New Letter, Email and SMS Text Generation Overview

The letter, email and SMS Text generation includes functionality that helps to provide both super users and users to communicate directly with thier customers.

Please Note: Schemes may vary in the content but the processes to create, manage and administer letter, email and SMS Text templates and mailouts are the same.

Key overview information:
• Templates can be saved in folders – this makes the correct template easier to find
• Letters can be saved as a draft and finished, edited or printed at a later date
• Envelope sizes can be pre-set
• Copy and paste from word
• Multiple headers and footers can be saved per organisation
• Ability to include ‘if’ statements
• Preview templates
• On bulk mail outs pdf stores as single letters in member’s journal
• Sensitive data – letters can only be seen by staff for member’s registered partner
• Bulk correspondence link (for large print quantities)

 The Letter Generation Sections are listed here: 

Letter, Email & SMS Text Templates
Managing a template
Creating new templates
Adding Elements
Copy and Paste
Creating a table
Setting headers and footers
Generating Letters for a Member
Deleting letters for a member
‘If’ Statements
Bulk Letter, Email & SMS Text Generation
Bulk Correspondence Message