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Generate a Mailing

Angela Lim avatar
Written by Angela Lim
Updated over 3 years ago

Steps to generating a mailing...

1. Navigate to the mailings page in Agency Admin

2. Click 'Generate Mailing"

3. Select the letter template you want to use

4. Preview the letter template to see what the letter will look like

5. Review the data to be used to generate the letters to double-check for missing or incorrect data

6. Give the mailing a name. 

Once you click "Generate a mailing" it will take some time so please wait. 

Once it completed you'll be taken back to the mailings page

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