Difference between revisions of "ProDon:Mass Mailing"
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Mass mailing consists in producing in a massive and customized way a document intended for several clients at the same time. There are five types of mass mailing: Client [[Image:Button_Mailmerge_Client.png]]; Transaction [[Image:Button_Mailmerge_Transaction.png]]; Commitment [[Image:Button_Mailmerge_commitment.png]]; ''In Memoriam'' Gifts [[Image:Button_Transfer_the_transactions.png]] and Contact [[Image:Button_Mailmerge_Client.png]]. | Mass mailing consists in producing in a massive and customized way a document intended for several clients at the same time. There are five types of mass mailing: Client [[Image:Button_Mailmerge_Client.png]]; Transaction [[Image:Button_Mailmerge_Transaction.png]]; Commitment [[Image:Button_Mailmerge_commitment.png]]; ''In Memoriam'' Gifts [[Image:Button_Transfer_the_transactions.png]] and Contact [[Image:Button_Mailmerge_Client.png]]. | ||
| − | == Creating a Master Document == | + | == Creating a Master Document == |
| + | Prior to performing a mass mailing, you first need to create the master document, then prepare the list of people for whom the document must be customized. | ||
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| + | '''CAUTION: '''A master document is not available in all the software managements. The type of the chosen master document determines the location where it is available in the system. | ||
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| + | For more information concerning the creation of a master document, consult this procedure. | ||
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| + | When a master document is complete, close the "Master document management". | ||
== Preparing the Active List == | == Preparing the Active List == | ||
Revision as of 10:53, 24 August 2011
Contents
Introduction
Mass mailing consists in producing in a massive and customized way a document intended for several clients at the same time. There are five types of mass mailing: Client 
; Transaction 
; Commitment 
; In Memoriam Gifts 
and Contact .
Creating a Master Document
Prior to performing a mass mailing, you first need to create the master document, then prepare the list of people for whom the document must be customized.
CAUTION: A master document is not available in all the software managements. The type of the chosen master document determines the location where it is available in the system.
For more information concerning the creation of a master document, consult this procedure.
When a master document is complete, close the "Master document management".
Preparing the Active List
Client Type Mass Mailing
"Selection" Tab
"Grouping" Tab
"Mailings" Tab
"Standard documents" and "Documents to be logged" Tab
Transaction Type Mass Mailing
Commitment Type Mass Mailing
In Memoriam Gifts Type Mass Mailing
Contact Type Mass Mailing
"Contacts Selection Order" Tab
From theTabs "Active clients", "Inactive clients" and "All clients" of the "Client management"
CAUTION:
From the "Contacts" Tab of the "Client management"
Document name: ProDon:Mass Mailing
