This is the control panel. The control panel lays out every page on the site in an easy to view format so that nothing is hard to find. Consider it like the table of contents for the site. Under every header for a page is a short description of what the page is used for.
Companies
This is where you manage your companies to be efficient and organized by configuring their settings or editing their information. Learn more.
Completed Campaigns
This is a quick and easy place to view the details of campaigns that have been completed as well as the emails they sent. Learn more.
Custom Page Labels
The custom page labels allows a company to customize the customer facing “start” and “opt in” pages. Learn more.
Customer Import
If a customer doesn’t already exist, then we create one once you ask for a delivery preference. However, if you already have customer data that you want to pre-feed into the system, then you can do that using customer import. Learn more.
Customer Statistics
Quick and easy access to view customer and document statistics so that you know where changes are needed, if any! For example: Number of customers with/without email, document email/print count, customer count, and more. Learn more.
Customers
Easily search for specific customers and have instant access to their activities, documents, and more. Learn more.
Document Types
Increase your organization and efficiency by managing and configuring document types to increase security, choose between email, print, or both, and more. Learn more.
Email Exceptions
All of your email exceptions are in one place so that you can easily access the exceptions and view their details. Learn more.
Email History
Quick access to tracking information, documents, customers, or the email itself on already sent emails to save you time and give you insight into how to move forward. Learn more.
Email Pending
Emails that are queued up and ready to be sent awaiting your review. Learn more.
Email Templates
Create, edit, and configure what you want in your emails that are going out to your customers. Learn more.
Images
Images are used in your outgoing emails (like a company logo image). You can upload and manage images here. Learn more.
Jobs
Each job is an efficiently organized series of emails and/or documents that have been sent to a series of customers. You can easily view the details of each job, find information on each document and customer in the job, and more all in one place. Learn more.
Payments
Explore a history of all of your payments. Learn more.
Reprints
Easily view all of the documents on your document reprint queue in one place. Learn more.
Scheduled Campaigns
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. Learn more.
User Import
Data Import is a tool used to add new Users. Learn more.
Users
Manage different users in the company. Create new users. Edit existing users. Even change a password for existing users. Two users are generated automatically when you create an account. Learn more.
