Tips for successful Mail management

Modified on Wed, 22 Oct at 1:48 PM

  • Review the Undeliverable tab after each bill run and follow up promptly

  • Ensure Contacts are accurate and aligned with your billing system

  • Use the Archive when investigating customer queries

  • Coordinate with your mailhouse to ensure correct file structure and metadata formatting

  • Test new templates or batch uploads using your test environment before live runs

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