Performing a Mail Out for Letters, Envelopes and Labels

The Perform Mail Out wizard guides you through the steps needed to select a template, select recipients, and distribute the resulting letter/envelope/label.

Top Producer 8i enables you to perform a mail out from a number of different areas, all of which flow through the Perform Mail Out wizard. The topic you are reading now will cover the most common way of performing a mail out. For a complete reference of the ways of reaching the wizard, see "The Select Template Screen".

To perform a mail out:

From the Select Template screen, select the category and template, specify mail out details, and then click Next. More Info:
1. Open the Select Template screen. How?
  - From the Main Menu bar, go to Marketing > Perform Mail Out.
2. Select the Mail Out Type from the drop-down list.
3. Select the Category and Template you want to send.
  
  Tip: A complete list of the letter, envelope and label templates available can be found on the [Mail Type] Library screen.
4. Optionally, select how you want letters sorted and other Mail Out Details. For a complete list of the fields and their meanings, see "The Add Activity Form".
5. Click the Next button.
From the Select Recipient screen, enter a description, select the recipient(s), and then click Create [Mail Type]. More Info:
1. From the Select Recipient screen, drag and drop the contact(s) you want from the Contacts Look-up portlet into to the Recipient drop zone (indicated by the dotted lines). Alternatively, click the Search & Attach Multiple Contacts link to use the Search for Contacts feature. For more information on the fields available when performing a search, see the "Search for Contacts Screen (Activities)" reference topic.
2. Click the Create [Mail Type] button.
From the third step of the wizard, edit the letter, envelope or label, if desired. More Info:
- Use the Top Producer Editor to change formatting, style and content.
- Add and remove merge codes.
- Add marketing links.
Click:
- Done to save the mail out and close.
The mail out is saved and can be accessed from the Activities Summary screen.
- Print Now to print the mail out for the selected recipient(s).

Tips:

If printing a letter, you will be offered the option of printing either a label or an envelope to accompany the letter (at the bottom of the Preview Activity screen). For more information on printing matching envelopes and labels, see "Printing Letters, Envelopes and Labels".
If after printing the mail out you are satisfied with the result, you can click the Mark Done link on step 3 of the wizard. This will mark the activity done and prevent the mail out activity from appearing on the Activities Summary screen.

- Print Later to specify a date, description and who you want to assign the mailing to.

The mail out is saved and can be accessed from the Activities Summary screen.