Write a letter

1. Open the record of the constituent to receive the letter.

Note: To access the Write a letter screen from the Contact tab of the constituent record, under Contact information, select the address to which to send the letter and select Write a letter.

2. Under Tasks, select Write a letter.

3. Under Letter, enter a unique name to help identify the letter.

Search for and select the document to use from the Letter Template Library.

4. Under Address, select the addressee, address, and salutation to use with the letter.

Note: If you select a letter template based on an export definition, the Address section is disabled. The export definition provides the addressee, address, and salutation.

5. Under Details, enter the date you send the letter to the constituent.

6. To help categorize the letter with similar interactions, select its type, category, and subcategory.

7. In the Comment field, enter any additional information about the letter.

8. Select Save. Under the Documentation and Interactions tab for the record, the tier two Interactions tab appears. In the list of pending and completed interactions, the letter appears with the selected mail date and interaction type.