5 basic things to get started
      • 10 Jan 2023
      • 5 Minutes to read
      • Contributors
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      5 basic things to get started

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      Article Summary

      At the start, it could be overwhelming to explore a new product. We wanted to give you 5 quick tips with the basics and then let you slowly explore the features at your own pace.

      Before we dig in...
      If you want assistance On-Boarding, or would like a strategy session with our resident Direct Marketing coach, please schedule a time here:
      Schedule Time Here:
      Schedule On-Boarding

      Ok? Ready? Lets do this!!!
      Lets start by showing you a quick overview of your Dashboard.
      PRINTgenie offers two types of subscriptions.
      PRO and Essentials.
      For our CRM partners, we now offer a "Starter" subscription. Although it does not have a monthly charge, the print prices are approximatley 25-30% higher. Starter packages don't have access to campaigns.
      Both a PRO and a Essential user has the same functionality as described in the video below.
      The major difference between the two is that a PRO can customize, edit and share their asset and earn a commission.

      In this first video we are going to review the Marketplace. This is where you order your marketing material. Both types of subscribers will have the same Marketplace Dashboard.

      However if you are a PRO, you will have two main areas to work in.
      Marketplace (This is where you order campaigns & mailers)
      Design Studio (This is where you build Text, Email, Direct Mail & Campaigns)

      As an Essential User, you will not have an option to click over to the Design Studio and create / edit templates. You can simply order and use what's already been created for you.

      Here are the 5 basic things for you to get started. Please spend a few minutes making the most out of PRINTgenie.

      1. Set up your profile.

      We use Merge tags on our templates.
      There are two types of Merge tags.

      Profile Merge Tag:
      This will pull information from your profile and place it on the mailer, text or email. It's more efficient doing it this way then writing it on each mailer. You can easily change your profile information that will then be reflected on your correspondance.
      {{MyFirstName}} {{MyLastName}}

      Recipient Mail Merge Tag:
      This the information pulled from your data file.
      {{FirstName}} {{LastName}}

      Learn more about Merge tags here: Variable Merge Tags

      We build templates that may or may not include part or all of your profile. We may include an Email on a letter, and we might not. We might include a merge block such as a Photo or Logo.

      However, have no fear. You don't have to fill out your entire profile.
      If you order an asset (text, email or mailer) that includes a field that you have not filled out yet, we'll notify you of what is missing using our DPA (Dynamic Profile Assistant)

      You can find your profile under the Account Settings.

      Sometimes your data file may include two addresses per record.
      There may be a "Mailing Address" and a "Site Property Addresss"
      In this case we will Mail to the "Mailing Address" yet reference the "Property Address" in the content of the mailer.
      Dear Mary,
      My name is Andy and I'm interested in your house at 123 Main St.
      (Yet we are mailing it to 697 Elm St.)

      2. Upload your list

      Upload your lists in the "My Contacts" section of the left side navigation.
      We don't accept an excel file. It must be a .CSV file.
      You don't have to format or change the header names in your file. However you will be required to map out your fields. It's best to be familiar with your list.

      You can review how by watching this short video:

      3. Review and order Campaigns

      PRINTgenie is know for our campaigns. They include Text, Email and Direct Mail.
      We build our campaigns to include Text and Email even if your records don't have that information. If your list does not have a phone or Email, then that part of the campaign just won't deploy and you won't be charged for it.

      Campaigns are built to last for a long time. They are perpetual. You can continue to add names to the campaign. There are no minimums and anyone you add to the campaign will start at the begining of the campaign.

      Once you activate a campaign you can simply "Fead The Beast" - That means... you can add a name from your phone, desktop or CRM. The more you Fead the Beast, the more potential leads will come in.

      Be sure to look at each campaign and clearly understand the content so you are confident when assigning a new name, or list.

      You will notice the campaigns are available to order via your mobile app. However, we do not expose the contents of each mailer so you should be aware of what they consist of via exploring on the desktop first before deploying a campaign from your mobile.

      Here is a detailed video on how to order your first campaign:

      4. Review and order Mail Templates

      We have pre-designed and created many direct mail templates. You can preview the template by simply clicking on the thumbnail. It will enlarge and show you the template. Notice the merge tags sucha as {{MyFirstName}} and {{First Name}} - These merge tags are an easy and visable way for you to see the merge tags being used in the template.

      To see the merge tags with your account profile, simply click on the red icon.


      This is a .PDF file. It will render a proof for you using your account profile. Notice that we will replace {{FirstName}} with "Fred" and {{PropertyStreet}} with "301 Stonecave Rd.". We use this dummy text to preview your proof as there is no name or list has been assigned so show as real contact refernece.

      In order to see your Profile, and a sample of the Recipients information, simply "Order" a mail template with a list, or a single record. We'll then supply a .PDF that will show you a sample direct mail template with Your Account Profile, and a Recipients details.
      *You don't have to actually checkout and order.

      View our short video on how to order a Mail Template.

      5. Fund your account

      At the top right of the page you will see a button to Fund your account. This is an easy way for you to make payments for anything you order instead of having to enter a credit card each time. The money is yours, you are simply funding your bank / wallet for convenience. We may use the term credits, however we don't have anything like 1 text = 2 credits. That is not how it works. The dollars in your PRINTgenie wallet = the cost of ordering a mailer, or data. The pricing table is found in pricing section.