Connection Card Pro Help & Documentation

Letterhead Templates

Connection Card Pro’s Letters features include everything needed for your mailouts! You can create your Letterhead template right here. In your Letters you can create Digital Signatures to add to your letters, along with adding links and images, and the ability to “mail-merge” names with addresses from your database to your letters, along with merging your custom letterhead template

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!

To Create a Letterhead Template

From the menu:
Communications > Settings > Manage Letterhead

• Click on “Add New”
• Name your letterhead for easy retrieval.
• The Header box will fill in as you type in your Heading lines below it. This is your preview screen for your header! Your logo will not show in this header preview screen, just the typed lines.
• LOGO – Upload your logo if desired. If you have uploaded more than one image, choose the correct image to the left in the Logo line dropdown. When uploading a file/logo.
• Enter your organization’s name, website, address, etc. You customize and fill in the lines below the header box with what you want on your letterhead!
• You can also choose a few formatting options from the drop-down menus to the right of each line.
• Select if you would like a Horizontal Line in the Header area or footer, with formatting options available. If no, leave blank.
• The next large white box is your preview screen for the Footer. Type in your footer lines below it, along with any formatting options for each line to the right.
• Save.

Use your Letterhead Template(s) to merge with your Letters when you do a mail merge. You can mail merge your letters from either Communications > Settings > Manage Letters OR Communications > Settings > Generate Letters.  See our help documents on mail merging in Manage Letters or you can mail merge letters in Generate Letters.