The short answer
A client welcome packet can be mailed through IRIS as one finished, multipage letter PDF. Combine the pages in the correct order, check the contact details and next steps, and review the quote before submission. IRIS does not assemble separate inserts, gifts, or a boxed kit.
Give the packet one useful job
A welcome packet works best when it helps a new client understand what happens next. For a small agency or service business, that might mean a welcome note, a named point of contact, a short timeline, and preparation instructions. The reader should be able to find the next action without sorting through a sales brochure.
Consider an illustrative two-page packet: page one introduces the project contact and the first milestone; page two lists what the client should prepare before the kickoff. The exact content depends on your service. Avoid including speculative dates, unapproved promises, account passwords, or unnecessary personal information.
Build the reading order before the PDF
Write for someone holding the pages away from a screen. A long link, an unexplained abbreviation, or a tiny footer becomes harder to use on paper.
- Open with the client’s name, the service they selected, and a short welcome.
- State the next action and who owns it. Use a date only when it has been confirmed.
- List the business contact and a readable support route.
- Put reference information after the action, with page numbers if the packet spans several pages.
- Export one final PDF, then inspect every page in its intended order.
Treat the packet as one letter document
Combine all pages before uploading. IRIS’s letter workflow takes one primaryDocumentId, so it is not an assembly instruction for multiple attachments. Use US Letter pages and check the current page and file limits. Double-sided printing can change how a cover page and a checklist sit together, so review the final layout with that option in mind.
A postcard is a separate product with front and back PDFs and its own quote. Do not describe a letter-plus-postcard bundle or a physical gift as a single supported packet. If the customer needs something beyond a printed letter, choose a fulfillment process that supports those contents.
Connect onboarding to a reviewed mailing
Use an approved onboarding milestone to create a draft mailing intent. Pull contact details from the current client record and merge only approved facts into the PDF before registration. Let the account owner review the exact document, destination, sender, options, and price.
Submit the approved mailing through IRIS with one persisted idempotency key. Keep orderId alongside the onboarding record, and use mailing status for operational follow-up. Your project timeline should not depend on a letter being delivered on a guaranteed day. If the first meeting is imminent, provide the essential information through your established direct communication channel too.
Check the packet with a colleague
Ask someone who did not write it to identify the next step, project contact, and support route. If they need an explanation, revise the document before mailing it. This is more useful than adding decorative pages that increase printing cost without helping the client.
Measure corrections requested, questions repeated after onboarding, and the effort spent preparing each packet. These observations can guide revisions to the document and workflow. They do not establish a retention benefit on their own; keep any future performance claims tied to evidence from your own business.
Sources & further reading
Product details checked against the IRIS API contract when this article was published. Platform references can change; consult the linked documentation when implementing.
Published by IRIS Postal Forms, operated by Great Lakes Computing Office LLC. Send a correction.