Open Edge Print Marketing Section

01 STEP

• From your Edge Software , click Customer > Print Marketing > Order Now

• Click " Filter by Group " and check box for postcard group

• Click " Postcard Design " drop-down arrow and highlight desired mailer

01 STEP

Go to DriveRetail . com Website

• Click " Products " tab at top navigation bar , then select Anniversary or Birthday category

• From the Product Page of the mailer you selected , click " UPLOAD OWN LIST " to be redirected to Online Post Office

02 STEP

Enter Promo Offer and Disclaimer

• Enter your " Promotional Offer " and " Disclaimer " as you want it to read on your direct mailer

• Select " Postage Class "

• Click " Customer Criteria " to identify those customers that will receive a direct mailer

02 STEP

Enter Online PO and Prepare List

• Enter your Program Key

• Enter Direct Mailer Contact Details and select Postage Class

• Click " Download Recipient List Template " and prepare you list exactly as instructed

• Click " I Agree "

Select Additional Customer Criteria

04 STEP

• Then , select the range of your customers ’ Birthdays or Anniversaries that will be sent a direct mailer

• Select additional criteria like “ Amt Spent ” to further segment your customers

04 STEP

Data Quality Options and Review

• Important : On the Data Quality Options page , be sure the " Remove Duplicates " and " By Address " are both checked

• Click " Next " to review the options you selected

• Review your options , click " Next "

05 STEP

Review Store Info and Generate List

• Click OK twice to verify that your store info that will be populated onto your mailers is accurate

• A list will generate that fits the criteria set . The total number of pieces appears at top

• Gender guesses are tinted green

05 STEP

Payment Page

• Please note you are responsible for the charges associated with the weekly mailings from your Birthday or Anniversary list

• You are purchasing your Data Quality Service only . Additional Printing + Mailing charges apply

Payment Page

06 STEP

Click " Check All " Button at Top Right

• “ De-select ” those customers on your list that you don ’ t want to send a direct mailer to

• The final # of mailers and the total $ of your order will display and an Order Confirmation email will be sent summarizing your order

06 STEP

• Please note the Birthday or Anniversary dates from your list for the next scheduled mailing

• Any records with a date prior to this will be scheduled for delivery next year instead and you will be responsible for pmt .

Invoice and Charges

Invoice and Charges

07 STEP

• Your order will be electronically sent to our digital printer . We will process , print , and mail your order per our production schedule .

• You will receive an Order Invoice and your credit card on file will be charged

Denotes Important Step

07 STEP

• An Order Confirmation email will be sent weekly summarizing the # of pcs . mailed and the total dollar amount .

• You will receive a weekly Order Invoice and your credit card on file will be charged for this amount

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