The letter, email and SMS Text generation includes functionality that helps to provide both super users and users to communicate directly with thier customers.
Please Note: Schemes may vary in the content but the processes to create, manage and administer letter, email and SMS Text templates and mailouts are the same.
Key overview information:
• Templates can be saved in folders – this makes the correct template easier to find
• Letters can be saved as a draft and finished, edited or printed at a later date
• Envelope sizes can be pre-set
• Copy and paste from word
• Multiple headers and footers can be saved per organisation
• Ability to include ‘if’ statements
• Preview templates
• On bulk mail outs pdf stores as single letters in member’s journal
• Sensitive data – letters can only be seen by staff for member’s registered partner
• Bulk correspondence link (for large print quantities)
The Letter Generation Sections are listed here:
Letter, Email & SMS Text Templates
Managing a template
Creating new templates
Adding Elements
Copy and Paste
Creating a table
Setting headers and footers
Generating Letters for a Member
Deleting letters for a member
‘If’ Statements
Bulk Letter, Email & SMS Text Generation
Bulk Correspondence Message