Log in to the optilyz Platform and create a new automated mailing.
Login > Automations > New Automation
After entering the name and the country, the "Postage Preferences" follow.
1. Choose your minimum volume
The minimum volume is the most important requirement to trigger an automated mailing. By default, this is set to 500 recipients. You can also select 5,000 or define your own minimum volume that is no less than 500 recipients.
Once the minimum volume of the automated mailing is reached, the mailing is triggered and the printing process begins. You can find out how long your mailing will take to print here.
2. Configuring the trigger
After you have selected the minimum volume, you can choose on which days the automated mailing is triggered.
By default, the mailing will be triggered on the next possible working day as soon as the minimum volume is reached.
In addition, you can select whether the mailing is triggered on the following options:
- specific working days,
- weekly,
- on even or odd calendar weeks,
- or on specific calendar days
2.1 Triggering the automated mailing on specific working days
Click on the drop-down menu and select "every week". You can now select one or more working days.
After you have made your selection, please save your configuration. The green tick must appear. If you do not save your selection, the system automatically jumps to the last selection.
If you have not yet made a selection, the default option is used, i.e. the automated mailing is triggered weekly on working days as soon as the minimum volume is reached.
2.2 Trigger the automated mailing every 2 weeks on specific working days
Click on the drop-down menu and select "every two weeks". Select on which working days and whether it is triggered on even or odd calendar weeks.
After you have made your selection, please save your configuration. The green tick must appear. If you do not save your selection, the system automatically jumps to the last selection.
If you have not yet made a selection, the default option is used, i.e. the automated mailing is triggered weekly on working days as soon as the minimum volume is reached.
2.3 Triggering the automated mailing on specific calendar days
Click on the drop-down menu and select "specific days of the month". You can now select the specific calendar days.
Please note: If the calendar day is a public holiday, Saturday or Sunday, the automated mailing will be triggered on the next working day.
After you have made your selection, please save your configuration. The green tick must appear. If you do not save your selection, the system automatically jumps to the last selection.
If you have not yet made a selection, the default option is used, i.e. the automated mailing is triggered weekly on working days as soon as the minimum volume is reached.
After you have completed the configuration to trigger the automated mailing, you can proceed to the next step.