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Print & Mail

The purpose of the Print & Mail object is to control the creation and delivery of physical mails. There are three Record Types (RT) on it representing Lob's mail types:
Record Types are used because different fields are required for each Mail type.
Read more about the individual required fields for Checks, Letters, and Postcards

Create P&M

For specific mail creation requirements check out our Check, Letter, and Postcard documentations.

P&M Address Management

Mail creation involves two addresses: sender's and recipient's addresses. Sender address is represented with the Address (From) block including Line 1 (From), Line 2 (From), City (From), State (From), Country (From), and Postal Code (From) fields. Recipient address is represented with the Address (To) block including Line 1 (To), Line 2 (To), City (To), State (To), Country (To), Postal Code (To) fields.
There are more ways to add addresses and populate address blocks on each check, letter, and postcard record.
  • Direct entry Use each Address (From) and/or Address (To) block fields and enter values into them.
  • Using Address object's record
    Use out of the box Address object's records to auto populate Address (From) and/or Address (To) blocks. Select related Address record in Address (From) field and/or Address (To) field.
  • Using Address Source fields
    Two picklists, Address Source (From) and Address Source (To), are provided that include values from related records and metadata.
    • Select related record's address block By default, P&M object is related to Contacts and Accounts. Contact has Contact (Mailing) and Contact (Other) address blocks. Account has Account (Shipping) and Account (Billing) blocks. Available address blocks are listed in the source picklists. When an address block is selected in the source picklists, related record from the lookup fields (e.g.: Account/Contact) should be selected as well. For example, If Address Source (To) picklist equals Contact (Mailing) and Contact record is selected on a P&M record, then Address (To) block fields get populated from the Contact record’s mailing address block and used for the process call.
    • Select metadata Most frequently used addresses can be saved as default addresses in Print & Mail Settings. These default addresses appear as values in the source picklists. When a default address is selected in the source picklists then Address (From) and Address (To) block fields get populated from the default address and they are used for the process call.

P&M Content

Each mail type has their own content fields but the ways to add them to P&M records are the same and described below.
See Check, Letter, and Postcard documentations for their specific content descriptions.

Remote URL

Use URL as source of P&M content. Postcards and Checks accept URL of an HTML, PDF, PNG, or JPG file.Letters accept URL of an HTML or PDF file.
  • Copy your URL
  • Create a new Print & Mail record and select desired record type
  • Fill in required fields
  • Insert URL into the specific content field(s)
  • Save record

Salesforce File Record ID

Use Salesforce's File object as source of P&M content. Upload and store your files on the object and copy its Record ID into P&M content fields.
  • Navigate to Files
  • Upload a file or more files from your computer
  • Select View File Details action next to the uploaded file(s)
  • Copy Salesforce File Record ID(s)
  • Create a new Print & Mail record and select desired record type
  • Fill in required fields
  • Insert Salesforce File Record ID(s) to the specific content field(s)
  • Save record

Templates

Instead of having to pass a long HTML string on each record, create and save commonly used HTML postcard, letter and check templates within Lob and sync them into your Salesforce to more easily manage mail creation.
See our Templates documentation for more details

Insert Template ID

Use template IDs available in your Lob dashboard or Print & Mail Settings if they are synced with Lob.
  • Copy your Template ID
  • Create a new Print & Mail record and select desired record type
  • Fill in required fields
  • Insert Template ID into the specific content field(s)
  • Save record

Use Template picklists

There are two template picklists for Checks and Postcards (Template and Template2) and one template picklist for Letters (Template). Synced templates available in Print & Mail Settings can be selected in these picklists instead of using the general content field(s)
  • Create and sync your templates
  • Create a new Print & Mail record and select desired record type
  • Fill in required fields
  • Select template(s) from the picklist(s)
  • Save record