FOR COMMERCIAL PRINTERS & MAILERS

Run the mailing.
Account for
every record.

Bring customer details, mailing files, preparation rules, and service settings into one campaign. Keep the work connected—from the first field mapping to the saved output.

Built for repeat jobs and the teams behind them.

THE CONNECTED CAMPAIGN
Your customerSaved details · Reusable permits
REUSE

One campaign carries the context forward.

  1. 01

    Files & fields

    Customer lists → consistent fields

  2. 02

    Prepare data

    Your rules. Your output fields.

  3. 03

    Services

    Address quality · Move Update · Deduplication · Presort

  4. 04

    Review & outputs

    Saved results. Every record accounted for.

Completed job preservedSetup ready to reuse

BUILT AROUND THE WORK YOU REPEAT

Know the customer.
Control the job. Keep the evidence.

Start with the customer,
not a blank slate.

Keep contact details, mailing identities, and reusable permits together. Choose the right permit for each campaign without rebuilding the customer’s setup.

Customer profile
Saved permitsField mappingsCampaign history

Your mailing.
Your rules.

Combine AND/OR suppression conditions, preview matching records, and create the fields your job needs. Configure deduplication across files or within each file.

EXAMPLE SUPPRESSION RULE
Do not mailequalsYes

Every exclusion has a reason.

See the workload.
Trace the result.

Compare preparation volume by customer and period. Drill into the supporting campaigns, reconcile retained and excluded records, and revisit saved outputs.

Customer volumeSupporting campaignsRecord reconciliation

ONE CAMPAIGN. FOUR CLEAR STAGES.

From customer files
to a recorded result.

01

FILES & FIELDS

Map each file on its own terms.

Review suggested postal mappings one file at a time. Keep customer fields, reuse saved mappings, and confirm each file before continuing.

02

PREPARE DATA

Set the rules for this mailing.

Suppress records using all/any conditions, preview matches, and create constants, combined fields, or formatted copies. Both tasks are optional.

03

SERVICES

Define the mailing.

Select services, set deduplication rules, and capture mailpiece, entry, and payment permit details for presort.

04

REVIEW & OUTPUTS

Keep the record of the job.

Inspect saved results and download outputs. Completed campaigns stay read-only; repeat the setup when it’s time for the next job.

THE OUTPUT, OPEN TO INSPECTION

Eight records in.
All eight accounted for.

This fictional campaign suppresses two customer records marked “Do not mail” and creates a Full name field. Six records continue, including one with a blank address. Address issues do not automatically remove recipients.

6 prepared2 excluded with a reason

Preparation example · Source values and exclusion reasons preserved.

Autumn customer mailingFICTIONAL SAMPLE

Prepared data

Showing 3 of 6 records · Selected columns

Full name · createdStateZIPCustomer ID
Alex Morganva2322000041
Casey TaylorVA2322100043
Riley ChenVA2322000044

The download includes all 16 output fields. Source names, state values, customer IDs, and leading zeros stay intact; Full name is a separate created field.

Download sample prepared data CSV

THE DETAILS THAT DEFINE A MAILING

Service choices.
Campaign context.

Keep the selected services and their settings with the files they belong to.

Address quality

CASS with DPV, LACSLink, and SuiteLink for address quality.

Move Update

Select NCOA move-update processing to identify recipients who have filed a change of address.

Deduplication

Choose the match criteria, comparison scope, and which record to keep.

Presort Documentation and Outputs (Mail.dat)

Capture mail class, dimensions, weight, entry details, and the payment permit. Include Mail.dat in the service plan.

IMb tracking selection

Include barcode and tracking requirements with the campaign’s service choices.

ONE COMPANY. CLEAR RESPONSIBILITIES.

Keep your team
on the same page.

Invite your team into a shared company workspace. Owners and Admins manage access; Operators work across the company’s campaigns. Viewers see campaign summaries and aggregate analytics.

OwnerAdminOperatorViewer

PRESERVE THE JOB. REUSE THE SETUP.

The next mailing
starts a step ahead.

Completed campaigns preserve their files, rules, service settings, and saved outputs. Use Repeat campaign to start a new draft with fresh files, then review the reused configuration for the new job.

Updates to a saved permit leave existing campaign copies unchanged.

For operations with mailing work to repeat.

Commercial printers, lettershops, and mail service providers handling recurring jobs for multiple customers. Especially when preparation depends on spreadsheets, scripts, shared folders, and operator experience.

Bring CSV and TSV lists, keep customer-specific fields, and reuse the mappings and rules you’ve already reviewed.

Up to 5 files · 10,000 records per campaign · 2 MB per file, with a 2 MB combined cell-data limit

LET’S LOOK AT YOUR WORKFLOW

Where does mailing work slow you down?

Tell us about your customers, mailing volumes, service needs, and repeat jobs. We’ll use those details to assess how PostalLytic fits your operation.

Contact and workflow details are stored for the site owner to review. Do not submit mailing lists or sensitive recipient information.

YOUR NEXT CAMPAIGN STARTS HERE

See how your next job could work.

Talk through your customer files, permits, preparation rules, and repeat jobs. See where PostalLytic fits your mailing operation.

Request a workflow review No account required to request a workflow reviewSign in to your workspace