Connection Card Pro Help & Documentation

Last Updated: Aug 8, 2023 9:33 AM

Generate Letters for Mailings

Connection Card Pro’s Letters features include everything needed for your mailouts! You can create a custom Letterhead template, along with creating Digital Signatures to add to your letters, and the ability to mail-merge names with addresses from your database to your letters.

After composing your letters and creating a custom letterhead template, if desired, you can start your mail merge. If you will be sending out the exact same letter on different occasions with no changes needed to your letter, you can go here to Generate Letters to create your mail merge.

You can compose your Letter in Communications > Settings > Manage Letters and create your letterhead template in Communications > Settings > Manage Letterhead. 

To Generate and Mail Merge Letters

From the menu:
Communications > Settings > Generate Letters

If you still have questions or require additional help, please contact our support team by clicking on the Help button > Contact Support.
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