Setting up a Mailshot

Mailings can either be done 'live', starting with a search or with a list saved using the Data List Manager. The instructions below are for a ‘live’ mailing.

You will need to have already set up a letter template.

Volume Word processing
Menu Mailing
Submenu Mail contacts

1. Enter the relevant company name


2. Click Find


3. Highlight the contacts you wish to mail. You can use Command-Click (Mac) or Control-Click (Windows) to do this.


4. Use the Reduce Selection button the the functions Palette to hide the rest


5. Click the Accept button (Tick) when you are happy with your list. This brings up the print requirements dialog.
   

If you wish to mail a selection of companies, as opposed to contacts, proceed as above but select:
Sub Menu Mail company

1. Enter the name of the company, or go to More Choices and enter appropriate criteria for the companies you want. Don’t forget that typing @ followed by tab will bring up a list of choices in most entry fields. Select the ones you want to mail in the same way as described for contacts.
2. In the print requirements dialog click the Template button
3. Select the appropriate template from the list – this can be viewed if required.
4. Select all appropriate boxes. For instance you may wish a record to be made in the diary that this mailing has been sent.
5. Click OK
6. This will bring up a screen, which will allow you to determine who, within a company, is contacted.
7. Click OK and proceed to print when you are satisfied.