Mailing History

The Mailing History is a list of everyone the user has ever mailed to. Go to Dashboard>Mailing History, this page shows you:

  • Recipient Name: if you click on it, you'll see recipient details
  • Mail Date: the date selected by the user during the order process. This is the date the card will actually mail
  • Order Date: the date the order was placed
  • Mail No: this is the mailer number for the card. If you need to contact support regarding an order, you would reference this number. If you click on it, you'll see a high resolution PDF proof of the mailer
  • Attachment: if you click the link, it will show you the attachment that was selected for this mailer
  • Status: will be one of the following:
    • Processing: the order has not been printed yet, can still cancel or make changes. An order is generally still Processing up until around 10am the day of mailing.
    • Mailed: the order has already been printed, no changes or cancellations can be made.
    • Canceled: the user has canceled the order, the card will not be mailed
  • Last Response: the last time the recipient entered their pickup code for that mailer
  • Cancel: if the mailer is still processing, it can still be canceled and the credits will be refunded to your account
  • Modify: if the mailer is still processing, you can modify the message or attachment for the mailer
  • Export: you can export the entire mailing history into an Excel spreadsheet so you can upload into your CRM system or get detailed reporting

Next Topic Account Info

Other Topics
Sending Cards
Uploading Contacts

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