Write a Letter to a Constituent

From a constituent record, you can write a personal letter to the constituent.

When you write the letter, you can use a Microsoft Word document saved to the Letter Template Library or create a new Word document. Before you write the letter, you must complete several setup tasks in Marketing and Communications and Microsoft Word:

• From Marketing and Communications, create a direct marketing export definition to determine the merge fields to use to include information specific to the constituent. On the Options tab of the Export Definition Properties screen, select Allow definition to be used by other areas of the application. After you create the export definition, generate a header file based on the definition.

• In Word, create a document that contains the letter content and insert the merge fields from the header file.

• From Marketing and Communications, in the Letter Template Library, create a letter template with a Constituent letter type and Export definition output type. In the Export definition field, select the export definition created for the letter. In the Letter field, select the Word document that contains the letter content.