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How do I print postcards?

Follow the steps below to print postcards:

1) Log in to your account

2) Scroll over the Email, Txt, & Print tab

3) Click the Templates sub-tab

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4) Under "Custom Templates", click the New Custom Template button

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5) Add a Title for this template

6) Scroll down to "Postcard Content" and put in the content you would like

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7) Click Save

Once you have created the template in the Postcard content box and saved the template (it will require a Title), follow these steps:

1) Click the Email, Txt, & Print tab

2) Click the Print/Email Letters sub-tab

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3) Filter which customers you would like to print a postcard for (Wait for screen to reload before going onto Step 4)

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4) Once the screen has reloaded, select Notification Template (the one you just created)

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5) Select which customers you would like to print a postcard for based on the filter you selected

6) Scroll to the bottom of the page and select the Print option under "Contact Method"

 

7) Select Postcard under "Format"

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8) Click the Generate PDF button

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This will bring up all the postcards for all of the customers you had selected.


** When printing the postcards, please set Page Scaling to 'None' or the postcards may be printed incorrectly. Postcard template is compatible with Avery 8387 sheets.

 

If you are wanting to print your monthly invoices as a postcard then you will need to follow these steps:

1) Click the Email, Txt, & Print tab

2) Click the Settings sub-tab

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3) Under the "Print Settings" (at the bottom) select Postcard as the Print Format

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4) Click Save

Invoices will now be ready for you each month in your print batch after the invoices have been posted to the customers account.

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