Saved Messages in Postal are templated messages that your team can leverage to quickly send out gifts, charity items or direct mail. Messages are created, edited and managed by Users with an Admin. license.

Creating Saved Messages:


First login as a Postal Administrator then locate - Profile

On the left side of your screen, you will be able to edit your Profile in Profile Settings

Scroll down to Account Settings - Select - Saved Messages

We have preloaded your account with some saved messages that you can use, edit, or remove. To edit a Saved Message, select on the pencil icon. To delete a Saved Message, select the trash icon.

To create new Saved Messages, go to Actions - Create Message. This is located in the upper right corner of Saved Messages.

The Message Title is used for your internal identification and is not seen by your prospects or customers.


Using Saved Messages:


When customizing a Postal to send, select Message Template to access your approved Saved Messages.

See the image example below of where Saved Messages are located when editing your Postal:

To learn more about Available Variables in Saved Messages, view the Help Article here.

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