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How to send Post

Updated over 3 weeks ago

How to send a Quick Letter

Best for sending letters to one person from your computer.

Make sure your letter meets our file specifications.

  1. Navigate to Post > Quick Letter in the Dashboard.

  2. Drag and drop or upload your file.

  3. Add the delivery address.

  4. Add the return address.

  5. Select your preferences for colour and printing.

  6. Press Send Now.


How to send a Letter Campaign

Use Letter Campaign for sending letters to up to 1,000 people at once. Use this option if you want to send generic letters that don’t include names and customer details.

Scroll down to learn how to personalise your letters with customer details, such as their name, account number, and more.

  1. Navigate to the Post > Letters > Letter Campaign.

  2. Give your campaign a name. This is for your reference only.

  3. Upload a PDF file of your letter by selecting PDF or compose a letter using Compose.

  4. Select your recipients. Add individual recipients, use a contact list or both.

  5. Add a return address.

  6. Select your printing and sending options. Then preview the letter.

  7. Click Send.

  8. Review the pricing and pages summary. If you’re happy then click Confirm.

Estimated number of pages and estimated cost is based on the generated letter that you see in preview.


Personalise your letter campaign

Personalised letter campaigns are also called Mail Merge. Use this feature if you want each letter to include customer details such as name, account number or order number and more.

What you’ll need:

  • A correctly formatted letter

  • Draft your letter and include placeholders (merge fields) for personalised details, like names, addresses and any other customer details.

  • Save the file in .docx format and make sure it is portrait.

If you’re using Google Docs, you can export your file as a .docx file.

  • An uploaded contact list.

  • Make sure your list contains the data (e.g., names, addresses) that will be merged into your letter.

You can upload a new contact list via contacts.



Set up your personalised letter campaign

  1. Check your letter to make sure your placeholders (merge fields) use double brackets. For example:

    1. <<FirstName>> for names

    2. <<Address>> for addresses

    3. <<Greetings>> for salutations

  2. Navigate to the Post > Letters > Letter Campaign.

  3. Give your campaign a name. This is for your reference only.

  4. Click Personalise with Word Doc and upload your doc.x file.

  5. Map your data. Link the placeholders in your document to the correct data fields from your contact list. Use the dropdown menu to match each placeholder with its corresponding field.

  6. Select your recipients. Add individual recipients, use a contact list or both.

  7. Add a return address.

  8. Select your printing and sending options. Then preview the letter.

  9. Click Send.

  10. Review the first letter generated to make sure the data is appearing correctly.

  11. Review the pricing and pages summary. If you’re happy then click Confirm.

The number of pages per letter may vary based on the size of the merged data.


Post letters from Word, Google Docs, PDF & more

With the ClickSend Print Driver, you can print any A4 document from your word processing or PDF software. You don’t need to manually upload your letter to the ClickSend Dashboard. Just select ClickSend Post when you print and we’ll handle the rest.

How to add the print driver:

  1. Download and install the ClickSend Print Driver here.

  2. After installation, you’ll see ClickSend Post as a print option in your software (e.g., Word, Excel, or any program that prints A4).

  3. Select Print > ClickSend Post to send your letter to be printed, packed and mailed.

Make sure your address is correctly set up. The length of your letter and the country you’re sending it to may change address formatting. Read about envelope size and address placement.

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