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Spectra:
myStratus:

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Video Information

Reference #: SPTV 6-102
Created: 00.00.00
Last Revised: 07.31.13

Form Letters

This video shows you how to design professional form letter templates that can be printed or sent to your clients by email or text message.

Please note: Because we are continually updating our library of training videos as new versions of our software are released, this video will likely show an older or newer version of StudioPlus Spectra/myStratus than you have installed. Don't worry! The video will still give you a great overview of this feature.

 

Outline:

1. Creating Form Letters
   1. Tools > Form Letter Builder
   2. Add New Form Letter
      • Description
      • Filter type
   3. Text Letter Editor
   4. Add Merge Data
   5. Letter Properties
      • Email subject line
      • Page margin
      • Page orientation
2. Email Form Letters
   1. Single Email
   2. In Bulk
3. SMS Text Messages
   1. Single Message
   2. In Bulk
4. Print Letters
5. Triggers

Additional Information

» Next video - "Phone Calls"
» Spectra Training Checklist
» Online Help topic(s) - Form Letter Builder, Sending Email, Sending SMS Texts, Communication Wizard, Triggers