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