Tutorial Video

Watch the video above to see "How to Get Started" with the SimpleCertifiedMail.com service. For more detailed info, read the video transcript below.

Time stamps are in [Minutes:Seconds]. Length of video is 7 minutes, 51 seconds.

[00:05] Voice over
Welcome to SimpleCertifiedMail.com. This video tutorial will show you how to sign up for the service, how to set up your account, and how to order your initial supply of window envelopes and labels. To sign up, go to SimpleCertifiedMail.com and click the sign up button in the upper right hand corner. On the signup page you'll see there are six easy steps - all together they take less than 10 minutes.

[00:32] Voice over
The first step is to validate your email address with us. Enter the email address you'd like to link to your account then click "validate". Within a few seconds you'll receive an email with an authorization code. Enter the code and click "continue" to move to step two.

[00:49] Voice over
Step two is where you choose a username, password and client code. The username and password are specific to each person in your organization using the service. The client code is a master
account name for your organization that enables multiple users to share a single account. It's a good idea to keep a record of your username, password, and client code. When done click "continue".

[01:15] Voice over
Step three helps to secure your account. enter the information requested and click "continue". On step four you'll enter your organizations address. The United States Postal Service requires your business address just as they do for users of postage meters. when finished click "continue".

[01:34] Voice over
Step five is where you choose how to pay for your postage and fees. The options are direct from a bank account via ACH, credit card, or a debit card. Most clients use a bank account for payments because it avoids the extra fee we must charge in order to cover credit card and debit card processor fees. We detail those fees in a forthcoming section of this video. Enter your bank account credit card or debit card information. Click "continue" to move to the final step.

[02:05] Voice over
Step six, the final step, is where you can review and change any of the information you entered. If it all looks good, please review the terms and conditions and if you agree check the box and click the blue "submit" button. The sign up process is now complete.

[02:21] Voice over
The final screen displays a welcome message along with your account information. It's a good idea to jot this information down for future reference. In addition, you'll receive a welcome email that contains instructions on how to log into your account.

[02:40] Voice over
In this chapter, we'll show you how to add funds to your account to pay for postage and fees. But before we proceed let's review how payments work. Paying for the SimpleCertifiedMail.com
service is like using a postage meter. Before using the service, you fund your account to cover your anticipated mailing expenses for the first month or two, in what we call the standard
balance. As you use the service, your balance is reduced to cover Postage and fees. When your balance declines to 25% of the initial amount, the system automatically refills your account to the standard balance and sends a confirmation email to the designated email address.

[03:21] Voice over
Most clients fund their accounts directly from bank accounts via ACH. Credit and debit cards are also accepted but a 2.9% processor fee is levied on most cards. There's a 4% fee when using American Express. Your deposits are held in a separate trust account at BBNT bank and they are covered by a Fidelity Bond. At any time you can view your account online change your method of payment and adjust your standard balance based on usage. In addition all balances can be returned at your request.

[03:56] Voice over
SimpleCertifiedMail.com does not retain any banking credit card or debit card information in our system. For identification, the payment manager reflects only a few numbers from your checking or card accounts. All account routing and card numbers are immediately transmitted to our service provider, Forte Payment Systems. Forte returns a secure encrypted token that is used to process all transactions.

[04:25] Voice over
Finally if you plan to use the service across several offices that will be funded from separate bank accounts, please contact SimpleCertifiedMail.com Client Services as we can help
you with this more detailed setup.

[04:38] Voice over
Okay let's get started. log into your account. The first time you sign in, your balance will be zero. enter the standard balance you'd like to keep in your account. Typically the amount reflects how much you plan on spending each month. In this example let's use $100. You'll notice that the refill point and refill amount are automatically calculated based on the amount you enter. When the account reaches 25% of the standard balance or $25, the account will be automatically refilled to the standard balance of $100. Enter the number you'd like and if you agree with the number shown, check the box and click "save". You'll receive an email each time your standard account balance is automatically updated. Rest assured that you can change your standard account balance at any time.

[05:29] Voice over
The next step is optional. Click "actions" and select "edit name and email". By default, as the person who set up the account you will receive a monthly statement of service. If you would like someone else in your organization to also receive a monthly statement of service or to be contacted if there is ever an issue with the account, you can enter their email address here. You can leave this field blank if you don't need anyone else in your organization to receive a monthly statement of service. When complete, the payments manager screen will display the name, account number, email, and current balance for each bank or card account you've set up.

[06:12] Voice over
The last step in the signup process is to order Certified Mail window envelopes or labels. Envelopes are provided at no extra charge and they're available in number 10, 6"x9" and 9"x12" sizes.

Certified Mail labels are also available in packs of 200 for additional charge. Select the quantity of each window envelope you'd like to order. If you need a different quantity than listed, enter it in the special request field. Finally to complete your order confirm your address information and click the "submit" button. You'll receive an email that confirms your order.

[06:49] Voice over
That's it. Your account is now set up. You can begin using your account within two to three business days. This gives us time to deliver your window envelopes and or labels and set up your
account. Whether you're using a bank account, credit, or debit card. Thank you for choosing SimpleCertifiedMail.com. If you have any questions, please reach out via our website or give us a call at 888-462-1750 extension 1. The information in this video is also available in the account administrators manual located on our website at www.simplecertifiedmail.com/manuals/