Initiating Mailings via Google Sheets Integration

After setting up your job template and integration with Click2Mail's CRM Hub, you can manage your mailings directly from Google Sheets. Follow the steps below to initiate and monitor your mailings effectively.

Steps to Initiate a Mailing

1. Add Data to Your Google Sheet:

Enter the necessary mailing information into your Google Sheet, ensuring each row represents a unique mailpiece.

1. Mark Rows for Processing:

In the C2M Status column, type "READY FOR C2M" for each row you want Click2Mail to process. This action signals the system to initiate the mailing for those entries.

1. Processing Time:

After marking the rows, allow up to ten minutes for the C2M Status to update. The system processes the data and prepares the mailings during this period.

1. Monitor Processing Results:

Once processing is complete, the C2M Result column will display the outcome for each row:

"Success": Indicates the mailing was processed successfully.

"Error Occurred": Indicates an issue during processing. Review the error details, make necessary corrections, and mark the row as "READY FOR C2M" again to retry.

Important Notes

Data Accuracy: Ensure all required fields in your Google Sheet are complete and accurate to prevent processing errors.

Processing Time: The system may take up to ten minutes to process and update the status. Please be patient during this period.

Error Handling: If an error occurs, review the error message, correct the data, and mark the row as "READY FOR C2M" to reinitiate processing.