriptions, cancellations, etc.).

REST API

Use our API to create contacts and trigger events from your application.

Email Templates

Use template variables to personalize your emails. Variables are replaced with actual values when sending.

Available Variables

Variable	Description	Example
`{{first_name}}`	Contact's first name	Sarah
`{{last_name}}`	Contact's last name	Chen
`{{email}}`	Contact's email address	sarah@example.com
`{{company}}`	Contact's company name	Acme Inc
`{{company_name}}`	Your company name (from workspace)	PostSignup
`{{sender_name}}`	Your name (from email account)	Alex Chen
`{{calendar_link}}`	Your calendar booking link	calendly.com/alex

Fallback Values

Use the pipe syntax for fallbacks when a value might be missing:

text

Hi {{first_name|there}},

Thanks for signing up for {{company_name}}!

If first_name is empty, it will show "there" instead.

Events & Triggers

Events are actions that trigger playbooks. You can send events via API, integrations, or imports.

Supported Events

user.signed_up

When someone creates an account

subscription.trial_started

When a trial begins

subscription.trial_ending

A few days before trial expires

subscription.trial_ended

When the trial period ends

subscription.paid

After a successful payment

subscription.canceled

When subscription is canceled

user.inactive

After a period of no activity

email.no_reply

When there's no reply to your email

API Integration

Integrate PostSignup with your application using our REST API.

Authentication

Include your API key in the X-API-Key header:

bash

curl -X POST https://postsignup-api.uplizd.ai/api/v1/workspaces/{workspaceId}/events \
  -H "X-API-Key: your_api_key" \
  -H "Content-Type: application/json" \
  -d '{"event": "user.signed_up", "user": {"email": "user@example.com", "first_name": "Sarah"}}'

Find your API key in Settings → API Key

Create Contact & Trigger Event

json

POST /api/v1/events

{
  "event_name": "user.signed_up",
  "email": "sarah@example.com",
  "first_name": "Sarah",
  "last_name": "Chen",
  "company": "Acme Inc",
  "properties": {
    "plan": "trial",
    "source": "website"
  }
}

List Contacts

json

GET /api/v1/workspaces/{workspace_id}/end-users

Response:
{
  "data": [
    {
      "id": "usr_abc123",
      "email": "sarah@example.com",
      "first_name": "Sarah",
      "last_name": "Chen",
      "created_at": "2024-01-15T10:30:00Z"
    }
  ]
}

Settings

Configure your workspace settings in the Settings page.

Workspace Name

Your company name, used in the {{company_name}} template variable.

Business Address

Required for CAN-SPAM compliance. Appears in email footer.

API Key

Your secret key for API access. Keep this secure and never share publicly.

Plan & Billing

View your current plan, usage limits, and manage your subscription.

Need Help?

Can't find what you're looking for? Our support team is here to help you get the most out of PostSignup.

Email Support