Start a Correspondence Process

To generate the output for a correspondence, you must first run its process. When you run the correspondence process, the program uses the selected defaults and data fields to prepare the correspondence for the selected recipients. To start the process from the Manage Correspondence page, select the process to run in the Correspondence processes grid and select Start process.

Tip: If you inadvertently run a process with an incorrect selection of constituents, you can clear the results of the process instance. When you clear the results of a process instance, the program automatically removes the correspondence from the history of the constituents included during that instance. For information about how to clear the results of a correspondence process, see Clear the Results of a Correspondence Process Instance.

  1. From Marketing and Communications, select Manage correspondence. The Manage Correspondence page appears.

  2. In the Correspondence processes grid, select a process and select Start process. The Start correspondence process screen appears. The items on this screen are the same as on the Add correspondence process screen. For a detailed explanation of the options, see Add Correspondence Process Screen.

    Note: To run a correspondence process from its status page, select Start process under Tasks, or select Start process on the Recent status tab.

  3. Make changes as necessary. For information about how to edit the exclusions or set the format options for the correspondence, see Set Exclusions for a Correspondence Process or Set Format Options for a Correspondence Process.

    Note: To view the document associated with the correspondence, select its file name in the Letter template or Mailing label template field.

  4. Select Start. The status page of the process appears. From the record, you can verify the correspondence generated successfully and download the correspondence file or merge the selected data fields with the document file in Microsoft Word. For information about the status page, see Correspondence Process Status Page.

    Note: If you select Update constituent record with mailing, the program automatically updates the Communications pages of the constituents included in the process to indicate you included them in the correspondence.