If you use or are planning to use Every Door Direct Mail for
marketing, you need to read this.
The USPS recently made substantial changes to the Every Door
Direct Mail website.
I process Every Door Direct Mail campaigns on a daily basis
and struggled to output the correct paperwork as a result of these changes.

In fact, if you are a professional bulk mailer or have an
active bulk mail permit with the USPS, the changes for you are the most complex,
and you'll need to skip to the bottom of this post to view the only viable
work-around that I've found for Every Door Direct Mail Retail for permit
holders.
What's changed?
Essentially the entire navigation of the site has changed when you log in. In
the old system, when you logged in, you saw the image below.

While the new portal looks like this.

In the old system you first had to identify if you planned
to do "EDDM Retail" or "EDDM BMEU." If you're not sure
which applies to you, the vast majority of you reading this would normally
select "EDDM Retail."
What's confusing about the new EDDM portal is that you're
brought directly to a screen the forces you to start by selecting your geography
first without selecting EDDM Retail/EDDM Retail. If you are a permit holder,
the system defaults to "EDDM BMEU" and as the EDDM website is
currently set up, it's impossible to change it to “EDDM Retail.”
Certain clients I work with want to exclude businesses and target residential addresses only. I
struggled with how to do this on the new site until I noticed the "mailing
options" button directly under and to the right of "Select Deliveries"
title. By clicking "mailing options" you can specify if you want to send
your mail to "Business & Residential" or "Residential
Only."
To add to the confusion, selection of your target geography
is completely different. In the previous system there were 4 distinct tabs at
the top: By City, By County, By Zip Code, By Location. Directly below is a screen
shot of the old version with the tabs across the top.
The new version has no tabs (and no instructions).You can
still search by City, Zip code or by using a specific address, but as best I
can tell, you can no longer search by county.

After you select your geography, the next step is to pick
your expected delivery date to the USPS. I suppose if the actual date that you
drop off your EDDM differs from the date that you entered on the EDDM website,
you could just cross out the date and initial it; however, there's no guarantee
that your post office will accept paperwork like this.
It then makes you select your company name from a dropdown.
This is puzzling to me since at this point, you've got to be logged in and it
already has your company information.
Before you can complete your transaction, you’ll need to be
sure to check the legal disclaimer box that says “I understand and agree to the
terms and conditions.”
At the EDDM Retail check out, you are given the option to
"Pay At The Post Office" or "Pay Online."
If you opt to "Pay At The Post Office" you'll get
a screen that looks like what you see directly below.

This screen contains links to the paperwork that you'll need
to print and bring with you to the specified post office. It includes PS Form
3587-B which is your 2-page "Mailing Statement." Your Mailing
Statement will be prepopulated with your CRID # and the name and address of
your business info. This page also contains a link to a Facing Slip that you’ll
need to copy and insert between every 100 mail pieces.
If you close out of your EDDM paperwork too quickly, don't
worry because you also receive an email confirmation with a link to print the
same forms if needed.
If instead you click on "Pay Online" you will be
brought to the screen below.

You will have to prepopulate your credit card info in order
for everything to work correctly. Your credit card will not be charged unless you click the blue "checkout"
button. You can always click "clear shopping cart" if you want to
cancel the entire transaction. I tested this, and it works fine.
If you have an active
bulk mail permit then you need to continue reading. As the EDDM site is
currently configured, you will be unable to process an EDDM retail campaign if
there is a bulk mail permit tied to your CRID number. There is simply no option
for "EDDM Retail" offered to you.
The two workarounds for you as a permit holder are: #1) Have
your client sign up for their own CRID # and use their CRID # and information
to process the EDDM Retail Campaign. This is problematic because you most
likely won’t have their password and login information. #2) Sign up as a
different business entity through the USPS Business Customer Gateway. If you
have a DBA name, perhaps you can sign up for a second USPS ID using the name of
your corporate entity or vice versa. This second ID will be uncoupled from your
business permit and will enable to you process EDDM Retail mailings.
Here's a link to sign up at the USPS Business Customer
Gateway or, if you’re completely new to Every Door Direct Mail, here’s a link
to my tutorial for signing up the first time.
Searching for your
target area: The map feature seems to be improved in this newer version. If
you input a zip code or specific address and hover over the individual carrier
routes, the map will highlight the location of the corresponding carrier route.
The maps now list a few neighborhood names which helps from an orientation point
of view, but it still appears as if the majority of neighborhoods are unlabeled
on the USPS maps on the EDDM site.
As a bulk mail professional, and a proponent of Every Door
Direct Mail, I'm certainly disappointed with the inability for permit holders
to select EDDM Retail when logged in and I hope that this is eventually
changed.
For anyone without
a bulk mail permit, I suspect that once you get oriented with the new
navigation, you’ll find that this new site is probably more convenient because
of the improved map feature.
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like to contribute to the conversation or point out anything that I may have
overlooked.