How do I invite my existing mailbox customers?
The Invite Customers feature lets you offer PostScan Mail's digital mail services to the physical mailbox customers you already serve. You upload a list of your customers, and PostScan Mail emails each of them an invitation. Customers decide for themselves whether to sign up.
How it benefits your store
- Earn 75% of PostScan Mail fees from customers who sign up through your invitations.
- Keep 100% of your mailbox rental fees. Digital services are billed separately through PostScan Mail.
- Nothing changes at your counter for customers who don't sign up. Their physical mailbox works exactly as it does today.
Step 1: Open Invite Customers
Log in to PSM Operator, click Customers in the top menu, then click Invite Customers.
Step 2: Download the template
In the Invite Customers window, click Download Template.
Fill in one row per customer. The template includes these columns:
- First Name (required)
- Last Name (required)
- Email (required, must be a valid email and unique for each customer)
- Phone (required)
- Mailbox Number (optional, assigned automatically if left blank)
- Business Name (optional, sets the account up as a business account)
- Billing Frequency (optional, Monthly or Annual)
- Plan Type (optional, Starter, Standard or Premium)
Only include customers who rent a mailbox at your location and whose email address you have on file.
Step 3: Upload the completed file
Drag and drop your completed file into the upload area, or click Browse File to select it. CSV and Excel (.xlsx, .xls) files are supported.
Once the file is uploaded, PostScan Mail sends the invitations for you. Rows with missing or invalid information are skipped, and you'll see a summary of how many invitations were sent and which rows need to be fixed.
What happens next
- Each customer on your list receives an email invitation from PostScan Mail to add digital mail at your location.
- Customers who are interested sign up online and choose a plan. They go through the same signup and USPS Form 1583 process as any new PostScan Mail customer. If you already have a completed 1583 on file for a customer, you can upload it to their customer profile to maintain compliance.
- Once their account is active, the customer appears on your Customers page, and their incoming mail is handled in PSM Operator like any other PostScan Mail customer.
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Customers who don't sign up keep their physical mailbox as usual. No action is needed from you.
Pricing
Customers who sign up choose a PostScan Mail plan (Starter, Standard or Premium). Standard plan pricing is listed on our pricing page. Pricing at your location may vary based on your store's preferences and settings in PSM Operator. For more about pricing at your location, see How do I change pricing?
Storage fees: Standard PostScan Mail mail and package storage fees apply by default to customers who sign up through your invitations. To request changes to storage fees for your location, contact us at operator@postscanmail.com.
Request fees such as Open and Scan are listed in Do we charge for requests?
Handling requests at your counter
Once a customer is active, they can request services from their online account. You'll process these the same way as for any PostScan Mail customer:
- What are the different types of customer requests?
- How do I process an open and scan request?
- How do I process a shred request?
- How do I process a pickup request?
- How do I process an approve forms request?
Questions?
Email us at operator@postscanmail.com or call (800) 624-5131.