To help plan the creation of the mailing package, use this checklist as your guide. We understand you may not have all the answers for each question at this time, but this will prepare you for all of the pieces that need to be addressed before a mailing project is finalized. Your Account Manager will provide recommendations, guidance and help answer questions to make the most of your mailing project!
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Postage Permits
We are happy to mail using a client’s USPS non-profit number. Here are a few best practices for this to go smoothly. Let our team know up front on the project so we can make sure to get the information we need right away.
While our mail house does prefer to use their permit number for the mailing, we can use the client’s permit, If using their permit number, ensure there is enough postage to cover the mailing.
The information we need to in order to use a client’s nonprofit number includes the following:
CRID (customer registration ID)
Non-Profit Authorization Number (with USPS, not their nonprofit number for the university)
Non-profit indicia
Return address that is on file with USPS for the non-profit authorization number
Permit number
Formatting the Mailing List
Our account team will advise on specific requirements for your project’s mailing list. We generally recommend these best practices to format the mailing list:
Send your data in a spreadsheet, saving it in the comma-separated values (CSV) format
International addresses must be separated from domestic addresses
Domestic addresses should at least contain data fields for “first name”, “last name”, “address 1”, “address 2”, “city”, “state” and “ZIP code”