Understanding the Profile Settings and the Purpose of Each Section
Account Settings are divided into four sections: Account Info, Custom Logo, Gift Emails and Saved Messages.
Account Info displays your Company Info (Account Name, Display Name & Primary Company Address)
Custom Logo is the section to drag and drop or upload your company’s logo - only .jpg, .png, .svg, or .gif files are accepted
Gift Emails is where the Admin will be able to control the gift email settings
Saved Messages is where the Admin will be able to create and edit pre-templated messages for postals and gift email options.
Billing is divided into three sections: Accounts, Budgeting and Plans.
Accounts is where the Admin will access the Fund Management Billing Account and Subscription Billing Account for Postal; the Fund Management Billing Account is where funds are added to Current Balance in Postal; Subscription Billing Account is where Admin can edit the Payment Method for the Postal subscription.
Budgeting has three areas: Budget Amount - your spending limit/cap on postals and gifting; Mode is how the budget is either divided (Per User) or used collectively for everyone (Pooled); Duration is how often the Budget Amount is reset for each User (Monthly, Quarterly or Yearly).
Plans are where the current and available Postal subscription options live (connect with your Account Executive for more information and which plan would be best for you).
Budget Remaining refers to the amount of funds available for a User to spend on approved Postals.
Dynamic Pricing is the volume discounts for Direct mail (Available in any subscription level above PAYG).
Flat Pricing refers to pricing that is used for our PAYG users. Dynamic Postal pricing available in Professional, Business or Enterprise subscriptions.
Handwriting is the section where the User will select their default handwriting style for direct mail.
Integrations is where the Admin will connect their CRM to Postal in order to sync the two systems.
There are three different types of Roles in Postal: Admin, Manager & User.
Admin can add and delete Users to the platform, assign User roles, manage the subscription level, set billing and budgeting for accounts, create Postal templates and saved messages, create and edit Playbooks, connect integration partner
Managers can see user data and reporting, view all contacts, and view all campaigns and Playbooks
Users can create campaigns, add contacts, create lists and tagging, allocate contacts to Playbooks, use the Postal Everywhere Google Chrome Extension for sending, create messages when the user message is indicated for a Postal, and send Postals
To learn more about permission levels, see article here for detail
The Setup Checklist is a step-by-step guide to help with the setup of the Postal Account
There are four different Subscription Types available in Postal:
Pay as You Go (PAYG) is our “Freemium” option - there are no subscription fees and can have up to 3 Users. There is also a 5% platform fee on all transactions. The Professional subscription has Improved features from PAYG and the ability to automate. We allow for up to 5 users, Dynamic Postal pricing (no additional transaction fees), and is $19/mo/user - Billed Annually
Business is where Postal trials begin on, due to advanced reporting and team management for growing businesses. It allows for up to 50 users, Playbooks, Triggers, hierarchy and advanced reporting; $39/mo/user - Billed Annually
Enterprise is our highest level subscription. It has the Business features (with the exception of Unlimited Users). Additionally, it also features Advanced reporting and monthly marketplace invoicing; Custom Pricing
Contact our Sales team to learn more firstname.lastname@example.org
You is the subsection of Profile Settings, which displays the User’s individual Postal Stats, Campaigns and the ability to edit sections of your User Profile (such as First and Last Name, Title, Phone Number and Meeting Link).
Users & Teams is the section that allows the Admin to view all Users, Invitations, and Teams