The example below is a customised letter sent to all clients where the client partner is Brad Pitt, and the Questionnaire is set to Business.
This can be done by creating Client Lists.
Go to Client Lists, select Save As and assign a name to your report.
Set your Filter Criteria, these will select the set of clients to whom you need to send letters.
The criteria to select for this example report are:
Client:Attributes:Partner .. IS .. Brad Pitt
Client:Attributes: Questionnaire .. IS .. Business
Each criteria describes how to locate it, e.g. Client:Attributes:Partner is found by expanding the Client section on the left side, then expanding the sub-section named Attributes, expanding the Partner attribute, and double-clicking on Brad Pitt. Confirm the Operator is set to IS, then click OK and it will appear on the right side as a criteria.
Ensure all criteria go under the 'Select WHERE', not under the Or WHERE.
Click the Save button.
Set the Output Fields, this is the information you want to see about the set of clients.
Click the Fields button.
Select your Output Fields by expanding the appropriate section on the left, and dragging the field over to the right side. As above, the name of each field shown below describes how to find it.
The Output Fields you select will be available in MS Word as merge fields to insert into your letter.
Press Save to save your work so far.
Click Run button to run your report, as shown below.
A sharp grid will appear, to display the results found. Notice the number of clients is shown in the bottom left corner of the window.
Click the Word button to merge to MS Word.
If this is your first time running these reports, click Create a NEW document. The next time you can link to one you have created and saved.
Click OK.
In MS Word, compose your letter.
Click into the Mailings toolbar, then click Insert Merge Field. The fields listed are all those selected in the Output Fields of the Client List report created above.
Click into position in the letter, then click Insert Merge Field, and click on the field you want to insert.
Remember to save your Word document as a .DOCX file.
Click Finish and Merge button on the right side of the Mailings toolbar to produce the finished letters.
If you would like to send the merged document via email, go to Mailings, Finish & Merge, Send Email Messages and choose your merge field which contains the client email.