Quick Process

  • Search members you wish to send the email or letter to
    • Use one of your Saved Searches or Build Search or search for an individual member
  • From the Members List View screen select Mail from the main menu
  • The Mailing List window will open, select the number of members (customers) you wish to mail to


  • Select your letter template from the drop menu
    • For new letter templates:
    • Select the Create/Edit button, then give your letter a name
    • Use the Create/Edit options for the header, body and footer and enter the content of each for the letter template
    • Select Save Letter
  • Select Preview Emails (or Preview Letters to print)

  • Enter an email subject in the Preview window
  • Select Send (or Print All to print)


Note: Before you preview your email or letter you can remove a member from the Mailing List:

  • Select the member you want to remove
  • Select the Remove Selected icon