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      How to Use the Send a Letter Action in Make.com with Stannp

      This guide will help you set up the Send a Letter action using Stannp's API through Make.com.

      Prerequisites

      1. Stannp API Key: You need to have your Stannp API key ready. You can find it in your Stannp account under Account Settings > API Keys.
      2. Make.com Account: You should have an active Make.com account and be familiar with creating and running scenarios.
      3. Recipient Data: Ensure that you have the necessary recipient information available in your Make.com scenario, either from your CRM or other sources.

      Step-by-Step Guide

      Step 1: Set Up a Scenario in Make.com

      1. Log in to your Make.com account.
      2. Go to Scenarios and click on Create a new scenario.
      3. Select a trigger for your workflow. For example:
        • A new order in your e-commerce store.
        • A form submission with recipient data.

      Step 2: Add the Stannp Module

      1. Click the + icon to add a new module to your scenario.
      2. In the search bar, type Stannp and select the Stannp module.
      3. Choose the Send a letter action.

      Step 3: Connect Your Stannp Account

      1. If you haven't already connected your Stannp account to Make.com, click Add under the Connection section and enter your Stannp API key.
      2. Once connected, select your Stannp connection for this scenario.

      Step 4: Configure the Send a Letter Action

      Once the Send a letter action is added, you'll need to configure the parameters for the request. The required fields are Recipient and either Template ID or a PDF/DOC file.

      Required Parameters:

      1. Recipient:
        Map the recipient data from your previous scenario steps. The recipient object should include:

        • title
        • firstname
        • lastname
        • address1
        • address2 (optional)
        • city
        • postcode
        • country

        You can use dynamic data from previous modules. For example, the recipient's first name could be mapped to {{FirstName}}.

      2. Template or File:

        • If you are using a Stannp template, specify the template ID.
        • If uploading a file, provide the URL or upload the PDF/DOC file directly.

      Optional Parameters:

      1. test (boolean):
        Set this to true to generate a sample PDF without sending the letter. Set to false to send the letter for real.

      2. duplex (boolean):
        Set to true for double-sided printing, or false for single-sided printing. Default is true.

      3. clearzone (boolean):
        Set to true to ensure that the letter has a clear zone overlay for machine readability. Default is true.

      4. tags (string):
        Use tags to easily categorize the letter for reporting. Example: "invoice, priority".

      5. addons (string):
        Specify additional services like FIRST_CLASS postage.

      6. post_unverified (boolean):
        If set to false, the letter will not be sent if the recipient's address cannot be verified.

      Step 5: Test the Scenario

      1. After configuring the module, click Run Once to test the scenario.
      2. Verify that all fields are mapped correctly and that the data flows properly from your trigger to the Stannp module.
      3. Check your Stannp dashboard to ensure the letter was processed.

      Step 6: Activate the Scenario

      1. Once your test is successful, click Activate to set the scenario live.
      2. The workflow will now automatically trigger based on the conditions you’ve set up.

      Example JSON Body (Sent to Stannp API)

      Here’s an example of the data that Make.com sends to Stannp when you configure the Send a letter action.

      {
      "test": false,
      "recipient": {
      "title": "Mr.",
      "firstname": "{{FirstName}}",
      "lastname": "{{LastName}}",
      "address1": "{{AddressLine1}}",
      "address2": "{{AddressLine2}}",
      "city": "{{City}}",
      "postcode": "{{Postcode}}",
      "country": "{{Country}}"
      },
      "template": 12345,
      "tags": "invoice, priority",
      "addons": "FIRST_CLASS",
      "duplex": true,
      "clearzone": true,
      "post_unverified": false
      }

      In this example:

      • Dynamic placeholders like {{FirstName}} are replaced with actual data from previous steps in your scenario.
      • The test parameter is set to false, meaning the letter will be sent.
      • A template ID (12345) is specified to use a pre-configured template for the letter.

      Additional Notes:

      • Dynamic Data: Use the dynamic data from your previous scenario modules (like customer names or addresses) by selecting the corresponding fields from the dropdown in Make.com.
      • Error Handling: You can add error handling in your scenario by using error routes in Make.com to manage potential failures or issues in the API call.

      By following these steps, you can automate sending letters directly from Stannp using Make.com based on your business processes.