Once created, you can print your letter by either:
- Printing a single letter
- Printing multiple letters all at once
Printing a Letter
- When you choose a template and create a letter, it is added to the print spool to print later with other letters. To print immediately, untick Add to print spool, then click Create and choose Print.
- A copy of the printed letter is saved on the lead.
Printing Multiple Letters at Once
- When you create a letter, it is added to the print spool ready to print later with other letters.
- To print all letters, go to the Tools menu and select Print mail.
- Click Print to print all documents in the queue.
- Once printed and checked, click Mark as printed - a copy of each letter will be saved against each lead.
Windowed Envelopes
If you use windowed envelopes, you may need to position the name and address differently to the rest of the letter content.
- This must be done in the HTML source - click Source in the top left of the editor toolbar
- Use a div with inline styles to offset the address block to align with your envelope window
- Adjust the margin-left and margin-bottom values to suit your envelope layout
Example HTML
<div style="margin-left:50px; margin-bottom:50px;">{LEAD_FULL_NAME}<br/>{LEAD_FULL_ADD}</div>
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