Creating and Printing an Outreach Postal Mailing
Market: Federal/State/Local, House, Senate
Description: These instructions teach users how to send printed outreach materials.
Create an Outreach Postal Mailing
1.Navigate to Outreach > New > Targeted Mailing.
2. Choose the content type (e.g., HTML Form Letters, All Form Letters or Form Letter Template) that is appropriate for this mailing. In this example, we will use Form Letter Template.
3. Search for and click the form letter or format link. Click Select.
4. The Full HTML Editor page is displayed. Enter or paste the content of your letter. Use the editor options to insert images and determine formatting. Click the Save button to save your content and close the HTML Editor.
5. Click the Select Audience button to go to the next step.
6. The Start With field defaults to All Contacts with Email Addresses. You may select an existing Audience or create a new audience in the Include and Exclude Criteria fields.
7. From the Postal Filter select from the following:
Individual: one record per contact in the audience
Household: one record per family
Head of Household: one record to the contact notated as head of household
Unique Address: one record for the same mailing address.
8. Click the Review button to go to the next step.
9. In the Start field, select from the following:
Build Only: IQ will build the mailing and you will have to come back later to manually print
Build and Split into Printed and Email: IQ will build and email the mailing to those with valid email addresses and print the mailings for those without email addresses.
Build and Print: IQ will build and print the mailing
10. Click the appropriate button to complete your build.
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