What is EasyTrack?

EasyTrack is a service that creates graphical reports to provide actionable information about the delivery status of a mailing.  EasyTrack uses the USPS Confirm/IMb Tracing System functionality to display mailing information in the contexts of maps, charts, and reports.

When activated for a mailing, the EasyTrack service collects the raw scan data sent from USPS and generates mailing-level and piece-level reports. This allows you to more accurately predict a delivery timeline and expected response from a mailing. Standard Mail® and First-Class Mail® letters, flats and cards are supported.

Applying for the USPS Confirm/IMb Tracing System

EasyTrack collects scans of Intelligent Mail barcodes, which require a USPS-issued Mailer ID.  You may either use Satori Software's Mailer ID, or you may contact your Satori Account Representative if you would like to use your own Mailer ID for EasyTrack reporting.

Obtaining the EasyTrack add-in

To obtain the EasyTrack add-in contact your local reseller or contact Satori Sales at 1 -800-553-6477. 

Once you obtain a serial number for EasyTrack, enter the serial number via the MailRoom ToolKit installer for April 2012 or later, or via the EasyTrack Service Pack installer.

Mailing setup

To begin using EasyTrack in MailRoom ToolKit, open and begin your mailing as you normally would.  When you reach the Presort Wizard, follow these steps:

If you're not using the Presort Wizard, and would like to be able to add EasyTrack to an existing setup, you'll find the properties needed to incorporate EasyTrack into your solution within the Architect Guide and .NET Guide.

If you are using a Wizard to perform Presort:

Presort Wizard settings for EasyTrack

1. Open the Presort Wizard and from the Welcome screen, click Next.
2. If the Mailing Type screen appears, select Intelligent Mail. (This screen may not appear if you have previously selected the option to always use Intelligent Mail barcodes.)
   
   Note: Intelligent Mail barcodes are required for EasyTrack.
   
   
3. On the Sort Class and Piece Type screen, select the desired Class and Mail piece type. Any First-Class Mail^® or Standard Mail^® letters, flats, and cards can be sorted with EasyTrack. Click Next.
4. Continue preparing your mailing through the Presort Wizard, selecting the desired options, until you reach the Intelligent Mail Settings Screen.
5. On the Intelligent Mail Settings Screen, under Services, select EasyTrack.
   
   Note: the remaining sections of this screen will auto-populate with the necessary information and will become grayed out; EasyTrack settings are automatically applied.
   
   
6. Click the Advanced button if you want to send additional data files to the EasyTrack server for searching.
   
7. If this is the first time using Data Services, create a data services account using the Create Data Services Wizard.
8. Once the account is created you will receive an email sent to the email provided with your data services password.
9. Enter the password that Satori Software has provided to you. To save this for future uses of this wizard, select the Save password check box. Click Next.
   
10. Continue through the Presort Wizard and select the desired remaining options for your mailing.
11. Click Finish to process the mailing with Tracking enabled.

Viewing Your EasyTrack Reports

To access your EasyTrack  reports, you will sign in to the EasyTrack  reporting application online, by going to

http://easytrack.satorisoftware.com.

You will need to log in with the same username and password that you used to sign on to Satori Data Services in the Presort Wizard, this time entering them into the web portal login screen.

Once logged in to the EasyTrack site, you may obtain additional help by either accessing the User Guide (available via a link at the upper left of each main screen),or you may access contextual help wherever you see a small blue question-mark icon in the advanced reporting screens.

Have additional questions?

If you have additional questions, contact our Technical Support department by phone at (800) 357-3020 or by e-mail at support@satorisoftware.com.