Postal Direct Mail

To get started creating a direct mailer in Postal, go ahead and log-in as the Admin and navigate to your toolbar - select - Marketplace.

Within the Postal Marketplace, all of your direct mail and gifting options will be displayed by category and as a carousel by most popular items.

By selecting the one you want, you will be directed to customize the Postal. You can select from pre-curated templates, as well as the option to create a new one from scratch.

To create fluid experience for you, we have broken down each piece of direct mail and the steps to edit effectively within each option:

Postcards

Postcards are a single, two-sided piece measuring 4x6 inches.

Once you have selected a Postcard option in the marketplace you can customize the design and add personalize the messaging.

Step 1:

Select the Postal you want by hovering and clicking - View this Product

Step 2:

Select - Customize this Postal

Name - Change out the Name to match one that describes the Postal

Description - Change out the description to an internal facing description that describes the Postal you would like visible by your team for sending usage

Status - Set as Active for usage in Postals available for send among your team or inactive if you wish to save as a draft

Step 3:

Edit The Design

Step 4:
Editing the postcard

Side 1 - Dedicated to the address portion of a Postal.

Side 2 - Reserved primarily for the main infographic/design. Think of this as the front of postcard a Postcard.

Located on Side 1 or Side 2 depending upon which Postcard example you selected is the barcode. The barcode indicates where USPS scans the Postal from production to on its way to the contact recipient. The status of the Postal auto-populates in Reporting and your connected CRM. In addition, an allocated stamp placeholder for the Postal mailer.

The stamp is an oil mark - First Class U.S. Postage Paid Stamp

Edit Features & Tools:

On the far right, you will see options for:

  • Media - Text, User Message, QR Codes, Upload Image File
  • Element - Allows for you to customize the media
  • Layers - allows for you to remove any layering you created such as a text over an image

To add text to a mailer, you have two options:

  1. Select Text then click on the box and go to the right side of your screen to locate Saved Messages. Saved Messages are created in your Profile section and are used as pre-written templates ready to go for your users sending usage.

2. Select User Message

User Message indicates that users have the option to customize the messaging based on contacts the user wishes to send the mailer to.

At the top of the template preview there are further editorial tools that will allow you to customize further:

  • X - Delete element
  • First Arrow - Undo
  • Second Arrow - Redo
  • Eye icon - Image or text is not visual, save as a hidden element
  • Trash icon - Delete bin
  • Grid - Grid to help you center and position elements
  • U object - Snap to grid meaning the element you are editing will save to the nearest grid corners available

Once you’re satisfied with your work, or need to save your progress to come back to later, you can select - Save Design.

Notecards and Brochures

You also have the option to create notecards or brochures from scratch as well, following the same process outlined above for Postcards.

Notecards

Notecards are bi-fold's that are double-sided pieces measuring 8x6 inches.

Editing screen will clearly outline which side you are editing

Side 1

  • Address
  • Barcode
  • Allocated stamp placement for mailer

Side 2

  • Inside Top Panel - 4x6
  • Inside Bottom Panel - 4X6

Best Practice! Bottom panel is recommended as a place to add Text or User Message

Brochures

Brochures are tri-fold's that are double sided measuring 15x7 inches.

Editing screen will clearly outline which side you are editing

Side 1

Cover Panel

  • Think of this as the first element whether visual or text that your recipient will view

Address Panel

  • Address
  • Barcode
  • Allocated stamp placement for mailer

[Pictured] Cover Panel - Recipient opens the cover to read or view the inside panel

[Pictured] Address Panel

Inside Panels - Think left to right here these elements in the inside panels can be horizontal or vertical

If you would like to learn more about the functionality and break down of our template editor, please refer to the following Help Center article: Template Editor

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