Create a Postbox on Postworks portal

This article will step you through setting up a Postbox.

 

1. From the landing page, click on Create new

 

 

 

2. The Create New window will pop up. Fill in the fields to your specifications

 3. Split Type

This tells us how we should handle your document and how to recognise each letter that is going to a different recipient.

 

• No split needed, they are separate PDFs 

Choose this if each PDF you upload to us contains only one recipient per PDF.

•   Split by page - (if your PDF contains multiple recipients)

If you are uploading a mail merge and each letter is a fixed number of pages, choose this option. 

We'll recognise each letter is going to a new recipient based on how many pages you tell us.

For example: If you have a 100 page PDF containing 2 page letters, enter 2 under Page to split by 2 pages.

           

• Split by keyword - (if your PDF contains multiple recipients with varying page counts)

If you are uploading a file that has a variable number of pages going to each recipient, this split type will recognise new letters by looking for a keyword.

The keyword must be on the first page of every letter and in the same position each time. Be aware keywords are case-sensitive.

 

1. Click Show us where your keyword will be.
   
   
   
2. A preview window will open up for you to highlight the location of your keyword.  Click Change PDF and select the PDF that includes your keyword.
   
   
   
   

3. Draw the Watchzone (red box) - this area will look for the keyword.

The watchzone should be big enough to ensure the keyword is captured each time. It doesn't matter if there is other data within the watchzone area.

Examples of common keywords that can be used include "Our ref," "Page 1," "Date," and "Dear."

For instance, if you choose to use the word 'Ref' as the keyword for splitting your letters:

 

4. Click Save

4. I want these documents printed

Choose Black or Colour

5. I want these documents posted

Choose 1st Class or 2nd Class

6. Advanced Settings

• • I want these documents printed:

    • Single-sided printing prints on only one side of each piece of paper. This is sometimes essential, for example, sending a form to be filled in.
    • Double-sided printing prints on both sides of the paper. It is more cost-effective and saves trees as it uses less paper - this is selected as default.

  •  PBID (Advanced Users Only)

A PBID (or Postbox ID) is a code that activates a Workflow™, which is an automated routine that regularly performs tasks with your documents. These tasks may include adding letterheads, and specific attachments, and setting default print settings.

Workflows™ can also be triggered based on content, sender, filename or PDF metadata.

• • Allow attachments

When you upload your PDF, you will be prompted to add attachments if you have enabled this feature.

• • Show upload preview

If this option is enabled, you will receive a preview window after uploading your item.

• • Digital Reply Envelope

  When you activate this feature, a digital reply envelope will be automatically added to all items uploaded to your Postbox. For more information on what a digital reply envelope is, please refer to this article.

7. Click Save to store your preferences for future use.

Now, let's Post a letter.