Sending Direct Mail

Save your hands (and your sanity) from the tedious work of labeling and stamping mass amounts of mail with Lucidpress’ Direct Mail feature. Direct Mail allows you to send bulk mail pieces (such as postcards or invitations) to multiple addresses straight from Lucidpress so that you don't have to print and mail them yourself. Read on to learn how to use this feature.

Direct mail currently supports the following three document sizes:
  • 4 x 6 in
  • 6 x 11 in
  • 5.5 x 8.5 in

Additionally, your document must be exactly two pages and in landscape rather than portrait layout before you can print it using Direct Mail. 

Check and adjust your document's size and layout in the "Page" tab of the context pane. Open this tab by clicking on the white background of any page in your document.

direct_mailer_page_settings.png

Once you have set the proper layout and dimensions for your document, specify that the document is a direct mail piece by navigating to File > Direct Mail.

FileDirectMail.png

When you select this option, pink highlighted areas will appear on the second page of your document, indicating where the postage and address will go. Please remove any images, text boxes, or other pieces of content from these pink areas. 

Once you have adjusted your document's page settings, selected “Direct Mail” from the File menu, and cleared any content from the pink areas, you are ready to send your document to the printer.
A CSV file refers to a “comma separated values” file. Put simply, a CSV file saves data in a table-structured format so that programs such as Lucidpress can easily import and organize the data. For the purpose of direct mail, your CSV file will include all the names and addresses of those to whom you are sending your document.

You can use most spreadsheet programs, including Microsoft Excel and Google Sheets, to create and export CSV files. To prepare your spreadsheet data for direct mail, organize it into the following columns, ordered from left to right: Name, Address, Address (opt), City, State, and Zip Code, as shown below. 

CSVexample.png
Once you’ve filled in all of the names and addresses in the rows of your spreadsheet, you can save the information as a CSV by navigating to File → Save As → File Format → CSV. The data in the exported CSV will mirror the format of your spreadsheet.
To send your direct mail to the printer, follow these steps:
  1. Click Screen_Shot_2018-04-09_at_6.48.52_PM.png in the top right corner of the editor.
  2. Select “Direct Mailer” from the list of options.

    Screen_Shot_2018-04-09_at_6.51.23_PM.png
  3. Upload the CSV file you’ve created in the format mentioned above. Feel free to download the sample CSV for reference.

    Screen_Shot_2018-04-09_at_6.54.11_PM.png
  4. After uploading your CSV, please make sure that each column matches the appropriate data in your file.

    Screen_Shot_2018-04-09_at_7.01.24_PM.png

    If anything doesn’t match, simply reselect which CSV column correctly corresponds to the data needed. Click Screen_Shot_2018-04-09_at_6.56.05_PM.png.
  5. In the final step, you will be asked to review your document. 

    Screen_Shot_2018-04-09_at_7.05.02_PM.png

    Click on the blue button that says Screen_Shot_2018-04-09_at_7.03.34_PM.png. Once your PDF is generated, open it up and make sure everything looks good to go. This includes making sure no images or text are covering the postage or address area and that your document has the proper amount of page bleed.
  6. Hit Screen_Shot_2018-04-09_at_6.56.46_PM.png and proceed with the checkout process. Happy mailing!