How to order on Lucidpress

HOW TO USE & ORDER ON LUCIDPRESS So, you have just finished designing your postcard. It is time to order it out. If you need to get approval, send the pdf you just downloaded to the agent. To do that you want to click the download button next to the share button.

It will bring you to a new page which will ask you what format you would like to download the preview as.

It may default to PDF, which is fine. Once you select the format you like, just click next and then download on the next page. You do not need to check the document, so it is easier to select “Don’t Use Smart Print Checks”. Once you download the preview, you can send that file off for review.

Once you have received approval and are ready to order the postcards, go back to the respective project. Click “Order Prints” in the upper right-hand corner of the screen.

You will then be asked how you would like to order your print. Because this is a postcard, there are two main choices for how postcards will be ordered. The first is the one labeled Postcard.

You should select this if you would like to have the postcards delivered to your office and you or the agent will be sending them out.

The other way to order postcards is via Direct Mailer.

This means that LucidPress will send the postcards out directly to a list of addresses that you provide. We will now go through the steps of both ordering postcards to the office and direct mailers.

You can scroll or use each of the quick links below to jump to the respective pages:

(1) Scroll down to page 4 or CLICK HERE (ctrl+click the link) to go to the How To to order regular Postcards.

(2) Scroll down to page 14 or CLICK HERE (ctrl+click the link) to go to the How To to order Direct Mailers.

(3) Scroll down to page 22 or CLICK HERE (ctrl+click the link) to go to the How To to order postcards for multiple offices.

HOW TO USE ORDER A POSTCARD To order the postcards that will go to office, select postcard in the order selection screen.

It will then begin to walk you through your order. The first important thing is how many postcards you are ordering.

They come in packs of 25 so 1 pack is 25 cards. If you need 50 postcards, then you will want to order 2 packs. You cannot order 60 postcards; you will need to order three packs (a total of 75 cards). Once you update your pack amount, you will want to click next.

Lucidpress will then suggest for you to check the document. You can check the document or not.

If you do not use smart print checks, it will have you skip right to Review the PDF Proof. If you check the document, you will just keep clicking next. You will see two errors pop up. The first regards Resolution.

If this gives you a red box like this, you will still want to click to continue anyway. Then click next. It will then run a color check and get an error. This is completely normal and there are no actual color issues.

You will want to select continue anyway and then review PDF Proof. It will then take a moment as it generates the PDF.

It will then tell you it is ready. Click “Add to Cart” and the PDF will download to your computer for review and will also add the final product to your cart.

Once you click “Add to Cart” a new page will pop up in your web browser. This is your cart. It will contain all orders you have added to your cart to order.

Review the information. If you put in two packs but suddenly need three, you can update it. If it looks good, then click the blue Next button on either the top or bottom. It will bring you to the Shipping & Delivery Page. Unless you have set an address as your default address, it will not automatically fill in the information, you will need to do this.

To click to determine where to ship it to, click “Add Address” and it will generate a pop up. Fill in the appropriate information.

It is very important that you fill out the appropriate information for the office. A phone number is required for contact, so I would suggest using the office number, even for direct mailers. This is so if there happens to be any issues, there is a number to contact.

If you will be ordering to that exact address quite often, you can set it as default. You will want to set a nickname. You can set it to your name and your office address and the office phone number and set the nickname to your “Cheshire Office” or “Southington Office”. Once you fill out the info, click “save” and it will add the details to your order.

Review the address and make sure it is correct. If it is, the next thing you will want to do is calculate shipping costs.

You will now see a handful of shipping methods, their costs, and how long it will take to arrive at the office.

Unless you need to do a rush order, select UPS Ground for shipping. It will update shipping and delivery in the order summary on the right-hand side. Once you select the choice in shipping method, scroll down and click next.

If you have ordered previously, it will most likely have saved your previous method of payment. If that is the case, then you can just hit the blue Next button. If you have not ordered previously, you will want to enter a payment type. You will want to change the payment information.

Click Change payment Information and input the information for the card that you will be using to pay with. Click save so it stores it and then click Next. It will then have you review your entire order.

If it looks correct, click order. Congrats! You have ordered the postcards.

HOW TO ORDER A DIRECT MAILER So, you have just finished designing your postcard and you want to send a direct mailer. Select Direct Mailer as the one you want to order.

The first thing you will want to do is decide how you want to determine the addresses. You have two options. Upload a CSV file of addresses or do an address search. You will usually upload a CSV file. To use an address search, you must be ordering at least 100 postcards. This will only cover uploading and ordering from a CSV file.

To upload a CSV file, you should ensure that the top row is labeled as it is below so that you can match them properly.

A CSV file is CSV (Comma delimited) (*.csv) file. To upload it click the Upload.CSV file, find where you saved the file, click the file you want to upload, and then open.

The next step is to make sure that the labels match. What LucidPress will do is pull a row of data and display it.

Once you have them properly matched, you will want to ensure that the total prints are the number of addresses you provided on the CSV file. LucidPress will automatically detect how many addresses you had attached to the CSV, but you will still want to ensure that number is correct.

If it is correct, then you will hit next. It will now have you go through the same checks you would if you were doing a mailer sent to the office.

If you do not use smart print checks, it will have you skip right to Review the PDF Proof. If you check the document, you will just click next. The first page that appears will show the safe area and bleed area.

The postcards are already designed to fit in the safe area, so click next. It will ensure that nothing is blocking the postage area. Click next.

You will experience the same two errors that you would if you were doing a mailer to the office.

The first is regarding the image Resolution.

If this gives you a red box like this, you will still want to click to continue anyway. Then click next. It will then run a color check and get an error. This is completely normal and there are no actual color issues.

You will want to select continue anyway and then review PDF Proof. It will then take a moment as it generates the PDF. If a PDF does not automatically download, check your pop-up blocker.

It will then tell you it is ready. Click “Add to Cart”. If your pop-up blocker blocked the automatic download, you can click the download here link and it will download.

Once you click “Add to Cart” a new page will pop up in your web browser. This is your cart. It will contain all orders you have added to your cart to order.

Review the information and make sure it is correct. If it looks good, then click the blue Next button on either the top or bottom. It will bring you to the Shipping & Delivery Page. Unlike when sending to the office, you do not need to touch the Send To field. When you uploaded the CSV file, it has already determined where it will go. When you look at the Send To section, it will display the name of the CSV file you uploaded. All Direct Mailers go out USPS, so you do not need to worry about shipping method.

You are good to just click next.

If you have ordered previously, it will most likely have saved your previous method of payment. If that is the case, then you can just hit the blue Next button. If you have not ordered previously, you will want to enter a payment type. You will want to change the payment information.

Click Change payment Information and input the information for the card that you will be using to pay with. Click save so it stores it and then click Next. It will then have you review your entire order.

If it looks correct, click order. Congrats! You have ordered the postcards.

HOW TO USE SHIP TO MULTIPLE ADDRESSES So, you have just finished creating postcards that need to go to the offices. You were working on postcards for multiple offices. Instead of ordering them individually, you can order them all together in one shipment! That will save you time. To begin, you will want to add all your postcards to your cart. For each of the postcards you have made, you will want to follow the following steps. Click to order and select postcard.

It will then begin to walk you through your order. The first important thing is how many postcards you are ordering.

They come in packs of 25 so 1 pack is 25 cards. If you need 50 postcards, then you will want to order 2 packs. You cannot order 60 postcards; you will need to order three packs (a total of 75 cards). Once you update your pack amount, you will want to click next.

Lucidpress will then suggest for you to check the document. You can check the document or not.

If you do not use smart print checks, it will have you skip right to Review the PDF Proof. If you check the document, you will just keep clicking next. You will see two errors pop up. The first regards Resolution.

If this gives you a red box like this, you will still want to click to continue anyway. Then click next. It will then run a color check and get an error. This is completely normal and there are no actual color issues.

You will want to select continue anyway and then review PDF Proof. It will then take a moment as it generates the PDF.

It will then tell you it is ready. Click “Add to Cart” and the PDF will download to your computer for review and will also add the final product to your cart.

Once you click “Add to Cart” a new page will pop up in your web browser. This is your cart. It will contain all orders you have added to your cart to order. It is important that you do NOT begin your order until you have followed the above steps for all the postcards. Once you have done your final postcard, it should show all postcards in your cart.

Once you have everything added to your cart, review that the quantity is correct. If it is, click next. Now is there you will be inputting addresses. If you are ordering multiple style cards for one agent, you can use Ship To One Address.

It will pull up a single address form for you to fill out. All fields are required except for Apt Suite Building (Optional).

You can then select your shipping method. Then you will hit next.

As this section is intended for, you are shipping to multiple address. You will see on the original shipping and deliver page that next to each order, it has a button to add an address.

If you have a default address, it will auto populate that in. You can either click “Add Address” or “Edit” to change the information for who it is sending to. Whether that be changing the agent’s name for that address or changing out the entire information.

Once you have input all the addresses you are shipping to, you will want to calculate shipping costs. Pick the shipping and then hit next.

If you have ordered previously, it will most likely have saved your previous method of payment. If that is the case, then you can just hit the blue Next button. If you have not ordered previously, you will want to enter a payment type. You will want to change the payment information.

Click Change payment Information and input the information for the card that you will be using to pay with. Click save so it stores it and then click Next. It will then have you review your entire order.

If it looks correct, click order. Congrats! You have ordered the postcards.