Setting up Postal

Everything you need to know to get started with Postal.

15 articles in this collection
Written by Pat, Nick Jimenez, and Rae Foote

The Resource Checklist

Setup best practices

Written by Nick Jimenez
Updated over a week ago

Profile Settings Overview

Understanding the purpose of each section in your Profile

Written by Nick Jimenez
Updated over a week ago

Account Settings Overview

What can be adjusted in your Account Settings

Written by Rae Foote
Updated over a week ago

Gift Email Settings

Gift Email and Template Settings

Written by Nick Jimenez
Updated over a week ago

Gift Email Templates

How Gift Email templates work

Written by Nick Jimenez
Updated over a week ago

Saved Messages Explained

Create messaging templates for quick and easy sends

Written by Nick Jimenez
Updated over a week ago

Email Notifications Explained

Setting up email notifications

Written by Nick Jimenez
Updated over a week ago

Security Package Features

Login and timeout settings

Written by Nick Jimenez
Updated over a week ago

Handwriting

Selecting personalized handwriting for your direct mail

Written by Pat
Updated over a week ago

FAQs & How To

Email Integration with Postal

How to integrate your email with Postal

Written by Nick Jimenez
Updated over a week ago

How to Set Up Calendar Booking

Getting your settings just right for Calendar Booking

Written by Nick Jimenez
Updated over a week ago

Calendar Booking with Calendly

Linking your Calendly and Postal to get more meetings

Written by Rae Foote
Updated over a week ago

Calendar Booking with Chili Piper

Start locking down meetings with Chili Piper and Postal

Written by Rae Foote
Updated over a week ago

How to Switch Teams

Switch accounts & teams easily

Written by Nick Jimenez
Updated over a week ago

How Do I Change Our Display Name?

Changing or updating your account display name

Written by Nick Jimenez
Updated over a week ago