How to Send Your First Batch of Cards

Sending cards with Magic Mailer is a 4-step process using the Send Wizard. Here's how it works from start to finish.

Getting Started

Click Send in the sidebar to open the wizard. You'll walk through four steps: upload contacts, select contacts, choose a card design, and review.

Step 1 — Upload Contacts

You have two options:

Upload New Contacts — Import a CSV file with your contact list
Select Existing — If you've already uploaded contacts, skip straight to selection

If you have no contacts yet, the wizard will automatically show the upload option.

When you upload a CSV, our AI-powered mapper automatically maps your columns to the right fields. You can review and adjust the mappings before confirming. See the Uploading Contacts via CSV article for more details.

After upload, contacts are processed in the background:

Contacts are saved to your account
Addresses are validated for deliverability
Birthdays are discovered automatically (if enrichment is enabled)

Step 2 — Select Contacts

You'll see a table of all your contacts with checkboxes. Use the tools to narrow down your list:

Search — Filter by name
Month filter — Show contacts with birthdays (or anniversaries) in specific months
Gender filter — Filter by gender

Contacts that are missing required information (like a birthday) or have undeliverable addresses are shown separately at the bottom so you can see why they can't be included.

Tip: After a fresh upload, valid contacts are automatically selected for you.

Click Save to lock in your selection and create the draft batch.

Step 3 — Choose a Card Design

You can either pick an existing template or create a new one.

Selecting an existing template:

Browse your templates in a visual grid
Click one to select it, then click "Continue"

Creating a new template:

Choose a front image — Pick from your uploaded images, Magic Mailer's included designs, or upload a new image right from this screen
Choose a back side — Either upload/select a back image (full control) or choose a system template with customizable text fields (easy option)
Review — Preview your complete card and adjust any text or images

See the Designing Your Card article for more details on templates and images.

Step 4 — Review & Approve

The final step shows everything about your batch:

Batch name — Auto-generated but editable. We recommend giving it a personalized name.
Contact count — How many cards will be sent, with a monthly distribution chart
Card preview — Your design with front/back preview
Overage warning — If any month exceeds your subscription's included cards, you'll see the per-card overage cost. You must acknowledge this before approving.
Return address — Your custom return address, or Magic Mailer's default

Click Schedule Batch to approve. Your batch goes active and cards will be sent automatically on each contact's date!

Saving & Resuming

The bottom toolbar of the wizard always shows:

Save & Exit — Saves your current progress as a draft so you can come back later
Discard & Exit — Leaves without saving

You can resume a draft batch from the Send page or the Batches page.

Need a Subscription?

A subscription is required to approve a batch. If you don't have one yet, you'll be prompted to subscribe when you click "Schedule Batch."