Send Letter

Print & Mail

Integrations

Salesforce Marketing Cloud

Marketing Cloud Journey

Configure letter settings in a Salesforce Marketing Cloud Journey, including design format and optional card insert options.

If you selected Letter as your Message Format, you’ll have the option to include a Card Insert. If you proceed without a card insert, you’ll only need to choose a Design Format for the letter.

PostGrid journey Step 2 Select Method screen with Letters selected as the message format and HTML, PDF, or Existing Template as design format options, and the Include Card Insert checkbox unchecked

However, if you opt to include a card, you’ll also need to select a Design Format for the card, as outlined below.

PostGrid journey Step 2 Select Method screen with Letters selected, the Include Card Insert checkbox checked, and additional options shown for card insert layout (Single-sided or Double-sided) and card insert design format (HTML, PDF, or Existing Template)

Message Setting

For letters, in addition to fill in the required fields like Description and Mailing Class, You can also configure additional options, including:

Extra Services (Registered, Certified, or Certified with Return Receipt)
Return Envelope and Envelope Type
Color Printing and Double-Sided options
Perforate First Page
Address Placement
Express Delivery

The Design Format is depend on how you selected that to be fill in which is listed below.

To personalize your letters using Merge Variables, ensure that each variable field is added to the PostGrid_Contact_Data Data Extension using the exact names used in your template. These values will be automatically populated in the final letter for each recipient.

HTML

Include an HTML Code for the letter.

HTML Letter and HTML Card Insert

In addition to the HTML Code for the letter, you may also need to provide a Card Front HTML Code, or both Card Front and Card Back HTML Codes, depending on your selected insert configuration, as shown below.

Letter with Single Sided Card Insert

PostGrid journey Step 3 Select Message screen for Letters with Card Insert - HTML (single-sided card), showing letter settings fields and HTML and Card Front HTML content tabs on the right

Letter with Double Sided Card Insert

PostGrid journey Step 3 Select Message screen for Letters with Card Insert - HTML (double-sided card), showing letter settings fields and HTML, Card Front HTML, and Card Back HTML content tabs on the right

HTML Letter and PDF Card Insert

In addition to the HTML Code for the letter, you may also need to provide a publicly accessible Card Insert PDF URL. If you are including a double-sided card insert, the PDF must contain two pages..

PostGrid journey Step 3 Select Message screen for Letters with Card Insert - HTML letter with PDF card, showing letter settings fields, a Card PDF URL input field, and the HTML content tab active on the right

HTML Letter and Existing Template for Card Insert

In addition to the HTML Code for the letter, you may also need to provide a Card Front Template, or both Card Front and Card Back Template, depending on your selected insert configuration, as shown below.

Letter with Single Sided Card Insert

PostGrid journey Step 3 Select Message screen for Letters with Card Insert - HTML letter with single-sided existing template card, showing letter settings fields, a Card Front Template search dropdown, and the HTML content tab active on the right

Letter with Double Sided Card Insert

PostGrid journey Step 3 Select Message screen for Letters with Card Insert - HTML letter with double-sided existing template card, showing letter settings fields, Card Front Template and Card Back Template search dropdowns, and the HTML content tab active on the right

PDF

Include an PDF URL for the letter which is publicly accessible.

🚧 Ensure that the dimensions of the PDF file match the letter Size; otherwise, an error message will be displayed on the next screen.

PostGrid journey Step 3 Select Message screen for Letters - PDF, showing fields for Description, Mailing Class, Extra Service, Return Envelope, Envelope Type, PDF URL, Color, Perforate First Page, Express Delivery, Double Sided, and Insert Blank Page for Address

PDF Letter and HTML Card Insert

In addition to the PDF URL for the letter, you may also need to provide a Card Front HTML Code, or both Card Front and Card Back HTML Codes, depending on your selected insert configuration, as shown below.

Letter with Single Sided Card Insert

PostGrid journey Step 3 Select Message screen for Letters with Card Insert - PDF letter with single-sided HTML card, showing letter settings fields including PDF URL, Card Size, and the Card Front HTML content tab on the right

Letter with Double Sided Card Insert

PostGrid journey Step 3 Select Message screen for Letters with Card Insert - PDF letter with double-sided HTML card, showing letter settings fields including PDF URL, Card Size, and Card Front HTML and Card Back HTML content tabs on the right

PDF Letter and PDF Card Insert

In addition to the PDF URL for the letter, you may also need to provide a publicly accessible Card Insert PDF URL. If you are including a double-sided card insert, the PDF must contain two pages.

PostGrid journey Step 3 Select Message screen for Letters with Card Insert - PDF letter with PDF card, showing letter settings fields including PDF URL, Card PDF URL, and Card Size

PDF Letter and Existing Template for Card Insert

In addition to the PDF URL for the letter, you may also need to provide a Card Front Template, or both Card Front and Card Back Template, depending on your selected insert configuration, as shown below.

Letter with Single Sided Card Insert

PostGrid journey Step 3 Select Message screen for Letters with Card Insert - PDF letter with single-sided existing template card, showing letter settings fields including PDF URL, Card Front Template search dropdown, and Card Size

Letter with Double Sided Card Insert

Existing Template

Include the Existing Template from PostGrid account for the letter.

Existing Template for Letter and HTML Card Insert

In addition to the existing template for the letter, you may also need to provide a Card Front HTML Code, or both Card Front and Card Back HTML Codes, depending on your selected insert configuration, as shown below.

Letter with Single Sided Card Insert

PostGrid journey Step 3 Select Message screen for Letters with Card Insert - Existing Template letter with single-sided HTML card, showing letter settings fields including Template search dropdown and the Card Front HTML content tab on the right

Letter with Double Sided Card Insert

PostGrid journey Step 3 Select Message screen for Letters with Card Insert - Existing Template letter with double-sided HTML card, showing letter settings fields including Template search dropdown and Card Front HTML and Card Back HTML content tabs on the right

Existing Template for Letter and PDF Card Insert

In addition to the existing template for the letter, you may also need to provide a publicly accessible Card Insert PDF URL. If you are including a double-sided card insert, the PDF must contain two pages

PostGrid journey Step 3 Select Message screen for Letters with Card Insert - Existing Template letter with PDF card, showing letter settings fields including Template search dropdown, Card PDF URL input, and Card Size

Existing Template for Letter and Existing Template for Card Insert

In addition to the existing template for the letter, you may also need to provide a Card Front Template, or both Card Front and Card Back Template, depending on your selected insert configuration, as shown below.

Letter with Single Sided Card Insert

PostGrid journey Step 3 Select Message screen for Letters with Card Insert - Existing Template letter with single-sided existing template card, showing letter settings fields including Template and Card Front Template search dropdowns, and Card Size

Letter with Double Sided Card Insert

PostGrid journey Step 3 Select Message screen for Letters with Card Insert - Existing Template letter with double-sided existing template card, showing letter settings fields including Template, Card Front Template, and Card Back Template search dropdowns, and Card Size

Contact Setting

In Step 4, map the Recipient Contact fields from your Salesforce Marketing Cloud Data Extension to the appropriate fields in PostGrid. This ensures your campaign is personalized with the correct recipient details.

For the Sender Contact, you can either select an existing contact or create a new one as needed. Once mapping is complete, click Next to proceed.

PostGrid journey Step 4 Select Contact screen showing Select Sender Contact with an existing contact dropdown open listing names, and Map Recipient Contact Fields with dropdowns mapped to First Name, Address Line 1, City, and State

PostGrid journey Step 4 Select Contact screen showing Select Sender Contact with Create New selected and blank input fields for First Name, Last Name, Company, Email Address, Address Line 1, Address Line 2, City, and State, alongside Map Recipient Contact Fields

Preview

In Step 5, you can see a test preview of your order. Click on the Show Preview button to preview the screen.

PostGrid journey Step 5 Preview screen showing a rendered letter preview with placeholder content, a return address block showing TEST_CONTACT3 and 20-20 BAY, and the Done button highlighted

Please note that the values shown in the preview are placeholder data and are for display purposes only. The final mailings will be populated with actual values from the contact records in your Data Extension.