With either of your templates or PDFs ready to go, it is time to figure out how to send actual mail. If you are still unsure of how the mail will turn out, create an order in test mode and check the preview to be sure.

Sending Individual Letters to Contacts

Now that you have created your contacts, you are ready to send a letter. To get started, go to the ‘Letters’ page under Resources using the navigation panel on the left. On this page, you will find a table containing all the letter orders you have created. If you are looking for something specific, you can use the search bar at the top of the page to find mail sent to specific contacts or at a specific stage, among other options. To create a new letter, click on 'Create Letter' located at the top right corner of the page.

Once you are on the 'Create a Letter' page, you will find all the necessary fields to fill out in order to create the letter. These fields include a template and your contacts. To add a contact, simply start typing a name or use the arrow to access a drop-down list of recently created contacts.

Once you have selected the appropriate contacts for both the sender and recipient, you can proceed to add the template. If you are sending a letter without any variables or dynamic information, it is generally more suitable to upload a PDF of your letter using the 'Upload a PDF' button.

With the PDF uploaded or the template selected, as well as contacts chosen, you only have a few remaining options at the bottom. If you want to send a color letter, you can check the 'Color' checkbox. If you don't want the to and from address to overlap with your design/content, you can insert a blank page for the address. Similarly, you can click on other checkboxes based on your specific requirements.

Return Envelope: If you have pre-ordered return envelopes and they are available in stock, you can select the desired return envelope by clicking on the dropdown.
Envelope Type: By default, all orders are sent in Standard Double Window.
Page Size: You can select the letter size based on the destination to which you are sending the mailing.
Extra Service: You can choose this service if you want to send out registered or certified mail. These mailing options are available only for sending letters and checks.
Mailing Class: By default, all mail is sent as First Class or the fastest non-express postage available in the destination country. This can be overridden by selecting Standard Class by clicking on the drop-down.
Send Date: You can either schedule the mailing to be sent out on a future date, or by default, it will be sent out to the printer the next day for printing.
Express Delivery: You can select Express Delivery only if you have not opted for the Extra Service option.

Next, click on 'Create' to finalize the letter. Once the order is successfully created, you will be redirected to the list of sent letters. To preview the PDF, you have two options: either click on the 'View PDF' link under the 'Preview' column on the list page, or click on the specific letter order and then click on 'View PDF'.

Note that you can cancel the orders that you create by 12 AM EST of the send date.

Details about tracking will be covered in a later section.

Sending Letters to Multiple Contacts

With an understanding of how you can send mail to individual contacts, let's look into how you can send mail to multiple contacts at a time. To do so, you will need a CSV of your list of contacts and you will need to click on 'Upload Recipients'.

To properly format your contact information, refer to the example found here. If you need to adjust it to include different variables for different contacts, you can either remove the columns from 'code' to 'datedue' or replace these columns with the required information for your templates. Fill in the individual values under each column and remember to save or export it as a CSV file.

If you are using your own CSV, make sure the following columns are available:

First Name and Last Name or Company Name
Address Line 1
Address Line 2
City
Province or State
Postal or Zip
Country Code

In addition to these, you can also include Description, Email ID, Phone Number, or any other required information you wish to add for individual contacts to send personalized mailings.

An important note if you would like to place the full address into the column Address, you must then avoid adding details to the other address columns for that contact.

Once you upload the CSV, if your template contains merge variables, they will automatically be mapped with the information available in the CSV.

Next, click on 'Create' to finalize the letter. Once the order is successfully created, a downloadable report will be generated for all the orders created. The report will include the order ID, recipient name, and status for each order. You can view the individual orders on the 'Letters' Order List page. To preview the PDF, you have two options: either click on the 'View PDF' link under the 'Preview' column on the list page, or click on the specific letter order and then click on 'View PDF'.