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Sending Bulk Letters

You can send bulk letters from your Reporting page. Follow these steps.

  1. Make sure you have made an email template from the "Templates" section of the reporting page first. Click here to learn how to do this.

  2. From the "Reports & Marketing" section of the reporting page you can build a list using the filters in the "Report Builder"

  3. Once you have a list you want to send letters to, click the purple "Actions" button on the right hand side.

  4. Click "Send Mail"

  5. This will display the letter send popup which lists available templates.

  6. Select the template you want to use and then click "Preview"

  7. This will display all the letter templates in their rendered format.

  8. When you are ready click "Print" and a new window will open up where you can finalize and send to your printer.