Creating a Bulk Letter Merge for a Letter Run
The following article will show you how to use Zenu in order to create a bulk letter merge so that you can complete a letter run.
1. Set up your Letter Template
First, you will need to set up the Letter Template. Head to your office settings and then to Templates. From here, you can view the available system templates, edit current templates, or create a new template from scratch.
When creating letter templates, you can use the merge field options on the right-hand side to merge in the letter content.
2. Refine and gather your contacts
Once you have created your template, you can then use the filters in your Contacts Module to refine the contacts that you want to send the letter to. Once you have filtered the contacts, click on Select all- the Action button will then appear at the bottom right of the screen. Select 'Letter'.
3. Create the letter
If your letter is regarding a specific property, search for the property in the Regarding Property search box. You can then search for the template using the Letter Category and Letter drop-down boxes.
Once you have selected your template, it will give you a preview of how the letter will look. If you are happy with this, click on SAVE AND PRINT.
4. Print the letter from your batches
Once you have generated the letter, it will be sent to your Letters module. It may take a few minutes for the system to process and prepare your letter batch. Keep refreshing your page until the letters have been processed.
Once the batch has been processed, click into the processed file and proceed to print the letters off.