Navigating the Dashboard

The Open Letter Connect dashboard is your central hub for managing mailers, templates, billing, and integrations. This guide walks you through each key section so you can confidently explore and operate your account.

Dashboard Overview

When you log in to Open Letter Connect, you'll land on your Dashboard Home:

Key Sections:

Section	What You Can Do
Wallet Balance	View available funds and access billing & transaction history.
Recent Mailers	See your latest mailer activity with status updates.
Templates	Access and manage your mailer templates.
Orders	View mailer orders and their statuses (On Hold, Scheduled, etc.).
Integrations	Connect CRM tools like Zapier, GoHighLevel, Shopify, or webhooks.
Settings	Manage API keys, account details, and notification preferences.

💡 Pro Tip: Bookmark the dashboard for quick access: app.openletterconnect.com

Wallet Section

1. Go to Accounts

2. Click Wallet in the left navigation bar.

3. View:

   • Current balance

   • Add funds button

   

Templates Section

1. Click Templates in the top navigation.

2. See all your existing templates, or click “Create” to start a new one.

3. Use filters to sort templates by type (e.g., Letter, Postcard).

🧠 Tip: Draft templates in Test Mode first to preview output.

Orders Section

1. Click Orders to view mailer batches.

2. Sort and filter by Order Reference Number or status (e.g., Processing, Scheduled, Mailed).

3. Click into an order to view its details, status, and proofs.

Order Statuses:

• Scheduled: Approved and queued for production.

• Processing: Actively printing and preparing.

• Mailed: Dispatched to USPS.

• Cancelled: Order has been cancelled