Create Email/Letter Template

There is no limit to the number of email/letter templates you can create and save in the data base. Each letter can be created to include a header, body and footer.

Step-by-Step Process

• Search for an individual member
• From the Member List View screen, select Mail from the main menu
  • This will open the Mail screen
• Select the Create/Edit icon located bottom of screen
• Enter the name of your letter in the window, select OK
  • This action will take you to the Edit Letter section
• There is an option to Create/Edit a letter header, body and footer
• Select the Create/Edit icon and type the letter content in the edit content window
• Enter the name of the header, body or footer in the available field
• Select Save
  • Use the Insert option to add personalised fields in the letter content
  • Each time a new letter header, body or footer is created it will become available for selection in the respective drop menus to apply to other letter templates
• Select Save Letter
  • This will return you to the Mail screen, your letter is saved and can be used to send to an individual or a group of members

Member List View

Mail Screen

Edit Letter Section - options to create/edit Header, Body and Footer

Edit Content View - use the Insert fields to personalise letters

Edit Letter Section - view letter content, Save Letter

Mail Screen - letter now saved and available in drop menu which can be previewed and printed or emailed