This document provides a comprehensive guide on how to send bulk letters from the Reporting page of MedicareProCRM. By following the outlined steps, users can efficiently manage their communication efforts through bulk mailing.

To successfully send bulk letters, please ensure you follow these steps:

Before sending bulk letters, it is essential to create an email template. You can do this from the "Templates" section of the Reporting page. Click here to learn how to create an email template.

Navigate to the "Reports & Marketing" section of the Reporting page. Here, you can build a list of recipients using the filters available in the "Report Builder."

Once you have compiled the list of recipients, locate the purple "Actions" button on the right-hand side of the page and click on it.

From the dropdown menu, select "Send Mail." This action will open a letter send popup that displays all available templates.

Select the desired template you wish to use for your bulk letters, and then click on the "Preview" button.

The preview will show all the letter templates in their rendered format, allowing you to review the content before sending.

When you are satisfied with the preview, click the "Print" button. A new window will open, enabling you to finalize the letters and send them to your printer.

By following these steps, you can efficiently send bulk letters to your selected recipients, enhancing your communication strategy within MedicarePro CRM.