Review and personalize mailings
In this article:
- Review mailing details
- Personalize individual letters
- Update addressee and/or salutation fields
- Remove an appeal or event connected with a mailing
Review mailing details
Once you create and save a new mailing, you will be taken to the Mailing details page where you can see a summary of your mailing as well as view the recipients who will receive it.
Here you'll also have the ability to personalize letters and/or update the Addressee and/or Salutation fields used in the mailing.
You can access the Mailing details page anytime by clicking on the name of the mailing or the Recipients link from the Mailings > Draft Mailings page.
Then click the Review, Download & Print tab to view the mailing details:
Personalize individual letters
Maybe you'd like to add a personal note or special message to one or more of the letters in the batch. To personalize individual letters in the mailing, from the Review, Download & Print tab in the mailing wizard:
...you can click the Edit button for the letter you want to personalize:
Once you click Edit, you can make as many edits and/or additions to that letter as you like. Click Save when finished.
Note: Only mailings using LGL's Simple Text Editor have the ability to be personalized in this manner. Mailings using a Microsoft Word document cannot be personalized within LGL, however, you can update them in Word prior to printing if you want to make changes to one or more of them.
Updating Salutation and/or Addressee fields
Maybe you noticed that your Addressee and Salutation fields do not match and you want to correct them before you send your mailing. If you hover over the Addressee/Label Name and/or Salutation fields, the Edit link will appear. Click this link to make any updates or corrections. (Note: Making an update here will also change the Addressee/Label Name and/or Salutation fields in the constituent's permanent record.)
Click Save when finished:
Remove an appeal or event connected with a mailing
If you happened to connect your mailing to an event or an appeal and you now want to remove it, you can do so from the Mailing options tab of the mailing wizard, by clicking on the gray "x" that appears next to the name of the appeal or event: