This article reviews the steps to create a new letter for marketing from MotilityAnywhere. For more explanation on the letter writing screen, please review the Letter Writing article.
- Open the CRM module.
- Select the Letter Writing option from the quick links on the left side of the screen. This will open a new browser tab.
- Click the New Letter button on the bottom of the letter writing screen.
- Select the Letter Type for the letter you are creating from the dropdown menu.
- Choose the Reply email address where customer responses will be delivered.
- Select the email address for quality control (QC address) where an example of your email will be sent.
- If you are using a pre-existing letter that is created and saved, select the Choose button at the end of the File Name textbox. This will bring up a window where you can browse and choose your file. If you will be building your letter here, skip this step.
- Enter a name for your letter in the Letter Name textbox.
- Choose which Company location's customers the letter will apply to if you have multiple locations. If you want the letter to apply to multiple locations, leave the company selection blank.
- If you are sending the letter via email, you will want to give it an Email Subject. If you are sending the letter by mail, you will not need to fill this in.
- Select the Send Method to deliver the letter. Options include via email or mail.
- If you choose to mail the letter, use the After Print dropdown box to print envelopes or mailing labels for the recipients.
- If the letter is currently ready to be used check the ‘Active’ checkbox. A letter must be marked active to be emailed. This is beneficial for seasonal letters or sales letters.
- Check the box to schedule your letter. This will allow selection of options within this section.
- Schedule your letters as one-time or recurring. If you choose to make this letter recurring, you will need to choose how often this letter will be sent.
- Once you have all basic letter settings set, you will then set the conditions for the letter. These conditions will filter your customer database for customers that meet the set conditions. For more information on setting up conditions, please refer to the Letter Writing article.
- Click the New Document button at the bottom of the screen. This will open the Letter Editor window.
- Add your letter to the text box. You can use the various options to customize the text, add images, hyperlinks, tables and custom information. For more details on formatting a letter, please refer to the Letter Formatting article.
- Choose the Save button in the lower right of the letter editor.
- Choose the Save button in the lower right of the letters screen.