Setting Up Your Account

Setting Up Your Account

Getting started with Open Letter Connect (OLC) is quick and easy. This guide walks you through creating your account, completing your profile, setting up billing, and preparing your account for your first mail campaign.

Step-by-Step: Creating Your OLC Account

1. Go to app.openletterconnect.com

2. Click “Sign Up” in the top-right corner.

3. Fill in the following details:

   • Name

   • Email address (use your business email for best tracking)

   • Industry

   • CRM you use

   • Role

   • Password

4. Agree to the Terms of Service and click “Create Account.”

5. Check your inbox for a verification email and click the confirmation link.

💡 Tip: Use a team-shared inbox (like [e-mail]) if multiple people will access the account.

Completing Your Profile

After logging in:

1. Click your profile icon (top-right corner) and select Account Settings.

   
2. Add or update:

   • Company name

   • Phone number

   • Default sender address (used for letters & postcards)

   • Preferred timezone (for scheduling accuracy)

   

Why This Matters: Your default sender address ensures compliance with mailing standards and improves deliverability.

Setting Up Billing

To add funds for live mailers:

1. Go to Wallet in the top navigation.

2. Click “Add Funds” and select your payment method:

   • Credit/Debit Card

3. Enter the desired amount and confirm.

   
4. Your wallet balance will update immediately.

💡 Pro Tip: Start with a small balance while testing, then top up for larger campaigns.

For detailed billing instructions, see: Wallet & Billing Guide.