Connection Card Pro Help & Documentation

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

• Select Group this mailout is going to.
• Choose your letter template from the drop-down menu.
• Choose your letterhead if that has been created or chose to print on a blank page if you have preprinted letterhead you will be printing on.
• Generate Report.
• Print your letters.