Recommended Postcard Presets

Presets in The Edge allow you to save filters and settings for future use.  For the Auto Postcard function, they are particularly helpful because they allow you define mailing parameters for repeated use.  For example, if you want to send postcards to men with anniversaries in the next month, you can set those filters and save them.   We recommend weekly female birthday, weekly male birthday, weekly anniversary, weekly “Thank You,” weekly service reminders.  Therefore, when you are done setting the filter, select Presets to save the settings.

Using the filtering steps described in the section entitled Scheduling Postcards, the following table outlines the settings for each of the recommended presets.