1. Mail Entry & Payment Technologies Mailing Made Easy for Small Business Intelligent Mail for Small Business (IMsb)

2. Mail Entry & Payment Technologies Intelligent Mail ® for Small Business Tool TThe IMsb tool is a new, free online tool specifically designed for small-volume mailers  It’s a web based program. No software or downloads required.  The tool creates unique Intelligent mail barcodes for address labels or mail pieces.  Electronic postage statements are automatically created. 2

3. Mail Entry & Payment Technologies IMsb Tool – Designed Specifically for Small- Volume Mailers Class of Mail:  First-Class Mail ®  Standard Mail ® Processing Category:  Cards  Letters  Flats Size of Mailing:  Maximum mailing size less than 10,000 pieces per mailing.  Maximum yearly volume less than 250,000 pieces per permit. Addresses affixed to:  Labels (1-inch, 1.33-inch, 2-inch)  Envelopes (No. 6 ¾, No. 7, No. 10)  Inserts placed in window envelopes  Mail Merge option Permit Type:  Permit Imprint  Precanceled Stamps  Postage Meter 3

4. Mail Entry & Payment Technologies Mailing Made Easy for Small Business  Overview: The Intelligent Mail ® for Small Business Tool  Benefits  Using the IMsb Tool  Resources 4

5. Mail Entry & Payment Technologies Customer Benefits UUsing the IMsb tool is FREE! TThe tool supports DSCF rates and all automation presort discounts. YYour annual presort fee will be waived if all mailings are submitted as Full Service! AAddress list is cleansed VValidates addresses within the database are accurate. RReduces amount undeliverable mail AAbility to remove duplicates from mailing list. 5

6. Mail Entry & Payment Technologies Electronic Postage Statements  The IMsb Tool walks you through entering all information needed to create an electronic postage statement and qualification report!  All information sent to PostalOne! electronically. 6

7. Mail Entry & Payment Technologies Manage Mailing Activities online You can manage your mailing activities, transactions, balance, and history anytime. 24 / 7 access online! 7

8. Mail Entry & Payment Technologies Mailing Made Easy for Small Business  Overview: The Intelligent Mail ® for Small Business Tool  Benefits  Using the IMsb Tool  Resources 8

9. Mail Entry & Payment Technologies Access the IMsb Tool  No special software or installation is required to use the IMsb tool.  Access the application via a Web Browser  Log in through the IMsb link on the Business Customer Gateway ® at gateway.usps.com. The IMsb link is located on the mailing services page. 9

10. Mail Entry & Payment Technologies Click to continue 10

11. Mail Entry & Payment Technologies IMsb Job Creation Step 2 - Verify information and continue. 11 Step 1- Create a new job.

12. Mail Entry & Payment Technologies Step 3-Service type ID (STID)  you selects: Class of mail IM Service type Extra service type  How are you meeting move update! IM tracing Service type Ancillary Service Endorsement. 12

13. Mail Entry & Payment Technologies Step 4-Tell us about the mailpiece  Processing Category  Size of mailpiece  Thickness of 50 pieces stacked.  Single piece weight in ounces.  Date they plan on bringing in the mail.  Approx.. # of total pieces 13

14. Mail Entry & Payment Technologies Step 5- Additional Mailing options and return address  Destination Entry Discounts- DSCF or None  Move Update source: The method used to meet the Move Update requirement?  Rate type- Regular or Non Profit.  It this a political mailing?  Mailing contains windowed envelopes or windowed flats?  Return address- optional use 14

15. Mail Entry & Payment Technologies Step 6-Review and Confirm Job Selection. 15 Click Accept and then OK in the pop up box to proceed.

16. Mail Entry & Payment Technologies Step 7- Upload address and view. 16 The Address File Viewer lets you review your file to ensure it’s the correct file. Uploads Address list/file

17. Mail Entry & Payment Technologies Your Address Excel File  You maintain address data base for mailings.  This data base may have to be formatted to be used in the IMsb tool.  The file must be in one of the following file formats:  Microsoft Excel 2010  Microsoft Excel 2007  Microsoft Excel 2003  Comma Separated Value (CSV). 17

18. Mail Entry & Payment Technologies Your address List/File Format 18 Excel Address file Row 1 is always the Header row Header Row

19. Mail Entry & Payment Technologies Step 8- Method of Entry 19 The location is prepopulated by permit finance number. The field allows you to select other locations in anticipation of “Mail anywhere”.

20. Mail Entry & Payment Technologies  Results:  Processed- total address in list.  Exact Match- no correction was made to the address by the USPS  Matched with changes- A correction was made to the address to make it correct.  Matched to a building default- means its missing the apartment or suite #.  Unmatched- Bad address according to USPS files. (review if necessary) 20 Step 9- Address Correction Complete-click to continue

21. Mail Entry & Payment Technologies Duplication removal Allows duplicates to be removed within a file. 21

22. Mail Entry & Payment Technologies Step 10-Unique Intelligent Mail Tray labels 22 11.11. Recommended quantity of tray/sacks needed for mailing Edit label- optional Create label Save file for later printing of labels! 12.12.

23. Mail Entry & Payment Technologies Step 10- Tray labels (continued ) 23 14.14. Best practice: Save the files and print after submission of job! We don’t want the system to time out!

24. Mail Entry & Payment Technologies Step – 11 Downloads-generation of the addresses with the inclusion of the intelligent mail barcode for labels/envelope/inserts.  Three label sizes available for letters  One label size for flats  Save corrected address lists or lists for mail merge option. 24

25. Mail Entry & Payment Technologies Example of labels generated by tool. 25

26. Mail Entry & Payment Technologies Step 12-Postal Wizard Submission 26 Clicking on Continue starts the electronic submission of the postage statement and qualification report.

27. Mail Entry & Payment Technologies Step 13-Planned postage statement - review and submit 27

28. Mail Entry & Payment Technologies Mailer brings Mailing to Acceptance Unit  Print confirmation page  You are ready to bring the mailing to an acceptance unit. 28  Insert bmeu ecan

29. Mail Entry & Payment Technologies Mailing Appears on Dashboard--UPD  Once you submit the postage statement, it will appear on your dashboard as UPD.  You can cancel job from your Dashboard if BMEU has not touched the job. Your dashboard mirrors USPS dashboard

30. Mail Entry & Payment Technologies Mailing Made Easy for Small Business  Overview: The Intelligent Mail ® for Small Business Tool  Benefits  Using the IMsb Tool  Resources 30

31. Mail Entry & Payment Technologies Resources- Business you Gateway ®  Contact your local BMEU manager for additional information.  You can access the current IMsb user guide located on the left hand side in the blue bar on every screen throughout the tool.  The guide can also be located on RIBBS. At Intelligent Mail Services/Guides & Specs/Intelligent Mail for Small Business Mailers User Guide (PDF). 31 https://ribbs.usps.gov/index.cfm?page=intellmailguides