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Not sure which approach to use? This guide will help you pick the right workflow for your needs.

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Quick Decision Flowchart

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Scenario 1: Simple Single Letter

You want to: Send a single letter with simple content Best approach: HTML + One Recipient

Quickstart: HTML + One Recipient

Create a letter using HTML or plain text and send it to one recipient
 Why this approach:
  • ✅ Fastest way to get started
  • ✅ No need to design PDFs
  • ✅ Use HTML for formatting
  • ✅ Perfect for transactional mail
Example use cases:
  • Welcome letters
  • Account notifications
  • Payment reminders
  • Contract copies

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Scenario 2: PDF with Pre-Inserted Addresses

You have: A PDF (or multiple PDFs) where you’ve already inserted the addresses Best approach: PDF + Split

Quickstart: PDF + Split

Upload a PDF containing one or more letters with addresses already in place
 Why this approach:
  • ✅ Full control over design
  • ✅ Use your existing tools (Word, InDesign, etc.)
  • ✅ Addresses already positioned
  • ✅ Can split one PDF into multiple letters automatically
Example use cases:
  • Marketing campaigns designed in-house
  • Legal documents with specific formatting
  • Branded communications
  • Certificates or awards
Splitting options:
  • Split by phrase (e.g., “Dear” at the start of each letter)
  • Split by page count (e.g., every 2 pages = 1 letter)
  • Single letter (no splitting needed)

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Scenario 3: Bulk Mailing with Personalisation

You want to: Send to many recipients with personalised content Best approach: Mailing List + Template

Quickstart: Mailing List + Template

Store recipients in a mailing list and use templates for personalisation
 Why this approach:
  • ✅ Send to hundreds or thousands at once
  • ✅ Personalise each letter with recipient data
  • ✅ Reuse recipient lists for future campaigns
  • ✅ One API call sends to everyone
Example use cases:
  • Marketing campaigns
  • Customer newsletters
  • Event invitations
  • Account statements
Personalisation example: 
Dear {salutation} {last_name},

Your account balance is {balance}.
Login at {login_url} to view details.

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Scenario 4: PDF Without Addresses (Coversheet)

You have: A PDF without addresses, need to add them dynamically Best approach: Coversheet (PDF + Address)

Tutorial: Coversheet (PDF + Address)

Upload a PDF and we’ll add a coversheet with the address
 Why this approach:
  • ✅ Design content without worrying about address placement
  • ✅ We handle address printing automatically
  • ✅ Works great with generated reports or documents
  • ✅ Address printed on separate sheet or same page
Example use cases:
  • Invoice mailings
  • Report distributions
  • Generated documents (e.g., from your system)
  • Statements

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Advanced Features

Once you’ve chosen your basic approach, consider these enhancements:

Backgrounds & Letterheads

Add your company branding automatically

Extra Documents

Include T&Cs, brochures, or forms

Postage & Scheduling

Choose delivery speed and schedule sends

Address Window Positioning

Fine-tune address placement

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Feature Comparison

FeatureHTML + RecipientPDF + SplitMailing ListCoversheet
Design ControlMedium (HTML)Full (PDF)Medium (Template)Full (PDF)
Bulk SendingManual loopSingle file✅ One callManual loop
PersonalisationManualManual✅ Built-inManual
Address HandlingYou provideIn PDFIn listYou provide
Setup Time⚡ FastestFastMediumFast
Best ForSimple/TransactionalDesigned campaignsBulk personalisedGenerated docs

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