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Send Mail Wizard Walkthrough

What it is​

The Send Mail Wizard is the primary design and send interface in the thanks.io dashboard. It walks you through choosing your format, selecting designs, composing your message, adding recipients, picking postage, and reviewing the proof before placing the order.

Step 1 - Open the Send Mail Wizard​

Click New Send from the dashboard home, or select Send Mail from the main navigation.

Step 2 - Choose your mailer type​

Select the physical format you want to send:

  • Postcard - 4×6, 6×9, or 6×11
  • Letter - windowed or windowless
  • Notecard
  • Gift Card
  • MagnaCard

Step 3 - Select an Image Template​

At this step you can only select from templates that already exist or upload a static image. Your options are:

  • Gallery - browse pre-built templates and your saved designs.
  • Upload - upload your own static artwork as a one-off image.

Dynamic templates built with the thanks.io Studio editor or Canva must be created as Image Templates beforehand — they are not created during this step. Once saved as a template they will appear in the Gallery above.

Step 4 - Select a Message Template​

The Message Template controls the handwritten-style text on your mail.

Select an existing Message Template from your saved templates, or set your message and QR code on the fly without selecting a template. If you select an existing template, you can still edit the copy before sending — the changes apply to this send only and do not modify the saved template.

  • Choose a handwriting style and optionally enable AI Fonts with Realism Mode.
  • Configure a QR code URL if needed.
  • Use replacement variables like %FIRST_NAME% and %YOUR_COMPANY% to personalize each piece.

Step 5 - Add recipients​

Choose how to specify who receives this send:

  • Add manually - enter a single recipient's name and address directly.
  • Upload CSV - upload a spreadsheet of recipients.
  • Choose from mailing list - select one or more saved Mailing Lists.

All addresses go through Duplicate Prevention (36-hour window) automatically.

Step 6 - Review the proof​

Before placing the order, check the print-ready proof:

  • Front design looks correct
  • Message text renders as expected
  • Replacement variables resolve correctly (no raw %FIRST_NAME% in the preview)

If anything looks wrong, go back and edit before confirming.

Step 7 - Confirm and place the order​

  1. Review the order summary: recipient count, mailer type, and total cost.
  2. Click Place Order to submit.

Your order enters the processing queue. Orders move to print quickly — cancellation is only possible within one hour of placing the order.

Limits & gotchas​

  • Cancellation is only available within one hour of placing the order.