Mailing Made Easy for Small Business - PowerPoint Presentation

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Mailing Made Easy for Small Business

Intelligent Mail for Small Business (IMsb)Slide2

Intelligent Mail

®

for Small Business Tool

The IMsb tool is a new, free online tool specifically designed for small-volume mailers

It’s a web based program.

No software or downloads required.The tool creates unique Intelligent mail barcodes for address labels or mail pieces. Electronic postage statements are automatically created.

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IMsb Tool – Designed Specifically for Small-Volume Mailers

Class of Mail:

First-Class Mail

®

Standard Mail®Processing Category:

Cards

Letters

FlatsSize of Mailing:Maximum mailing size less than 10,000 pieces per mailing.Maximum yearly volume less than 250,000 pieces per permit.Addresses affixed to:Labels (1-inch, 1.33-inch, 2-inch)Envelopes (No. 6 ¾, No. 7, No. 10)Inserts placed in window envelopesMail Merge optionPermit Type: Permit ImprintPrecanceled StampsPostage Meter

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Mailing Made Easy for Small Business

Overview:

The Intelligent Mail

® for Small Business ToolBenefits

Using the IMsb ToolResources

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Customer Benefits

Using the IMsb tool is FREE!

The tool supports DSCF rates and all automation presort discounts.

Your annual presort fee will be

waived

if all mailings are submitted as Full Service!Address list is cleansed Validates addresses within the database are accurate. Reduces amount undeliverable mailAbility to remove duplicates from mailing list.5Slide6

Electronic Postage Statements

The IMsb Tool walks you through entering all information needed to create an electronic postage statement and qualification report!

All information sent to

PostalOne! electronically.

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Manage Mailing Activities online

You can manage your mailing activities, transactions, balance, and history anytime.

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7 access online!

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Mailing Made Easy for Small Business

Overview:

The Intelligent Mail

® for Small Business ToolBenefits Using

the IMsb ToolResources

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Access the IMsb Tool

No special software or installation is required to use the IMsb tool.

Access the application via a Web Browser

Log in through the IMsb link on the Business Customer Gateway® at

gateway.usps.com.The IMsb link is located on the mailing services page.

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Click to continue

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IMsb Job Creation

Step 2

-

Verify information and continue.

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Step 1- Create

a new job.Slide12

Step 3

-Service type ID (STID)

you

selects:Class of mailIM Service typeExtra service typeHow are you meeting move update!

IM tracingService typeAncillary Service Endorsement.

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Step 4

-Tell us about the mailpiece

Processing Category

Size of mailpieceThickness of 50 pieces stacked.Single piece weight in ounces.Date they plan on bringing in the mail.

Approx.. # of total pieces

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Step

5-

Additional Mailing options

and return address

Destination Entry Discounts-

DSCF or NoneMove Update source: The method used to meet the Move Update requirement?Rate type- Regular or Non Profit.It this a political mailing?Mailing contains windowed envelopes or windowed flats? Return address-optional use

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Step 6

-Review and Confirm

J

ob Selection.

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Click Accept and then OK in the pop up box to proceed.Slide16

Step 7

-

Upload address and view.

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The Address File Viewer lets you review your file to ensure it’s the correct file.

Uploads Address list/fileSlide17

Your Address Excel File

You maintain

address data base for mailings.

This data base may have to be formatted to be used in the IMsb tool.The file must be in one of the following file formats:

Microsoft Excel 2010 Microsoft Excel 2007Microsoft Excel 2003Comma Separated Value (CSV).

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Your address List/File Format

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Excel Address file

Columns

Row 1 is always the Header row

Header RowSlide19

Step 8

- Method of Entry

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The location is prepopulated by

permit finance number.

The field allows

you

to select other locations in anticipation of

“Mail anywhere”. Slide20

Results:

Processed- total address in list.

Exact Match- no correction was made to the address by the USPS Matched with changes- A correction was made to the address to make it correct.Matched to a building default- means its missing the apartment or suite #.Unmatched- Bad address according to USPS files

. (review if necessary)20

Step 9-

Address Correction Complete-click to continueSlide21

Duplication removal

Allows duplicates to be removed within a file.

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Step 10

-Unique Intelligent Mail Tray labels

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1.

1

2.Slide23

Step 10-

Tray labels (continued

)

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1

4.Best practice: Save the files and print after submission of job! We don’t want the system to time out!Slide24

Step – 11

Downloads

-generation of the addresses with the inclusion of the intelligent mail barcode for labels/envelope/inserts.

Three label sizes available for letters One label size for flats

Save corrected address lists or lists for mail merge option.

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Example of labels generated by tool.

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Step 12

-Postal Wizard Submission

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Clicking on

Continue

starts the electronic submission of the postage statement and qualification report. Slide27

Step 13

-Planned postage statement - review and

submit

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Mailer brings Mailing to Acceptance Unit

Print confirmation page

You are ready to bring the mailing to an acceptance unit.

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Insert bmeu ecanSlide29

Mailing Appears on Dashboard--UPD

Once you submit the postage statement, it will appear on your dashboard as UPD.

You

can cancel job from your Dashboard if BMEU has not touched the job.

Your dashboard mirrors USPS dashboardSlide30

Mailing Made Easy for Small Business

Overview:

The Intelligent Mail

® for Small Business ToolBenefits Using

the IMsb ToolResources

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Resources- Business you Gateway

®

Contact your local BMEU manager for additional information.

You can access the current IMsb user guide located on the left hand side in the blue bar on every screen throughout the tool.The guide can also be located on RIBBS. At Intelligent Mail Services/Guides & Specs/Intelligent Mail for Small Business Mailers User Guide (PDF).

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https://ribbs.usps.gov/index.cfm?page=intellmailguides