Bulk Letter, Email and SMS Text Generation

Bulk Letter, Email & SMS Text generation is carried out using the member list reporting functions. 

The list of applicants that you wish to write to is created using the member list report generator. 

Please Note: Bulk emails can only be sent to a maximum of 500 members (entire households) per time.

Choose if you want to use electronic headed paper. 

In the example below, we are listing applicants in Band A. There are 201 such individuals. you will not see the various buttons at the bottom until you have generated the list from the report.

It is a good idea to select as one of the elements ‘email = exists’ or "mobile - number exists" if you are emailing or texting.

We then click on the generate letters, email or SMS Text buttons. This will open the communication generation screen as shown below where you can choose the letter template you want to use.

Once you have chosen your template you can send out the communications see below for an example of an Email mail out.

You are also able to generate personalised freesheets and send out bulk emails or Texts.  

A journal entry will be placed in each of the Members’ record so that you can view this at any stage.