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Client Store Checklist

To help plan the creation of your store, use this checklist as your guide. We understand you may not have all the answers for each question at this time, but this will prepare you for all of the pieces before creation.  Your Account Manager will provide recommendations, guidance and help answer questions to make the most of your store!

Quoting Questions:
Store Building Questions - Optional to fill out at this time but will need before store creation

Postage Permits

We are happy to mail using a client’s USPS non-profit number. Here are a few best practices for this to go smoothly. Let our team know up front on the project so we can make sure to get the information we need right away. 

While our mail house does prefer to use their permit number for the mailing, we can use the client’s permit, If using their permit number, ensure there is enough postage to cover the mailing.

The information we need to in order to use a client’s nonprofit number includes the following:

Formatting the Mailing List

Our account team will advise on specific requirements for your project’s mailing list.  We generally recommend these best practices to format the mailing list: