How to Create a Letter Template

1. You will need to have a template created before you can send a mailing. From the main navigation, hover over Mailings, scroll down to Templates, and then select Letter Templates.

2. Then select add Letter Template.

3. Fill out the information at the top. Name the Letter Template, choose whether it is Active, and select the Template Type. Entering a Description is optional.

NOTE: The Template Type you choose will affect which type of fields you are able to add in the letter, so if you would like to include event fields, choose an Event Template. If you would like to include membership fields, choose a Membership Template, etc.

4. Then write your letter. You can adjust text using the toolbar (font, size, bold, italic, underline, justification). Add fields you would like to pull from Eleo to appear in the letter.

5. Once you are done, select ‘Save’ on the top right.