Embedded Files
The tools menu allows you to have easy access to your most used and important pages. Look below to find the purpose behind each page.
The tools menu allows you to have easy access to your most used and important pages. Look below to find the purpose behind each page.
Jobs
Jobs
Each job is a series of emails and/or documents that have been sent to a series of customers. You can view the details of each job, find information on each document and customer in the job, and more.
Emails
Emails
Here you can view emails that are ready to be sent, a history of all of your sent emails/documents, tracking, and more.
Payments
Payments
Here you can view your recurring payments waiting to be processed, exceptions to those payments, and payment history.
Campaign Management
Campaign Management
Want your customers who are receiving printed mail to start receiving emails? Simply check the email box when creating a campaign. Here you can schedule a series of emails to go to a specific group of customers. Name your campaign to make it unique. Choose when to automatically start the campaign. Put it on recurring so it works for you and saves you time.
Reports
Reports
Access a customer, email, campaign, system exception, or usage report or view your access log.
Support
Support
Still have questions or suggestions? Go to support to contact us, request a feature, or view the online documentation.
Logout
Logout
Click here on the toolbar to log out of your account.
What is System Status?
What is System Status?
Email and Print Mode ON/Print Only Mode
This indicates whether it's on print only mode or not. Print only will override customer preferences and other settings so that documents only print.
Email is Paused/Email is ON
This means that whenever you send emails, it won’t get past your Emails Ready to be Sent page and actually send. Instead, it will queue up the emails you wish to send, and you will have to unpause Emails to send them. This gives you enough time to look over the outgoing emails for anything that you think needs to be changed. To unpause emails, you can do so on the Company Settings page. You will know it is unpaused when you save your changes and the System Status reads “Email is ON.”
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