Drop a file or add one recipient. Everything is cleaned and checked against the direct mail QA rules — and you can edit any cell before it goes anywhere.
Using one of your own note versions? Attach the Word or PDF that holds the copy, or paste it below. We read it, match each version to the rows using it, and flag anything a letter-only recipient shouldn’t receive — copy mentioning the tea, socks or a gift in the box. The house versions (US & CAN Version A, Letter Version A) don’t need this.
Looks every row missing an email up against Salesforce. Nothing is written until you accept it — you’ll see what it found and on what evidence first. Matches on name + company are safe; name only means the submitted company didn’t agree with Salesforce, so those are worth a glance.
Most rows that don’t make a send fail for one of a handful of reasons. Worth a skim before you upload. Download the full QA brief — it’s written to hand straight to Claude: “clean this list using these rules”.
Coupa Support, Dell TechnologiesSchannen Specialist, Theresa FellowBrooke S. — can’t be verified06902 into 6902 and 48226 into 48226.0. Format the column as text.A1A 1A1n/a cleared from line 2 so it doesn’t print on the labelFl expanded to Florida mid-address-L variant