ProDon:Mass Mailing

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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 Button Mailmerge Client.png; Transaction Button Mailmerge Transaction.png; Commitment Button Mailmerge commitment.png; In Memoriam Gifts Button Transfer the transactions.png and Contact Button Mailmerge Client.png.

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

To perform a mass mailing, you need to prepare the list of people for whom the document has to be addressed.

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