Mail Entry & Payment Technologies Mailing Made Easy for Small Business Intelligent Mail for Small Business (IMsb) Mail Entry & Payment Technologies Intelligent Mail® for Small Business Tool The IMsb tool is a new, free online tool specifically designed for small-volume mailers 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. 2 Mail Entry & Payment Technologies IMsb Tool – Designed Specifically for SmallVolume Mailers Class of Mail: Processing Category: Size of Mailing: Addresses affixed to: Permit Type: 3 First-Class Mail® Standard Mail® Cards Letters Flats Maximum mailing size less than 10,000 pieces per mailing. Maximum yearly volume less than 250,000 pieces per permit. Labels (1-inch, 1.33-inch, 2-inch) Envelopes (No. 6 ¾, No. 7, No. 10) Inserts placed in window envelopes Mail Merge option Permit Imprint Precanceled Stamps Postage Meter Mail Entry & Payment Technologies Mailing Made Easy for Small Business Overview: The Intelligent Mail® for Small Business Tool Benefits Using the IMsb Tool Resources 4 Mail Entry & Payment Technologies 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. 5 Mail Entry & Payment Technologies Electronic Postage Statements 6 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. Mail Entry & Payment Technologies Manage Mailing Activities online You can manage your mailing activities, transactions, balance, and history anytime. 24 / 7 access online! 7 Mail Entry & Payment Technologies Mailing Made Easy for Small Business Overview: The Intelligent Mail® for Small Business Tool Benefits Using the IMsb Tool Resources 8 Mail Entry & Payment Technologies 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. 9 The IMsb link is located on the mailing services page. Mail Entry & Payment Technologies Click to continue 10 Mail Entry & Payment Technologies IMsb Job Creation Step 1- Create a Step 2- Verify new job. information and continue. 11 Mail Entry & Payment Technologies Step 3-Service type ID (STID) you selects: Class of mail IM Service type Extra service type 12 How are you meeting move update! IM tracing Service type Ancillary Service Endorsement. Mail Entry & Payment Technologies 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 13 Mail Entry & Payment Technologies Step 5- Additional Mailing options and return address Destination Entry DiscountsDSCF 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 14 Mail Entry & Payment Technologies Step 6-Review and Confirm Job Selection. 15 Click Accept and then OK in the pop up box to proceed. Mail Entry & Payment Technologies 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. 16 Mail Entry & Payment Technologies Your Address 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). 17 Mail Entry & Payment Technologies Your address List/File Format Excel Address file Header Row Row 1 is always the Header row 18 C o l u m n s Mail Entry & Payment Technologies 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”. 19 Mail Entry & Payment Technologies Step 9- Address Correction Complete-click to continue Results: 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 defaultmeans its missing the apartment or suite #. Unmatched- Bad address according to USPS files. (review if necessary) 20 Mail Entry & Payment Technologies Duplication removal Allows duplicates to be removed within a file. 21 Mail Entry & Payment Technologies Step 10-Unique Intelligent Mail Tray labels 1 1 . Recommended quantity of tray/sacks needed for mailing Edit labeloptional Create label Save file for later printing of labels! 22 1 2 . Mail Entry & Payment Technologies Step 10- Tray labels (continued ) 1 4 . 23 Best practice: Save the files and print after submission of job! We don’t want the system to time out! Mail Entry & Payment Technologies 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. 24 Mail Entry & Payment Technologies Example of labels generated by tool. 25 Mail Entry & Payment Technologies Step 12-Postal Wizard Submission 26 Clicking on Continue starts the electronic submission of the postage statement and qualification report. Mail Entry & Payment Technologies Step 13-Planned postage statement - review and submit 27 Mail Entry & Payment Technologies Mailer brings Mailing to Acceptance Unit Print confirmation page You are ready to bring the mailing to an acceptance unit. 28 Insert bmeu ecan Mail Entry & Payment Technologies Mailing Appears on Dashboard--UPD Once you submit the postage statement, it will appear on your dashboard as UPD. You can cancel job from your Dashboard if BMEU has not touched the job. Your dashboard mirrors USPS dashboard Mail Entry & Payment Technologies Mailing Made Easy for Small Business Overview: The Intelligent Mail® for Small Business Tool Benefits Using the IMsb Tool Resources 30 Mail Entry & Payment Technologies Resources- Business you Gateway ® 31 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
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