Skip to main content
Browse documentation

Type to search the documentation. Press Esc to close.

How do I send a batch of handwritten cards?

No code needed

Open Send to a list and choose Start a mailing. The six steps are Recipients, Design, Message, Schedule, Review and Confirm. Use a saved list or spreadsheet, check the merged cards, then schedule the mailing.

On this page
  1. Add recipients

    Choose From your contacts and select a saved list or all contacts. You can also upload a CSV, paste spreadsheet cells with headers, or enter addresses. Review the ready, blocked and duplicate rows before continuing.

    Recipients are copied into the draft. Later changes to your contacts do not update those copies.

  2. Choose the design and handwriting

    Pick a card from the collection or your saved designs, then choose the handwriting. Set up custom artwork first if you need it.

  3. Write and check the message

    Use the field picker to insert details such as {{first_name}} or a custom field. Add the sign-off and return address. Check the previews for long names and missing values.

    Continue to run checks across all recipients. Fix blocked rows or remove them from the mailing.

    You’ll know it worked when The checked recipient count matches the number of cards you intend to send.

  4. Choose the schedule

    Choose an offered arrive-by date or as soon as possible. Read the production start date, mailing date and arrival window. Larger mailings may need more production time.

  5. Review the cards

    Check the merged examples, including the shortest and longest messages. Confirm the recipient count, return address and credits needed.

  6. Confirm the mailing

    Read the cancellation deadline and confirm. A member sending above the space’s approval threshold needs an owner or admin to approve it.

    You’ll know it worked when The mailing shows as scheduled or waiting for approval.

#Change or cancel a mailing

Open the mailing from Send to a list. Use the actions offered for its current status. Before production, cancellation releases reserved credits. After production starts, only cards that have not entered production may still be stopped. Use the deadline on your mailing rather than calculating it yourself.

Mailing statuses
StatusMeaning
DraftStill being prepared. No credits reserved.
Pending approvalWaiting for an owner or admin.
ScheduledConfirmed, with credits reserved.
In productionThe cards are being made.
Partially sentSome cards have been mailed.
CompletedThe mailing is finished.
CanceledThe mailing was stopped.

#Common questions

Can I reuse a mailing list?
Yes. Select the saved list on the Recipients step. Each mailing copies the current members, so check that the list is up to date first.
How do I send a sample?
Use Send one card with your own address and the same design, handwriting and message. This is a paid physical card.
When are credits spent?
Scheduling reserves credits. Each card spends its reserved credit when it enters production.

Last checked against the product on . Something wrong or missing? Tell us.