With bulk letters you can select a template to send to all the members of a group. By using this feature, you can send out all Late Fee letters, an invite to a meeting, or a notice for inspection all at once.
Step-by-Step Guide to Creating a Bulk Letter
- Click on "Groups" in the header navigational bar.
- Select the group you wish to generate a letter for. (If you have not created a group yet, see Guide to Creating Groups).
- From the Group Overview page, click the action select dropdown.
- Click "Letter from Template.
- The bulk letter wizard will then run.
- Step one, find the appropriate letter from the list of templates, and then click the "Choose" button to the right of the template.
- Next, enter in any custom merge fields that were not within the collection of the doorways supported merge fields.
- If the template included a letterhead merge field and/or custom merge fields that had not yet been setup in doorways, a message will appear reminder the user to create a custom merge field.
- Enter in the un-merged fields for each individual letter recipient.
- To apply a field to the entire list of recipients, click the "Apply Across All Households" checkbox, and the field will be removed from the other households and applied across all group members.
- Click next to view a preview of how the letters will be generated for each individual within the group.
- Clicking Next will generate the letters for each individual and will save a copy to their household Letter History. Now is a good time to download and/or print the group letters all at once. You may do so by clicking the "print" icon in the the preview window.
- Success! Click "OK" and you're all done. Each individuals Letter History will reflect the new letter created from the bulk action.