Getting an address list out of your software for the purpose of sending a mailing can be a confusing task at times, but we will attempt to decode things just a bit.
You have probably been entering your customer names and addresses into your accounting software or management software. You might even have names in a CRM (customer relationship management) package like Act! or an email program like Outlook. Wherever you enter names and addresses, there is generally a way to get them back out in order to send a mailing.
The process of getting your mailing list out of your software is called “exporting” or an “export“. If you know this simple term you can search the Internet or your software help files for more clues on the subject. Most software packages that allow you to enter names and addresses generally have an export function of some kind.
As it relates to software (not a website or web service), the process is usually as easy as clicking on the “File” menu on the upper left of the menu bar, then choosing “Export“. (The reason we excluded websites and web services is because the standard “File” menu doesn’t exist with websites, and most websites have their own unique way to export data.)
When exporting your data, there are sometimes a wide variety of file formats that you can save your file to. We recommend exporting your data to a .csv file, otherwise known as a “comma separated values” file. The nice thing about a csv file is that it can easily be opened by Excel or other spreadsheet programs, and it can be loaded into other applications as well.
Welcome 2014! Years seem to feel more like months these days. I’m not sure if that’s because we are having too much fun and making time fly, or if we are just distracted by the opportunities to assist our customers. Either way, a new year is upon us.
We want to say thank you to all our customers, vendors, employees, friends and families who all have been so supportive of the products and services that we offer. We are grateful… Thank You!
In response, and as our New Year’s resolution, we will continue to innovate in the mailing industry in order to deliver hi-tech mailing tools to assist you with your mailings. We will also continue to offer a degree of speed and precision that few in the mailing world can provide, and we will continue to offer stellar customer service, the kind that you can only find by turning back time.
One of the many little-known features of the LetterStream website is the ability to schedule a mailing to go out on a specific date. It’s a handy feature to be familiar with when you have a mailing that needs to be sent on a date that coincides with a vacation you’re planning, or an upcoming holiday.
Imagine creating a mailing, scheduling it for a future date and taking off for vacation. While you are sitting on the beach one evening an email arrives from LetterStream letting you know that your mailing went out according to plan. Ah, now that’s what I call a vacation!
Scheduling is fairly simple; after your job is created, click the “Edit” button under the options column on the job listing page. Then choose the option called “Change Scheduled Date” and enter the date you want your mailing to be delivered to the Post Office. We’ll take care of it from there.
Keep in mind, the schedule tool is for delaying a mailing for a specific date. If you need your mailing to go out the door faster, choose the expedite or rush option for faster processing.
Our IT crew is always working on things to make creating and managing mailings as simple and as easy as possible. However, due to the complex nature of mailings, there’s occasionally the need for a little assistance.
If you ever find yourself in a position of needing some help, pleasedon’t hesitate to contact us in whichever way you feel most comfortable. There’s nearly always someone around during business hours who can readily pick up the phone and give you some old-fashioned customer service, and sending us an email is never a bad option either.
Now you have yet another way to get assistance from us. We’ve packaged up the most common questions we get asked into a brand new FAQ page, utilizing the same help desk software as Pandora.
Since one of our frequently asked questions is “What does FAQ stand for?”, we simply call our page… “Help“.
The link to the Help page appears in the upper right corner of nearly every page after you have logged in, and is always available in the footer of our website.
The new Help page is packed with handy tips and instructions (organized by category), and a powerful search tool is available to help steer you in the right direction. In addition, we’ve included some short, easy-to-follow instructional videos packed with how to’s and product overviews.
Our phone number and email are handy on the right side if you can’t find exactly what you need.
Bottom line is, we are here for you. Phone. Email. Videos. Help Page.
Pre-Addressed PDF Demo – A quick overview of the mail creation process if you have documents that already contain the recipients’ mailing address on them. You might also refer to them as an already merged document.
Document PreFlight Demo – Learn how to use our PreFlight tool, which allows you to see the parts of your document that is visible through our windowed envelope.
Windowed Letter Demo – Learn to create a first-class or certified mailing using an address list and a PDF file.