https://www.evertrue.com/wp-content/uploads/2026/08/Upload-Instructions.pdf

The high-level steps for uploading an on-demand order are outlined below, but please refer to the Upload Instructions PDF linked above for more in-depth steps and visuals:

1. From your Dashboard, select On-Demand Order from the left-hand menu and choose the approved project you'd like to mail (projects marked in red are on-demand and available for customer upload).
2. Upload your data file (.xls or .xlsx only), select the correct map if applicable, add a description, and choose your requested mail date if needed. If your file's columns don't match the selected data map, you'll see a Datamap Mismatch message listing what's missing (contact your Print Projects coordinator to have the map adjusted before re-uploading).
3. Review your Segment Sifter™ Report to confirm your Smart Segments™ and Pledgemine Profiles, then click View All to open the proofs.
4. Click through the proofs, editing any records as needed (you can update contact info or exclude a record from the mailing), and review carefully before approving.
5. Once everything looks correct, click Approve. This opens a Confirm Your Order summary; review it, then click Submit to release the order into production. (You can also choose Save As Draft to pause before approving, or Hold/Delete from the confirmation screen if you need to stop the order.)
6. After submission, the order will move from Composing to In Production, then to Completed once mailed, and your Dashboard totals and postage balance will update accordingly.