10 Steps to Setting Up Direct Mail

Young man getting mail from mailboxAutomate as much as possible.

By Jassen Bowman
Tax Resolution Systems

Use the following checklist to set up your direct mail system. This checklist is based on using Click2Mail.com, the USPS contractor for online printing and postage.

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Become familiar with using the system if you choose to use it, as it can have a steep learning curve for some folks. It is not the most intuitive website to use, and the user interface definitely leaves something to be desired. Fortunately, the printing and postage options are so inexpensive that they make up for this deficiency.