Write a letter

1. Open the record of the constituent to receive the letter. For information about how to open a constituent record, see Constituent Search.

   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. The Write a letter screen appears.

3. Under Letter, enter a unique name to help identify the letter and select whether to use a new or existing Word document to create the letter.

   If you select Use an existing letter from the template library, search for and select the document to use from the Letter Template Library.

   Note: To edit the selected document in Word, select Edit letter. After you save the document, you return to the Write a letter screen.

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 diabled. 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. To restrict use of the letter to specific sites at your organization, select the sites to manage the letter.

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

9. Select Save. The Interactions page for the record appears. Under Pending and completed interactions, the letter appears with the selected mail date and interaction type.