Connection Card Pro Help & Documentation

Last Updated: Oct 3, 2023 3:21 PM

Letterhead Templates

Connection Card Pro’s Letterhead Template is a great feature for customizing your own letterhead, which you can then mail merge with your letters also created in Connection Card Pro! Making changes to your letterhead is easy when you need to change the website, logo, phone number or other lines in your header or footer. You can make those changes here quickly, keeping your letterhead always up to date and saving money on ordering more printed letterhead!

Connection Card Pro’s letters and mailing features include everything needed for your mailouts! Create your custom Letterhead and Letter templates right here, with the option to add Digital Signatures to your letters, along with adding links and images. In Communications > Letters & Mailings > Generate Letters you can “mail-merge” names and addresses from your database to your letter template and your custom letterhead template.

To Create a Letterhead Template

From the menu:
Communications > Letters & Mailings > Letterheads

Use your Letterhead Template(s) to merge with your Letters when you do a mail merge. You can mail merge your letters from Communications > Letters & Mailings > Generate Letters.  See our help documents on mail merging

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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