Create a mailing
In this article:
To add a new mailing, you can click on the Add Mailing button from the Draft mailings or Sent mailings pages.
You can also click on the Send Mail button on the Constituents tab to add a mailing for your current constituent query.
If you clicked the Send mail button from a search you created in the Constituents tab, you'll be taken to Step 1 of the mailing builder, and your search will be loaded here as well:
If you click Add Mailing from the Mailings tab, you'll be taken to Step 1 of the mailing builder, and you will need to create a search for the constituents you want to send your mailing to:
Next you'll build your mailing list. When you are happy with that, click the blue Next button to proceed to creating your letter content and selecting labels or envelopes.
Create your letter
You can create your letter in one of two ways, by using a Word document to create a letter template, which you can add merge fields to and format more precisely. You can also use a built-in content field to create your letter content, which offers a straightforward way to create a letter template but is not as flexible in terms of formatting.
To use a Microsoft Word document as your letter template, click on the Upload new file button and browse for the file. Please be sure to leave the "Template" selection set to "Custom MS Word" if you are uploading a Word document. Note that if you do not upload a document of your own, a basic Word template is in place by default, in case you need it.
Read this article for more details about how to create Microsoft Word letters for use in LGL mailings and/or templates: http://lgl.helpscoutdocs.com/article/133-microsoft-word-letters
At this point, it's a great idea to click the Preview button so that you can get a look at the first 5 letters. If anything looks amiss, you can open the Word document, make changes, and then click the Preview button again. Lather, rinse, repeat, until it looks the way you want.
The second option available is to use the [[letter_content]] and/or [[ps_content]] merge fields to insert content from the LGL Letter Content field into your letter:
If you use this method, you will need to set your template to "Custom LGL (PDF)", so that LGL knows to populate your letter with content from the [[letter_content]] and/or the [[ps_content]] merge fields.
You can also configure your preferences for labels and envelopes here:
You will need to choose which template to use for either labels or envelopes. You can preview and customize as well:
For information about how to build new label and envelope templates, see the following articles:
- Labels: http://lgl.helpscoutdocs.com/article/137-label-templates
- Envelopes: http://lgl.helpscoutdocs.com/article/136-envelope-templates
Update your label/envelope printing preferences, and choose which template to use for each.
Then click Next to name your mailing and configure its settings.
Review, download, and print your mailing
This step gives you the opportunity to review the details of your mailing.
Note that you can make sure you have the correct templates applied and confirm that the address block is correct. You can also see if any of the constituents in your search are being excluded (due to communication tags applied in their constituent records or invalid mailing addresses).
If you need to make changes at any point, you can jump around to any of the steps in the mailing builder to make changes, and the details of your mailing will not change until you change them.
From this page, you can also download your letters and your envelopes or templates and print them, by clicking the applicable Download All buttons:
Note: If your mailing has more than 50 recipients, a Generate all button will appear in place of the Download all button. Click the Generate all button and then the Download all button when it appears.This will download the files to your computer, where you can open them in Word and print them, just like any other Word document.
You can also mark the mailing as "Sent" if you have printed your letters and envelopes/labels, which will move your mailing into the Sent mailings page, where it becomes part of your mailing history
Watch our short How to Create a Mailing video here: