Mailing Made Easy for Small Business

Mailing Made Easy for Small Business Intelligent Mail for Small Business (IMsb)

Intelligent Mail® for Small Business Tool • 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. The IMsb tool is a new, free online tool specifically designed for small-volume mailers

IMsb Tool – Designed Specifically for Small-Volume Mailers

Mailing Made Easy for Small Business • Overview: The Intelligent Mail® for Small Business Tool • Benefits • Using the IMsb Tool • Resources

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 mail • Ability to remove duplicates from mailing list.

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.

Manage Mailing Activities online You can manage your mailing activities, transactions, balance, and history anytime. 24 /7 access online!

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.

Click to continue

IMsb Job Creation Step 2- Verify information and continue. • Step1- Createa new job.

Step 3-Service type ID (STID) • you selects: • Class of mail • IM Service type • Extra service type • How are you meeting move update! • IM tracing • Service type • Ancillary Service Endorsement.

Step 4-Tell us about the mailpiece • Processing Category • Size of mailpiece • Thickness of 50 pieces stacked. • Single piece weight in ounces. • Date they plan on bringing in the mail. • Approx.. # of total pieces

Step 5- Additional Mailing options and return address • Destination Entry Discounts- DSCF or None • Move 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

Step 6-Review and Confirm Job Selection. Click Accept and then OK in the pop up box to proceed.

Step 7- Upload address and view. Uploads Address list/file The Address File Viewer lets you review your file to ensure it’s the correct file.

YourAddress 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 2007 • Microsoft Excel 2003 • Comma Separated Value (CSV).

Your address List/File Format Excel Address file Columns Header Row Row 1 is always the Header row

Step 8- Method of Entry • The location is prepopulated by permit finance number. • The field allows you to select other locations in anticipation of “Mail anywhere”.

Step 9- Address Correction Complete-click to continue • 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) • Results:

Duplication removal Allows duplicates to be removed within a file.

Step 10-Unique Intelligent Mail Tray labels 11. 12.

Step 10- Tray labels (continued ) 14. Best practice: Save the files and print after submission of job! We don’t want the system to time out!

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.

Example of labels generated by tool.

Step 12-Postal Wizard Submission Clicking on Continue starts the electronic submission of the postage statement and qualification report.

Step 13-Planned postage statement - review and submit

Mailer brings Mailing to Acceptance Unit • Print confirmation page • You are ready to bring the mailing to an acceptance unit. • Insert bmeu ecan

Mailing Appears on Dashboard--UPD Once you submit the postage statement, it will appear on your dashboard as UPD. You can cancel job from yourDashboard if BMEU has not touched the job. Your dashboard mirrors USPS dashboard

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

Mailing Made Easy for Small Business