Pos-i-Lube: Reminder Cards

Owned by Jan Dennis
Jun 29, 2022
4 min read

Getting Started

To print reminder cards, go to the Home tab on the main menu and select Reminder Cards.

Before you begin configuring Reminder Cards however, you will need to follow a few simple steps:

  1. Purchase a set of reminder card paper for your HP LaserJet printer. These forms can be ordered from
    Computer Forms Inc. at 1-800-547-8027.

  2. Know which zip codes you would like to send reminders to. Come up with a low zip code (i.e. 12001)
    and a high one (i.e. 12099) that you would like to include in your mailings.

  3. Once you've come up with your range of zip codes, contact Auto Data to have them set up
    a zip code database.

  4. Once Auto Data technical support has setup the zip codes for you, you can do an Auto Update
    to receive them and edit your zip code list, if necessary.

  5. You're ready to begin configuring your reminder cards by going to Reminder Cards Setup.

 

Printing Samples

If you would like to see what your cards will look like once they are printed, you can select Print Samples on the reminder cards menu. This will show you the exact placement of data on the cards.



Editing Zip Codes

To ensure that you send reminder cards to all customers in your area only, you must view and edit your zip code list. The zip code list should contain all the zip codes in your area.


Once you've obtained your zip code list from Auto Data you can add, remove and edit zip codes in the list using the buttons on the Edit Zip Code page.

• Add Button: Allows you to add zip codes to your list.
• Print Button: Will print your zip code list.
• Change Button: Allows you to change the details of a particular zip code.
• Delete Button: Deletes a zip code from your list.


Reminder Card Setup

You can decide which customers should receive a reminder card. To configure your reminder card program, from the Reminder Cards tab, click on Reminder Card Setup.

Once you are in Reminder Card Setup, click on the radio button next to the line that you want to change.
Click Go Back when you are done, and your settings will be saved.


Reminder Intervals – You can choose at which intervals customers should receive reminder cards.

Direct Output To:

• Laser Printer - Will print cards directly to your printer.
• Reminder File - Will print a list of customers that are due for a reminder card to a REMINDER.CSV file located in a REMINDERS folder on your root drive.
• No Printer - No File – This option will select the customers who are due for a reminder card AND have an email address on file and will put them into an EMAIL.CSV file located in a REMINDERS folder on your root drive. Note: Make sure you select EMAIL FILE checkbox!

Second Reminder Option – You can select to send a second reminder if a customer has not returned in a
specified number of days.

Custom Message – You can add a custom message for your customers.

Add to Name – Option to add “or Current Resident” to address. This will prevent having reminder cards
returned to you if your customer has moved.

Printer Delay – Will bypass the 8 second printing delay needed for older printers.

 

Reminder Cards: Printing

Once you have edited your zip code list and setup you Reminder Card parameters, you are ready to print your reminder cards.

From the Reminder Card tab, click Print Reminder Cards.


Select the appropriate store number. If you only have one store, your store number will most likely be 0001. Click OK to continue.

Click Yes if your reminder cards are loaded in the printer. At this point, your cards will begin printing. If you need to pause the printing, you can click Go Back. If you would like to stop the printing, click Yes at the prompt.

When the reminder cards are done printing, you will get a message saying the process is complete.