Connection Card Pro Help & Documentation

Mail Merge Letters

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 and custom letterhead. Mail merge your letters to send to a Small Group(s), Department(s), Everyone, Members, Parents, Event Registrants, etc.

You can compose your Letter in Communications > Letters & Mailings > Letter Templates and create your letterhead template, if desired, in Communications > Letters & Mailings > Letterheads.

After you have created your Letter and letterhead and saved both, you are ready to run your mail merge:

From the menu:
Communications > Letters & Mailings > Generate Letters

• Choose your Letter Template from the drop-down menu.
• Choose your letterhead template from the drop-down menu if you have created a letterhead template or choose to print on a blank page.
• Select from the drop-down who you are sending this letter to, such as a Group(s), a Department(s), individual names, Everyone, Members, Parents, etc.
• Select People with or without address option.
• Select if this letter is to be addressed to the person from your list of recipients or to the parents of the person in your list of recipients.
• Select any additional attendance filters if applicable.
• Click “Generate Letters”.
• Print your letters.

After printing, go to Communications > Letters & Mailings > Address Labels to prepare your labels!