Quick Print Studio

Go to Saved Automations (left navigation bar)

Click on Create a New Automation (top right)

Click Create A New Automation button at the bottom of the page

1. Note: Always leave your automation in paused status until it has been built out and recipients added, double check your work

Click Add Your First Shipment (Use the Plus button for subsequent shipments to add)

Click Add an item (this is important to add the item first to save the name and parameters properly)

You can select a Gift or toggle to Saved Projects at the top to select a card or project you have been working on

If you desire more than one item in this shipment, repeat steps 7 and 8

Title the Shipment (default is 'new shipment' - best practices name the shipment based on the project going out)

Select the Specific Event Date (day you want it triggered we recommend 7-10 days prior to the actual event)

1. Note: The year does NOT matter, the event is triggered based on month and day - however if you want to confirm the day of the week that you are sending, be sure to move forward on the calendar to correct year.

Click Save Shipment (this brings you back to page with all the shipments)

Note: whatever is in a shipment goes in one package if there are multiple items, and can potentially increase shipping and handling. With multiple postcards be sure they are in separate shipments.

Repeat steps 6-12 for any additional shipments to be added 

1. Note: you are not limited to number of shipments

Then click Manage Recipients at the top of the Shipments page (You can also access "manage recipients" from the Saved Automations page by clicking Launch)

Click on Enroll Group or Mailing List (left side)

1. Note: You can use the Enroll a contact but it is faster to add large quantities by adding a group a mailing list. Enroll a contact is best used when you want to add yourself or a one-off contact - still generally best to add contacts to the group you are enrolling in this automation for efficiency.

Click on Enroll this Group / Mailing List next to the one you want to enroll

This will take you back to the Manage Recipient area.

If you want to enroll another group repeat steps 17 and 18

Once the group(s) is/are enrolled successfully - click Manage Shipments at the top of the page

If you wish, contact Help Chat (blue bubble in the lower right corner) to check the automation before moving to step 25

1. From Shipments page: Click Manage Recipients again, and at the top black button "Activate Automation"
2. Or from All Automations page, click Launch followed by Activate Automation

1. Go to Saved Automations (left navigation bar)
2. Click on Create a New Automation (top right)
3. Name Automation
4. Select EVENT Date Automation
5. Click Create A New Automation button at the bottom of the page
 1. Note: Always leave your automation in paused status until it has been built out and recipients added, double check your work 
6. Click Add Your First Shipment (Use the Plus button for subsequent shipments to add)
7. Click Add an item (this is important to add the item first to save the name and parameters properly)
8. You can select a Gift or toggle to Saved Projects at the top to select a card or project you have been working on
9. If you desire more than one item in this shipment, repeat steps 7 and 8
10. Title the Shipment (default is 'new shipment' - best practices name the shipment based on the project going out)
11. Select the Specific Event Date (day you want it triggered we recommend 7-10 days prior to the actual event)
 1. Note: The year does NOT matter, the event is triggered based on month and day - however if you want to confirm the day of the week that you are sending, be sure to move forward on the calendar to correct year.
12. Click Save Shipment (this brings you back to page with all the shipments)
13. Note: whatever is in a shipment goes in one package if there are multiple items, and can potentially increase shipping and handling. With multiple postcards be sure they are in separate shipments.
14. Repeat steps 6-12 for any additional shipments to be added 
 1. Note: you are not limited to number of shipments
15. Click Save Changes 
16. Then click Manage Recipients at the top of the Shipments page (You can also access "manage recipients" from the Saved Automations page by clicking Launch)
17. Click on Enroll Group or Mailing List (left side)
 1. Note: You can use the Enroll a contact but it is faster to add large quantities by adding a group a mailing list. Enroll a contact is best used when you want to add yourself or a one-off contact - still generally best to add contacts to the group you are enrolling in this automation for efficiency. 
18. Click on Enroll this Group / Mailing List next to the one you want to enroll
19. This will take you back to the Manage Recipient area.
20. If you want to enroll another group repeat steps 17 and 18
21. Once the group(s) is/are enrolled successfully - click Manage Shipments at the top of the page
22. You will be back in the shipment area.
23. Check all the details
24. If you wish, contact Help Chat (blue bubble in the lower right corner) to check the automation before moving to step 25
25. Activate Automation 
 1. From Shipments page: Click Manage Recipients again, and at the top black button "Activate Automation"
 2. Or from All Automations page, click Launch followed by Activate Automation
26. You're done!