A single communication piece may be sent out to members by their preference of delivery: mail, fax, or email. When using the Preferred communication type selection under Communication->Form Letters the appropriate output will be developed for each recipient based on the member’s database fields.
If addressees are selected as individual reps (by choosing the selections in the Add Representatives section) the preference as specified on their Reps tab in the Contact Preference field will be used.
If addressees are selected as member companies (by choosing the selections in the Add Members section) the preference will be determined automatically according to the information specified on their General tab. If an email address exists, this will be the automatic first preference. If no email address exists, a complete mailing address would qualify as the next preference. Fax would be the last automatic preference. See FAQ “How is the Contact Preference Used on the Reps tab?”
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1.
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Click Communication in the left-hand menu.
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2.
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Click Form Letters.
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5.
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If applicable, click remove next to those identified under Preferred Communication Type as having no contact info, duplicate, or invalid info.
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Click Continue.
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9.
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Preview the letters on-screen. Select Print Preview if desired to view the formatted output and remove unwanted headers and footers if applicable.
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11.
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12.
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14.
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Click Continue>>Faxes.
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16.
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17.
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Click Continue>>Emails.
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Make any modifications to the email output. Make sure to type a subject line. Add attachments and links as desired.
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19.
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Click Send Email.
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