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Create a new letter template
Create a new letter template
Victor Christensen avatar
Written by Victor Christensen
Updated over 4 years ago

  1. Click on the 'Mailings' section on the left navigation bar.

2. Click on the 'Letter Templates tab.

3. To create a new letter template click he Add New Template button. Enter the template settings and hit 'Save'. After saving you will be presented with a page to edit the letter body.

4. Edit and save and you will return to the list of letter templates.

6. To preview how the template will look as a printed page click on 'Preview'

7. To edit template settings click on "Settings"

8. To view the report data that will be merged into generated letters click "Report Data"

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