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Letter Templates

Even with email and texting, a printed letter still stands out. It's a personal way to say thank you, or to send something important. Letter templates are letters you write once and reuse, with each contact's details filled in.

Go to Settings, then Letter Templates. Click Add Letter Template to start one, or click a letter's name to open it. Page Settings sets the margins, so click it, then click Close.

Write your letter in the box, like any document. A merge field fills in details about each contact, like their name or address, when you print the letter. To add one, click in your letter where it goes.

Then click Merge Fields. Contact Fields fill in the contact's details, like their name and address. My Information fills in your own details.

Click My Full Name to sign the letter. Click Save. To print it for one contact, open the contact, click Actions, then Print Letter.

For a whole group, go to Contacts, then Group Actions, and use Letters. You can even print mailing labels for these people.