"Quick-Start" Checklist for the Store

(Hand this to any PostalMate location; the whole setup takes 15 minutes and requires zero code changes.)

1
Prep
5 min

1. Locate credentials

  • Innbocks subdomain email address you received during signup, e.g. yoursubdomain@innbocks.com

2. Close any in-progress PostalMate shipments before editing settings.

2
Turn on Package-Receiving e-mails in PostalMate
4 min

1. Open Tools → PostalMate Settings → Email Notifications

2. On the Shipment tab tick Enabled and enter your SMTP credentials → Test → make sure " Message sent" pops up.

3. Switch to the Package Receiving tab and tick Enabled.

3
Add the drop-box copy
1 min

1. Still on Package Receiving, tick Copy e-mails to store.

2. Paste your Innbocks address in Store copy address.

3. Check Attach scan image so photos travel with the notice.

4
Insert the mailbox token
2 min

1. In the Subject field type (or edit) →

mathematica
PM Scan — Box [Mailbox_Number] — [First_Name] [Last_Name] [Email]

2. Use the Insert field ▼ dropdown to select the exact tokens for Mailbox Number (PMB), First Name, Last Name, and Email.

3. Click OK → Close to save.

5
Export your mailbox roster & upload to Innbocks
3 min

1. Close PostalMate, then launch PM Utilities → File → Export → Customer data...

2. Check Mailbox Number (PMB), Primary Name, Email, Telephone/Cell → Export as CSV.

3. Log in to Innbocks → Settings → Mailboxes → Import → upload the CSV → map columns → Import.

6
Verify
≤2 min

1. Scan any envelope into a test mailbox.

2. Wait up to 60 seconds.

3. In Innbocks, confirm the piece appears under that mailbox with the image attached.

Done. Live from now on.