The need
Looking up what was sent, and to whom.
DHN kept mailing records in spreadsheets, with addresses and label sheets in separate files. I built Mailgrid so staff could prepare mail and later look up what had been sent to each person.
What I built
Each recipient has their own history.
Each mailing has a record. If it goes to several recipients, each recipient has their own tracking number and status history. Staff can update the status and still see the earlier entries.
For repeat mailings, staff can use the shared address book and saved groups. They can print labels in batches and return to an earlier label sheet when they need to check it.
Mailgrid / Outgoing correspondence
Prepare and check the batch
Review recipients before printing labels
- LabelsPrint together
- Recipient recordsTracking number & status history
Staff update the mailing status and can choose email notices or a copy in Google Sheets.
Implementation
Reviewing mailings and keeping extra copies.
Batch review and notices
Staff can turn on address review for a batch and choose which mailings should send email notices. They update the tracking status themselves, with the history kept in the mailing record.
A copy in Google Sheets
Mailgrid can also copy the records to Google Sheets. If that connection stops working, staff can keep entering mail and the spreadsheet can catch up later.