PSEngine and Stannp integration works hand in hand, to make mail flow between planning and property opportunities as smooth as possible. 


However you will want to preview your campaigns with sample data, so that when you come to send mail out to opportunities you aren't weighed down with back and forth testing. 


So to preview your Stannp templates, merged with sample test fields you will need to first have completed a few prerequisites. 



Once you have completed those prerequisites, we can now move on to navigating to letter config. To find letter config:


On any of the pages, navigate to the config bar at the top of PS Engine and click on letter config



Once you are on the letter config page you will be faced with what looks like a rather daunting page, but don't be put off. The left hand side of the screen is reference material, these are the "wildcards" you use when designing your Stannp or LetterBot templates. You can see all the "wildcards" and what each one links to. 



So for example, if you wanted PS Engine to automatically populate your Stannp letters with your business details; you would write the following on your Stannp template for example:



To test your Stannp templates, the process is as follows:


Create your Stannp template and find it in PSEngine - as detailed in the help article Stannp Direct Mail Integration

Once you can do that, on the letter config page you will need to find the Template drop-down and Test Preview in the top right corner.



This area is broken down into the Template drop down and the Test Preview button. Now the template preview will allow you to view any template you have created in Stannp. If your new template does not appear, try closing the letter config and re-opening. If it has not pulled through, you will need to check your progress in Stannp. PSEngine will only pull through campaigns that have completed the design phase


From the drop-down box, select the campaign you wish to use, and then simply click test preview. This will, as described, load a test preview of your Stannp design. Take a moment to examine that all the fields you already have data for (such as your company details) are pre-filled. To change these you will need to change your Personal config (wiki article coming soon, contact support in the meantime for help with this).




If all your data or data "wildcard" names have pulled through, then the template is set up and ready to be used. 

For the first few mail outs after running through this test preview, we highly recommend using the test preview inside the mail screen to ensure that all your data is where it should be.


The central column allows us to set some more default configurations. The covered areas are:

  • Percentage below offer - when we send a mail-out, the percentage below offer is subtracted from the listed price of the property when mailing out.
  • Referral price -  if the referral wildcard is used, you can set the referral amount here.
  • Letter title plus first and last names - These will be used whenever the home owners title, first and last names are unavailable.