Front End - Printing and Mailing
Consider a product – Flyer with product service type as Printing & Mailing. Thus, the customer will have to opt for compulsory mailing with the printing.
At the front, the system will display the Mailing Calculator, where customer can define the mailing quantity, choose postage class as per their requirement, and select mailing date (if the setting is enabled).
In the price section, they’ll get the total product cost as the summation of Printing and Mailing Cost and Postage Price. Also, we have a few settings related to pricing, so contact the technical support team for further assistance.
After completing the product design, a customer will land on the Product Options page. Here, one can choose to upload the mailing list (if the setting is enabled) or choose the other services for the mailing list. If the USA – DATA is enabled and configured, then that option will also be available here.
- Customers can now download a sample file and add the mailing list.
- Once the file gets uploaded select the mailing list and check the Mailing Summary.
- One can map the fields according to the data filled in the sheet.
- Click on Upload and Save and complete the order.
At the Admin Panel, go to Admin >> Orders >> List Order >> ‘Action Menu’ of the order with mail list >> Update Order Option.
Under the Order Product Details, Admin can find the link to download the Mailing List uploaded by the customer.
Mailing List
At the Admin Panel, the customer mailing list is available at under Customers >> Customer Mailing List. Here Admin can download or delete the mailing list, however, they have no provision to add a mailing list.
At the front end, customer can check their mailing list from My Account >> My Mailing List.
Here customers can view, update, delete, and upload a new mailing list as per their requirements.
- The system will provide list type as shown in the below image which is configured in USA-DATA service.
- Choose target geographical area(s).
- You can also add a different zip code.
- Fill the form as per your needs and proceed further.
- Fill data as per your need and click the Next button and the system will redirect to additional information section.
- Your customer can now proceed further to complete their order.
Admin Panel
You can view all the orders and download the USA-DATA mail list file for orders using the Get Data Files button.
Consider a product – Flyer with product service type as Mailing Only.
Here the customer will only have to enter the Mailing Quantity and proceed to checkout. The only thing is that customers will not get the option to design the product or to place a printing order.
Next, it will be redirected to the Product Options page and rest remain the same as explained in case 1.
Consider a product – Flyer with product service type as Printing and Mailing (Optional).
Here, customers can choose whether or not to opt for the mailing service using the feature, Show Mailing Calculator.
If opted for yes, then it means the customer looks forward to availing the mailing option and the order flow will take them to the Product Options page. If no, then the order flow will be like any other standard product.