How To Create Mailers (Prospect By Buildout)

Go to the "Lists" page from the left-hand menu.
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On the "Lists" page, click the context menu of the list to create mailers.
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Select the "Create Mailers" option.
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This brings to the Mailers Index page, where you can create a template or edit a letterhead for your mailer. Click "Edit Letterhead" to customize the letterhead for your mailer.

Click "Upload Logo".
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Add text by typing or selecting from the drop-down for letterhead of choice.

Click "Save Letterhead".
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Click the "New Template" button to view the created letterhead and begin composing your letter.
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Enter the new letter template name.
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Click the "Create and Edit" button.
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Create the mailer using free text and dynamic fields on the modal's right. Place the cursor where you want to insert a dynamic field.
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Select the field on the right to add to the letter.
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Note: After adding the dynamic field to the letter, do not alter the text inside the curly brackets.
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After creating the letter, click "Save Preview" to save it.
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Click "Download All" to download letters for all recipients, or "Download" to download each letter individually.
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Enter the name for the mailer export.
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Click the "Download as Docx" to download the letters into a single file. or choose "Download as PDF".
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A notification will appear at the bottom-left showing the download is in progress, where you can click "Profile Settings" to go directly to the mailers export page.
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Or, navigate to Account Settings>Profile Settings>Exports
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Select the "Mailers" tab.
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Click the "Download" button".
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Choose your download format: DOCX for printing multiple letters at once, or separate PDFs for individual printing.
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Go to the "Lists" page from the left-hand menu.
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On the "Lists" overview page, click the name of the list to create mailers.
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On the selected list page, click "Create Mailers".
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Or in table view:
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Refer to Step 4 and subsequent steps in part A of this article.