It’s important to note that effective use of the Auto Postcard function hinges on good customer list maintenance.  If customer birthdays are wrong or if a customer has changed his address, you could offend someone or at least, waste the cost of the card and postage.

Best Practices

We recommend the following best practices:

1. When adding anything to the schedule, please remember that these cards go out WEEKLY, not monthly. Therefore, anything you want to add to the schedule should be scheduled with enough time in the criteria according to what timeframe you want it to hit mailboxes. 
2. You can preview the cards that are scheduled to go out that week, any day from a Monday to a Thursday before 11:00 p.m. by going to Customer > Find > Load Settings and choose which postcard you want to preview and highlight it.  Click OK and then OK once more.
3. When you close up for the day, DO NOT TURN OFF YOUR PC, SERVER, OR ANY COMPUTER THAT WE SET UP THE TASK ON, usually on Thursday evenings. You can put it to sleep but do not turn it off. If you do the cards will not run and will not be ordered. 
4. If you change the admin password on your server PC and the password is not changed in the task, your cards will not go out.
5. Periodically, at least twice a year, review your customer database to ensure the accuracy of your information.
6. Occasionally do a manual filter of customers using the same filters of your postcard presets and view the results to ensure the list matches your desired results.

FAQs

Q:  Now that I can send postcards automatically, is there any reason to send postcards "on demand" anymore?
A:  Yes.  In-store events, Christmas, Happy Holidays, Valentine's day, etc., are all important occasions for postcards can be sent on demand.  

Q:  Can I automate postcards for annual occasions or holidays?
A:  No.  The automatic postcard feature is designed to run postcards around personal events on a weekly basis. 

Q:  What if I make a mistake in my schedule setup?
A:  If you discover your mistake and notify us before close of business on the Friday before the job will be processed, we might be able to cancel the job.  Send an email to postcards@ajsllc.com.