NEW: Ordering Postcards in SocialBAY
If you are using our Bronze and up plan, you will have access to purchase postcards in Design Studio as well as in your Listings tab.
These postcards are branded to you and can be fully customized with our Design Studio editing tool.
To Customize Postcards from Design Studio:
Click Design Studio.
Click Postcard in the ribbon to view the available templates.
Hover to preview or select the template that you would like to customize.
Use the editing options to the left to edit and customize your postcard. For a full tutorial on how edit and customize templates click HERE.
SAVE and name the postcard template at the top.
SHARE - share to social to create a post with the piece or select Download to download as a PDF, JPEG, PNG.
To Create a Custom Postcard from scratch:
- Click Design Studio.
- Click Create.
- Select Postcard.
- Customize the front and back of your postcard. *If you would like to know more about creating custom pieces in Design Studio, click HERE.
- Name and Save your postcard in the top middle of your screen.
To Order Postcards in Design Studio:
You can order postcards by using our Target 360 delivery and we will send those to the number of homes you select in a radius around the property.
- Click ORDER in the upper right.
- Preview your postcard on the next screen. (You can then cancel to proceed with ordering or click Edit Project if you need to make changes)
- Click Add Recipients.
- Choose Target 360 Delivery and this will allow you to set a property address and we will deliver postcards to the closest houses around the address you enter.
- You can also check the box to have a postcard sent to your address and you can input the address you would like the postcard mailed.
- You can Close, Save and Close (creating a Draft that you can later come back to and edit, etc. this will appear on your Project Dashboard) or Continue to Payment.
- When you continue to payment you will then either Close, Save and Close or Review and Finish.
- If you select Review and Finish, you will see the postcard, the ordering info and then can either Close, Save and Close or you can click Purchase to complete the transaction
You can also Choose Contacts and upload a mailing list for your postcards to be mailed to.
- Click ORDER in the upper right.
- Preview your postcard on the next screen. (You can then cancel to proceed with ordering or click Edit Project if you need to make changes)
- Click Add Recipients.
- Download the CSV file with your contacts.
- You will then be able to assign the fields for CONTACT NAME, ADDRESS, CITY, STATE and ZIP.
- Press SAVE.
- You can Close, Save and Close (creating a Draft that you can later come back to and edit, etc. this will appear on your Project Dashboard) or Continue to Payment.
- When you continue to payment you will then either Close, Save and Close or Review and Finish.
***There is a minimum quantity of 25 postcards per order.
To use the Postcard feature from your Listings tab:
- Select the Listings tab on your left hand side navigation Menu
- Find the listing that you would like to order a postcard for and click on the CREATE A POSTCARD ORDER tab on the right.
- In the pop up window SELECT the Postcard you would like to send.
- EDIT the FRONT AND BACK OF YOUR POSTCARD. For a full tutorial on how to edit postcards click HERE.
- Click SAVE.
- Click ORDER.
- You can upload a list of people that you would like to send this postcard to OR utilize our Target 360 Delivery option.
You can Close, Save and Close (creating a Draft that you can later come back to and edit, etc. this will appear on your Project Dashboard) or Continue to Payment.
When you continue to payment you will then either Close, Save and Close or Review and Finish.
Print Order Dashboard
This is where you will have the opportunity to see all of your print orders whether they are in Draft, Printing, Canceled or Delivered.
- You can filter your Print Orders by Clicking Filter and choosing the status and date range.
- You can also use the Search bar to select by Project Name.
- In the Dashboard you will be able to see your order details and edit any orders that have not been ordered. If an order has been printed you will be able to see the order details as well as Reorder. If an Order has not been ordered, you will be able to edit that order and proceed with the order or delete that draft order.
- You will also have a one hour grace period to cancel your order and that will be available to you on your Print Dashboard by clicking the 3 dot action button and choosing cancel.
Important Postcard FAQs for our US Customers HERE
Important Postcard FAQs for our Canadian Customers HERE
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