210 results found for “create basic list”
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Email-to-Mail Email-to-Mail Basics
Confirm an Email-to-Mail Job
If you created a customer email-to-mail mailbox and enabled confirmation, you'll have to log in to approve proofs and su ...
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Document Templates Design Templates
Open a Design Template in Click2Mail's Document Editor
You must be logged into your Click2Mail account to open a design template in the document editor. Start from the Click2M ...
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Delete an Address Book
If you no longer need an address book in your Click2Mail account, you can delete it permanently. Here's how: 1. Log in t ...
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Mailing Online Ancillary Endorsements
Why Use Ancillary Service Endorsements?
Ancillary service endorsements provide valuable instructions to the USPS on how to handle your mail if it cannot be deli ...
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Mailing Online Ancillary Endorsements
About Ancillary Endorsements
Ancillary service endorsements are instructions printed on your mailpiece that tell the USPS how to handle it if it cann ...
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API FAQs FAQs about Click2Mail's APIs
Relevant Job Statuses
As a REST API consumer, the job status relevant to you are: 1. EDITING -- this is the status when you create a job via / ...
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Click2Mail Connect - Formerly the CRM Hub Follow Up Boss Integration
Setting Up the Follow Up Boss Integration in Click2Mail Connect
Introduction Integrating Follow Up Boss (FUB) with Click2Mail Connect enables seamless mail piece generation by leveragi ...
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Click2Mail Connect - Formerly the CRM Hub Sheets Integration
How to Set Up an Integration with Click2Mail Connect Using Google Sheets
Introduction Google Sheets is a versatile data source for Click2Mail Connect, offering flexibility for customers who exp ...
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Click2Mail Connect - Formerly the CRM Hub Demos
Connecting Accounts to Click2Mail Connect
Watch the Video Guide Here Introduction Click2Mail Connect enables seamless integration with various CRMs like Salesforc ...
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Embed Fonts into an MS Word Document
Fonts that are unsupported by the Click2Mail system will typically (not always!) print if they are embedded into the doc ...