Difference between revisions of "Emails Letters and Mailing Lists-Send Communication by Delivery Preference"

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#REDIRECT [[Send Communication by Delivery Preference]]
  <div style="text-align: left;">[[Emails_Letters_and_Mailing_Lists-TableOfContents|Table of Contents]] | [[Emails_Letters_and_Mailing_Lists-Schedule_an_Email|Previous]] | [[Emails_Letters_and_Mailing_Lists-Selecting_Recipients|Next]] | [[Emails_Letters_and_Mailing_Lists-Index|Index]]</div>
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    <span>[[Emails_Letters_and_Mailing_Lists-Communication_Basics|Communication Basics]]</span> : Send Communication by Delivery Preference</div>
 
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  <div style="font-family: Cambria; font-size: 18pt;"><span id="wwpID0E0YGB0HA">Send Communication by Delivery Preference</span></div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0XGB0HA">A single communication piece may be sent out to members by their preference of delivery: mail, fax, or email.  When using the </span><span style="font-weight: bold;">Preferred communication type</span> selection under <span style="font-weight: bold;">Communication-&gt;Form Letters</span> the appropriate output will be developed for each recipient based on the member’s database fields.</div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0WGB0HA">If addressees are selected as individual reps (by choosing the selections in the </span><span style="font-weight: bold;">Add Representatives</span> section) the preference as specified on their <span style="font-weight: bold;">Reps</span> tab in the <span style="font-weight: bold;">Contact Preference</span> field will be used.  </div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0VGB0HA">If addressees are selected as member companies (by choosing the selections in the </span><span style="font-weight: bold;">Add Members</span> section) the preference will be determined automatically according to the information specified on their <span style="font-weight: bold;">General</span> tab.  If an email address exists, this will be the automatic first preference.  If no email address exists, a complete mailing address would qualify as the next preference.  Fax would be the last automatic preference. See FAQ “<span style="font-family: Calibri; font-size: 11pt;">How is the Contact Preference Used on the Reps tab</span>?”</div>
 
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        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0UGB0HA">Click </span><span style="font-weight: bold;">Communication</span> in the left-hand menu.</div></td>
 
      </tr>
 
    </table>
 
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        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0TGB0HA">Click </span><span style="font-weight: bold;">Form Letters</span>.</div></td>
 
      </tr>
 
    </table>
 
  </div>
 
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        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0SGB0HA">Select desired recipients</span></span>.</div></td>
 
      </tr>
 
    </table>
 
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        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0RGB0HA">Select </span><span style="font-weight: bold;">Preferred Communication Type</span> as the way to <span style="font-weight: bold;">Distribute By:</span></div></td>
 
      </tr>
 
    </table>
 
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        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">5. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0QGB0HA">If applicable, click </span><span style="font-weight: bold;">remove</span> next to those identified under <span style="font-weight: bold;">Preferred Communication Type</span> as having no contact info, duplicate, or invalid info.</div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0PGB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Send_Communication_by_Delivery_Preference-Communication.1.008.1.jpg]]</span></div>
 
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        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">6. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0OGB0HA">Click </span><span style="font-weight: bold;">Continue</span>.</div></td>
 
      </tr>
 
    </table>
 
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        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">7. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0NGB0HA">Compose the letter</span></span>.</div></td>
 
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        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">8. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0MGB0HA">Click </span><span style="font-weight: bold;">Print Letters, </span>complete the <span style="font-weight: bold;">Print Options</span> selections and click <span style="font-weight: bold;">Continue</span>.</div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0LGB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Send_Communication_by_Delivery_Preference-Communication.1.008.2.jpg]]</span></div>
 
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E0KGB0HA">Figure 1-4 Print Options selections</span></div>
 
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        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">9. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0JGB0HA">Preview the letters on-screen.  Select </span><span style="font-weight: bold;">Print Preview</span> if desired to view the formatted output and <span style="font-family: Calibri; font-size: 11pt;">remove unwanted headers and footers</span> if applicable.</div></td>
 
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        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">10. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0IGB0HA">Close the letter-printing windows and return to the letter composition window.</span></div></td>
 
      </tr>
 
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  <div style="margin-left: 18pt;">
 
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        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">11. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0HGB0HA">Click </span><span style="font-weight: bold;">Print Labels, </span>complete the <span style="font-weight: bold;">Mailing Label Options</span> selections and click <span style="font-weight: bold;">Continue</span>.</div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0GGB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Send_Communication_by_Delivery_Preference-Communication.1.008.3.jpg]]</span></div>
 
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E0FGB0HA">Figure 1-5 Mailing Label Options</span></div>
 
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        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">12. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0EGB0HA">Preview the labels on-screen and then select to print.  Ensure that your print selections are set with </span><span style="font-family: Calibri; font-size: 11pt; font-weight: bold;">Page Scaling</span><span style="font-family: Calibri; font-size: 11pt;"> set to </span><span style="font-family: Calibri; font-size: 11pt; font-weight: bold;">None</span>. </div></td>
 
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  <div style="margin-left: 18pt;">
 
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        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">13. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0DGB0HA">Close the label-printing windows and return to the letter composition window.</span></div></td>
 
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  <div style="margin-left: 18pt;">
 
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        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">14. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0CGB0HA">Click </span><span style="font-weight: bold;">Continue&gt;&gt;Faxes</span>.</div></td>
 
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  </div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0BGB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Send_Communication_by_Delivery_Preference-Communication.1.008.4.jpg]]</span></div>
 
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        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">15. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0AGB0HA">Make any modifications to the </span><span style="font-family: Calibri; font-size: 11pt;">fax output</span>.</div></td>
 
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        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">16. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E06FB0HA">Click </span><span style="font-weight: bold;">Print Fax Content</span> and/or <span style="font-weight: bold;">Download Fax List</span>.  Read more information on <span style="font-family: Calibri; font-size: 11pt;">fax output options</span>.</div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E05FB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Send_Communication_by_Delivery_Preference-Communication.1.008.5.jpg]]</span></div>
 
  <div style="margin-left: 18pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
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        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">17. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E04FB0HA">Click </span><span style="font-weight: bold;">Continue&gt;&gt;Emails</span>.</div></td>
 
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  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E03FB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Send_Communication_by_Delivery_Preference-Communication.1.008.6.jpg]]</span></div>
 
  <div style="margin-left: 18pt;">
 
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        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">18. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E02FB0HA">Make any modifications to the </span><span style="font-family: Calibri; font-size: 11pt;">email output</span>. Make sure to type a subject line.  <span style="font-family: Calibri; font-size: 11pt;">Add attachments</span> and links as desired.</div></td>
 
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        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">19. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E01FB0HA">Click </span><span style="font-weight: bold;">Send Email</span>.</div></td>
 
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    </table>
 
  </div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0ZFB0HA"> </span></div>
 
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Latest revision as of 20:47, 29 December 2015