Performing a mail out

1. To perform a mail out to the selected contact(s), click Perform mail out from the action menu.
    

2. Select the type of mailing you want to create by clicking the Letter, Envelope, Label, or Postcard icon.
    

3. Use the drop-down list box to select a template category.
   
   NOTE: Click Communication library if you want to switch to the Communication library.
    

4. Select a template from the list and then either:
    

   • Click Next.
      

   • Click Change template for this mailing only to customize the template for this mailing only. If you edit the template and then change your mind, click Restore original template. Click Next.

    

5. The Perform mail out - view or edit [mail type] page opens, enabling you to view and edit the mailing for the selected contact.   

6. To change the mailing information for a contact (name, address etc.), click the Change mailing info link at the top right of the page. Update the information in the Change mailing info dialog box and click OK. The contact record and correspondence will be updated.
   
   NOTE: If you need to change a contact's mailing information AND edit their correspondence, you must edit the mailing information first.

7. Click the Show contact list link to expand the view of your selected contact. The link changes to Hide contact list to return to the original view.

• Click the Sort mail by drop-down list to sort the contacts by Last name, Street name, or Zip code.

• Highlight a specific contact to customize the mailout. Make changes in the editing area, using the links at the bottom of the page to insert picture merge codes, text merge codes, and marketing links. Click Save each time after editing the mailing.
   

• Click Reset to revert the template to its original state.
   

• Click Delete to remove the selected contact from the mailing.
   

8. If your mail out is still in the editing stage and you need to print it several times for review, click the Print icon from the toolbar. This ensures that the mailing remains in the Perform mail out wizard and is NOT marked done.

9. When your mailing is ready:
    

   • Click Print now from the control menu to print the entire mailing now. Once done, the mailing activity is considered complete and is automatically stored in the contact history section of the contact record.
      

   • Click Print later to schedule the mailing for printing at a later date. When the Print later dialog is displayed, enter a personal Description of the mailing, the Date you want to print it on, and the user to assign it to. The mailing will appear in Today's business on the scheduled date. Click OK.