Account

1. Click Database in the top navigation bar and select Deliver Configuration.

2. Under the Accounts section of the page, click Add Account.

3. Enter the following configurations in the popup window:

   • Service - Select 'Print'.

   • Name - Provide a name for the account.

4. Click Purchase Credits for submit payment for sending postcards and letters.

Service Rates

The following chart illustrates cost per unit:

Create New Mailing

To create a print mailing, follow the steps below:

1. Click Deliver in the top navigation bar.

2. Click New Mailing.

3. Enter the following configurations in the popup window:

   • Name - Enter a descriptive name for the mailing.

   • Folder - Place the mailing within a folder or create a new folder.

   • User - Select the user associated with the mailing.

   • Method - Choose the desired Print method (Letter, Postcard, Note Card).

   • Size - For Postcards, select the appropriate media size.

   • UTM Tracking - If utilizing UTM codes, enter them in this setting. Tracking of these parameters will only take place if a QR code is utilized on the print piece.

   • Hide from Timeline - Select this option if this mailing should not appear on the timeline of the recipient.

Letters

1. To insert content into the letter, click and drag the Content Widget to the desired location within the bounds of the page. The size of the Content Widget box may be adjusted by clicking and dragging the outer bounds of the widget box.

2. Double-click within the Content Widget to enter text and images using the HTML editor.

3. Exports from the Recipient List may be included as merge fields within the Content Widget.

4. If desired, a QR code can be inserted into the letter and with an associated URL. Be sure to include the complete URL for the code, including the http:// or https:// at the start of the link (e.g. https://www.slateuniversity.edu/visit)

5. If desired, a second page may be utilized.

6. Select the Setup tab to configure Sender/Recipient information:

   • Sender - Enter the sender's information. These data points should be entered using static text

   • Recipient - Enter the appropriate merge fields for the recipients. The merge fields that are available will be defined by the exports within the recipient list.

     

Postcards

1. To insert content into the postcard, click and drag the Content Widget to the desired location within the bounds of the page. The size of the Content Widget box may be adjusted by clicking and dragging the outer bounds of the widget box. To learn more about the

2. Double-click within the Content Widget to enter text and images using the HTML editor.

3. Exports from the Recipient List may be included as merge fields within the Content Widget.

4. If desired, a QR Code can be brought onto the letter and a URL associated with the code. Be sure to include the complete URL for the code, including the http:// or https:// at the start of the link (e.g. https://www.slateuniversity.edu/visit)

5. To insert a background image, click Select Image to choose an existing image from within the image library or click Upload Image/PDF to add a new image. An image can be added to both the front and back of the postcard.

6. Select the Setup tab to configure Sender/Recipient information:

   • Sender - Enter the sender's information. These data points should be entered using static text.

   • Recipient - Enter the appropriate merge fields for the recipients. The merge fields that are available will be defined by the exports within the recipient list.