Creating a Hybrid Mail Batch
Create a Hybrid Mail Batch:
1. Navigate to Smart Batch Studio and click on “New Batch” in the top-right corner.
2. Select “Hybrid Mail Batch” from the available options.
3. The Hybrid Mail Batch Creation modal will open.
4. Enter a Job Name for your batch.
5. Choose the Split Criteria, which determines how the uploaded document is divided into individual letters:
Address – Splits the document based on each unique address identified.
Page Count – Splits the document after a defined number of pages.
Example:
If you upload a 600-page document containing 200 customer letters (each 3 pages):Selecting Address → Each unique address creates one letter.Selecting Page Count = 3 → Every 3 pages are grouped as one letter.
6. Upload your document and click “Proceed.”
7. The file will be sent for backend processing, and a batch will be created in Smart Batch Studio.
8. Once splitting is complete, the job status will update and become available for processing.
9. Click “Continue Processing” to open the Hybrid Mail Workspace.
Processing a Hybrid Mail Job
Within the Hybrid Mail Workspace, you can configure and refine your letters using the following options:
Envelope Type
Choose from C5, C4, or DL. The address positioning adjusts dynamically based on the selected envelope type.
Choose from C5, C4, or DL. The address positioning adjusts dynamically based on the selected envelope type.
Delivery Class
Select the delivery priority: First Class or Standard Class.
Select the delivery priority: First Class or Standard Class.
Stationery
Attach predefined letterheads to your documents.
These can be created in Reusable Sections within Perfect Doc Studio and tagged as “Stationery” to appear here.
Attach predefined letterheads to your documents.
These can be created in Reusable Sections within Perfect Doc Studio and tagged as “Stationery” to appear here.
Inserts
Add additional content such as promotional flyers or marketing materials.
You can either upload new inserts or select from previously uploaded ones.
Add additional content such as promotional flyers or marketing materials.
You can either upload new inserts or select from previously uploaded ones.
Shift Content
Adjust the document layout if the content overlaps with the address area.
This option allows you to shift content downward for proper alignment.
Adjust the document layout if the content overlaps with the address area.
This option allows you to shift content downward for proper alignment.
Preview
View a real-time representation of how each customer’s letter will appear upon delivery.
View a real-time representation of how each customer’s letter will appear upon delivery.
Search
Quickly locate specific customer letters within the batch using name or address.
To learn more about processing options and workflows in Hybrid Mail Batch, click HERE.
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