thankQ Help

1.Click Standard Mailing under Workflow

 

 

2.Click Contacts Prepared under Workflow if not adding any further contacts to the mailing

 

 

3.Click Merge Options under Workflow after applying any required rules

 

4.Select the option for the output eg Merge to Word

5.If the following window appears notifying contact’s preferred preferences to receive communication, tick the appropriate tick boxes

6.Locate and select the template to use

 

 

7.If your system is not setup to merge automatically click Finish & Merge in Word

8.Click on Edit Individual Documents

 

 

9.Click OK

 

 

10.Print the Documents

11.Click the thankQ tab above the ribbon and Log to thankQ

12.Enter a Subject for the letters or click OK to keep existing. Click OK

13.Click Log as Sent under Workflow

14.Select a date for the mailing. Click OK

 

15.Click Yes to Assign a Category or No to continue