Your first mailing in five steps

This walk-through sends a one-off mailing from a spreadsheet. The dashboard helps you along: the Finish setting up card lists the setup steps and ticks them off as you go.

#The five steps

1. Fill in your billing details. Open Billing, choose the Billing profile tab and enter your legal name, invoice address and VAT number. With prepaid billing, choose Request a top-up so your balance covers the mailing. See Top up your balance.
2. Design and publish a template. Open Templates, choose New template, pick a product and design the card in the editor. When the checklist shows no blockers, choose Publish. See Create a template.
3. Create a Postbatch. Open Postbatches, choose New Postbatch, give it a name and choose your published template. Then upload your CSV file. See Create a Postbatch from a list.
4. Map and review. Link the columns of your file to the address and the fields of the template, then check the rows that need a fix. See Map the columns of your file.
5. Approve. Check the quote and choose Approve. The items join the next production run. See Approve a Postbatch.

After approval you follow every card on the Items page: from Received to Ready to print, Scheduled and Sent.

#Prefer always-on mail?

If your cards should go out automatically, for example a welcome card for every new customer in your CRM, use a Postflow instead of a Postbatch. Items then arrive one by one through the API or an integration. See Create a Postflow.

#Who can do what

You need the Editor, Admin or Owner role to design templates and prepare a Postbatch. Approving needs the Approver, Admin or Owner role. See Invite your team and choose roles.