Business Account Tutorial

 

Business User Guide

 

 

 

Getting Started in 5 Easy Steps

 

 

 

Step 1 - Register

 

Go to the home page and click on Register, select Business Account and simply fill in the required details.

When you have completed all the details click on submit and you should see a notice to confirm you registration was successful.

You will now be sent a confirmation email.

When you get this you will need to click on the ”Activate my Account” link, once you have done this you can login into your account.

 

 

 

Step 2 - Login & Download Desktop Mailer

 

Click the Login Tab.

Enter your User Name & Password on the first login page.

On the secondary Login page enter the requested 3 letters, from your memorable word, using the drop down tabs to select the letters.

Once you have logged in you will need to download the desktop mailer application, to do this click on the Profile tab at the top of the screen and then the “Download” tab on the left of the screen.

Enter the email address you want the download link emailed to and press submit.

An email containing the download link is sent, which you will now need to open, click on the link and follow the instructions for downloading the application.

Some users may need to reboot the computer after the Mailer App has downloaded.

 

Step 3 - Using the Mailer App & Importing Client Details

 

When you first open the mailer application you will see that the Client List is empty.

 

 

To populate the Client list you can either manually input the clients by clicking the   Tab, just below   or you can import your existing client list.

Importing is done using a CSV file format, which is the most common way to transfer data between different systems.

You will need to go to the application you use to manage your client list and do an export with the following headings:

 

(Note* Only the 'Client Code' and 'Name' is mandatory, the rest of the fields are discretionary)

Run your export and save as a CSV file.

When this is done go to the Mailer Application and click on the  then on the lower tool bar you will see the  tab.

Click on  and follow the instructions.

When import is complete click back into the mailer app, give it a few seconds when you see the clients all appear as the system will then allocate all clients with Passkeys, which you will see appear in the bottom right of the client details section.

Note* If after you import you are unable to click between different clients then simply click the edit button followed by the cancel button,, this acts as a refresh after the import.

Once the Mailer App has allocated Passkeys to your Clients you can begin to sending/uploading their post.

 

Step 4 - Sending Clients their Post

 

To send a client some post simply click on the tab  and select  on the lower toolbar.

The  section to the right of the application will now be active and you can select a client from the drop menu by name or by typing in the client code.

Once you have selected the client, fill in the title of the document you are sending and then click on the ‘Browse’ button to the right of “mail item path” and locate the file you want to send.

At this point you can also attach a covering letter, in the same way as the main attachment.

When the files are attached click the  button and the postal item will appear in the  for sending.

Repeat these steps to send more clients post and when you are finish click the   tab.

At the bottom of the application you will see  and , the cost to send section tells you how much it will cost to

send the current contents of the .

If you have enough credit then both will be green, if not then they will be red.

 

Adding Credit

 

If there is not enough credit on your account then you need to add credit.

To add more credit, click the  tab and a pop up window will appear from the NoMorePost.com website, input your credit cards details and amount of credit you would like to add.

When you have done this you can close the page and click the refresh button beside the  tab, you should now see the amount change to reflect the amount you credited your account with.

 

5. Clients Access Codes, Exporting and Mail Merge

 

All your clients need to be informed that you now using an online postal system and you will also need to give them the Passkey and Account name your business is using.

Please note that your account name is not your company name, it is a code name we have applied to your account and can be found by clicking the  tab at the top.

 

You can either call, text or email your clients with details of the Account Name and Passkey.

 

 

Mail Merge

If you use a mail merge system you can simply export the client details, which when done will also include the account name and passkey.

This should make it easier to run a mail merge.

Click on  then click the Tab.

 

 

Client Usage

When you have finally sent/uploaded post for a client you will want to get some feedback as to how your new online postal system is working and whether or not clients are actually opting out.

For a client to opt out they first must have created a Personal Account with NoMorePost.com.

Then once logged in they need to open a ‘Postal Channel’ between them and your business.

To do this they need to first login and then select the ‘My Profile’ tab on the top of the screen and then select the ‘Postal Channels’ and input the Account name and the Passkey that you have provided them with.

When a client enters these details they are choosing to opt out of receiving any future postal deliveries.

You can see when a client opts out as a green tick, like this , will appear beside their name in the  section.

From now on you no longer need to send them post via the traditional postal service, all post can now be sent via NoMorePost.com’s Online Postal System.

The more clients you encourage to opt out the more money you will be saving.

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If you have any further questions or problems them you can email us at: info@nomorepost.com