Engage

• How to Start Sending
• How to Test a Send
• How to Save a Draft
• How to Create a Direct Send
• Getting Started with Multi Currency Collections
• Saved Messages Explained

See all 14 articles

• Salesforce Integration Hub
• Salesforce Integration
• Salesforce Access & Field Creation
• Salesforce Triggers
• How to Disable Salesforce Triggers
• Salesforce Managed Package

See all 31 articles

• Profile Settings Overview
• Email Integration
• Username Change Request
• How to Reset Your Password
• Personalized Email Templates
• Notification Summary Breakdown

See all 10 articles

• Postal Statuses Explained
• Order Report & Exporting Reports
• Recent Activity Report Explained
• Impact and ROI Explained
• Summary Report Explained
• Overview Report Explained

See all 7 articles

• How to Find Tracking Information for a Recipient's Order
• MagicLink Approval Settings
• Redeeming Your Digital Gift Card
• Redeeming Your Postal Global Choice Link + Prepaid Card
• Redeeming Your Visa or Mastercard Digital Gift Card
• Collection Recipient Experience

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• Managing Your MagicLinks
• Creating a MagicLink

• Ledger Report
• Budget & Balance FAQ
• Currency Conversion
• How to Download Receipts
• Funds & Budget Explained
• Adjusting Budget Timeline

See all 19 articles

• How to Add or Remove Tags from Contacts
• True People Search & Been Verified
• Importing Contacts from CSV or Excel
• How to Create and Update Contact Lists
• How to Add a Contact
• How to Change a Contact Owner

See all 7 articles

• Campaign Studio

• Events Terms & Conditions
• Event Custom Emails
• Custom Event Images Guide
• Managing Your Postal Event
• Requesting a Postal Event
• Event Best Practices

• How to Add Users
• New User Account Setup
• Adding or Removing Roles
• How to Bulk Import and Export Users
• How to Add Teams
• Permissions Breakdown

See all 7 articles

• Request a Product
• Creating Direct Mail in Postal
• Direct Mail Template Editor
• Postal Design Best Practices
• Postal Paper Weight
• How to Set Up a Postal Collection

See all 12 articles

• Fraud Check
• How to Change the Display Name
• Security Package Features
• Account Settings Overview
• Personalized Email Settings
• Adding Postal Domains to Your Whitelist

See all 7 articles

• Postal Chrome Extension

• Brand Return Policy
• What Is Postal Engage?
• Postal Terms of Service
• Postal Privacy Policy
• Postal Acceptable Use Policy
• Postal W9