DPO (Direct Post Office)
Prerequisites
If you want to use the DPO (Direct Post Office) feature in Omadi to deliver lien letters, please contact Support at (801) 800-8250 or support@omadi.com. There is no charge to Omadi to use this feature, though there may be a charge to ADD123.
Before a company can use DPO (Direct Post Office) to deliver lien letters, they will need to have an active account with ADD123. If they do not, they can visit https://secure.add123.com/apps/signup/#/?promoCode=OMADI. Omadi’s users must enter the affiliate code OMADI at the time they set up their ADD account. This will allow the company to get the $100 setup fee waived as well as connect their ADD account to Omadi. Please note that due to the sensitive nature of the lien holder information and the security requirements of integrating the ADD123 account, this module will not be viewable or accessible by Omadi Agents.
DPO Packet Configuration
After the module has been activated and you have granted user permissions, you will need to configure the DPO packets. Go to Setup > Integrations > DPO. On this page, you can create new DPO packets or edit any existing DPO packets. When creating a new DPO packet, you will give it a name and choose a delivery type. You have two options for delivery type: Certified Mail with Delivery Receipt and First Class with Certificate of Mailing. You will also need to specify the lien letters that need to be associated with the DPO packet. You will need to specify the Form, Send Date, Letter Type, Recipient Name, Mailing Address, and the Template that will be sent.
After the configuration is complete the company user who is going to be doing the letters will need to authenticate their account with ADD123. It is important to note that the site only allows one ADD123 account to be used, so we do not use different licenses for different users. The user will need to click on their username in the top right corner and then click on “ADD123 Connect”. From there the user will log in to ADD123 with their credentials. This will create a token, and the user will be automatically returned to the Omadi site and the account will be connected. Congratulations! Setup is now complete.
Using DPO
Now that DPO is set up, the user that was granted permission can choose to send the associated DPO packets for their tow tickets. These users will now see a “Direct Post Office” menu on their tow tickets. This menu will be located below the form actions on the right column of the tow ticket.
Clicking the “Send” button will open a confirmation modal where the user will confirm the “From” information and the recipient information. Included in the recipient information is the ADD123 reference number. This is auto-populated with the node ID but can be edited. The recipient's name and address will auto-populate from the tow ticket. The user must make sure that every recipient that needs to receive the DPO packet has a checkmark on the far left side next to the letter type field. When they are finished reviewing the information they can click the “Send” button at the bottom of the modal. At this point, the customer will be billed by ADD to send these letters. The price varies based on their contracts and on how many letters are being generated and sent.
After the user has clicked the “Send” button, Omadi generates the letters and sends the packet to ADD to send them out. The user will see in the tow ticket a tab called “Direct Post Office” . All requests to send DPO packets will be listed here. We will show the date and time of when the packet was created, the VIN, the Status, and a PDF.
The status will initially show as “Pending” until the letters have been delivered, at which point it will change to “Complete”. If the letter is unable to be delivered the status will show as “Error”, and then you can expand the section to see an explanation of why it failed to send. Clicking the PDF icon will download a file that will contain a copy of the letters sent, the certified mail firm book that confirms it was delivered if sent by certified mail, and the receipt from ADD for the charges to send the letter. If the packet was set up to be sent via First Class, they will not receive the confirmation of delivery, but a certificate of mailing.
Troubleshooting DPO
One reason why lien letters may fail to send via DPO is the information exceeds the character limit(s). The character limits are imposed by the ADD interface Omadi uses to connect to their system.
The following are the character limits for each field:
- Name: 40
- Address 1: 40
- Address 2: 40
- City: 30
- State: 2
- ZIP: 10
Other issues to check if DPO is failing are:
- Make sure the PDFs in the packet are not generating onto more than 1 page. (You can check this by having them click on the PDF in the tow ticket in Omadi and see if it is one page or more.)
- ZIP code must be filled in.
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