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Overview

1
  • What is the general order process?
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Order Types

8
  • What is Quick Send for plan users?
  • What are API orders?
  • Can I order using Google Sheets?
  • Tell me about Thankster and Zapier.
  • What are Integration orders?
  • What is a Drip Campaign?
  • What are One-Off Projects?
  • What are Campaigns?
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Other Order Related

4
  • How do I clone a sent order?
  • How do I cancel an order?
  • What are public folder templates?
  • What are My Templates?
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Using the Editor

11
  • Types of mailers – availability, volume requirements
  • What do the red and yellow borders in Step 2 of the editor mean?
  • AI Message Tool
  • AI Image Tool
  • Merge Fields
  • How do I add an image to my mailer?
  • What is “My Image Library” ?
  • What is meant by grouping text or image boxes in the editor?
  • Can I add a QR code to my mailer?
  • What are public images?
  • Can I add a signature to my mail piece?
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Contacts

5
  • How do I import contacts?
  • How do I import a spreadsheet?
  • How do I enter recipients using the grid?
  • What is a list?
  • What is the difference between the Address Book and Lists?
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Plans pricing

5
  • How am I billed? Is there a large monthly commitment?
  • What is this pricing for?
  • Do I get a monthly invoice or statement?
  • Explain pricing for recurring order plans.
  • When am I billed?
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Other Pricing

2
  • Explain pricing for One-off Projects, and credit packs.
  • Can I mail to non-U.S. locations, and how are these billed for?
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Create Handwriting Font

2
  • What are some handwriting creation tips?
  • How do I create my own handwriting font?
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General

8
  • Is Thankster optimized for mobile devices?
  • What browsers does Thankster work with?
  • Is there order tracking?
  • What types of mail pieces can I send?
  • Can I request a sample?
  • Are there any volume minimums?
  • How long does it take my cards to arrive?
  • Can you do inserts, like gift cards or business cards?
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Account, Billing, Payment Related

2
  • Where can I see billing and related information?
  • If I have an integrations plan, how do I update my credit card?
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Contacts

  • How do I import contacts?
  • How do I import a spreadsheet?
  • How do I enter recipients using the grid?
  • What is a list?
  • What is the difference between the Address Book and Lists?
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SOME Use Cases

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  • CRMs and Lead Gen
  • Donor Retention

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