How to Create a Letter Mailing

1. In the Navigation at the top of the page, hover over Mailings and then click on ‘Create a Mailing’.

2. Follow the steps. First select the Type of Mailing you would like to create.

3. Then select the template type: Letter.

4. Choose the contacts to send the mailing to and the different options. You can also set a filter here to specify the contacts you want to mail to. Once you are done with your selections, select Continue.

5. Name your mailing and select the date for the mailing. You can also add a description, appeal, and appeal category if you would like. Then select Save Mailing.

6. It may take a moment or two to create the mailing and you should see a screen similar to this while it is generating.

7. Once the mailing has been created you can view a list report, download the file, create labels, or mark the mailing as having been sent.