ProDon:Mass Mailing
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
To perform a mass mailing, you need to prepare the list of people for whom the document has to be addressed. To do so, go in the management associated with the type of merge document; for example, the "Client management".
There are three search methods to get a list of people according to precise criteria:
Search from the search bar;
Search from a filter; Search from a customized list.
When the list of people is ready and active onscreen, start mass mailing.
Client Mass Mailing
This type of mass mailing allows you to produce documents such as a solicitation letter, announcement of events, etc.
After preparing the active list, click on the " Client type mass mailing" button, which is at the top of the management window. Then, if need be, select the option "Client mass mailing" (This option is required only in the "Client management", where the contact type mass mailing is also available.).
"Selection" Tab
|
After clicking on the | |
"Grouping" Tab
"Mailings" Tab
"Standard documents" and "Documents to be logged" Tab
Transaction Mass Mailing
Commitment 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
