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Load a Group

A list of Groups is displayed with tick boxes which can be selected into the mailing

Exclude a Group

If contacts are in a particular Group that you want excluded from this mailing these can be selected

Load a Search

A saved Search can be selected into the mailing

Exclude a Search

A saved Search can be selected to exclude those contacts

Load a Mailing

A previous Mailing can be selected into the mailing

Exclude a Mailing

A previous Mailing can be selected to exclude those contacts

Load a Single Contact

A single Contact can be selected into the Mailing

Exclude a Single Contact

A single Contact can be excluded from the Mailing

Load a Power Search

A Power Search can either be selected or created and loaded into the Mailing

Exclude a Power Search

A Power Search can either be selected or created and loaded into the Mailing to exclude those contacts

Exception Report

An Exception Report can be created showing the Do Not Mails etc

Load from Excel Selection

Highlight a list of serial numbers in a spreadsheet to load into mailing

Exclude from Excel Selection

Highlight a list of serial numbers in a spreadsheet to exclude from a mailing

Load from Clipboard

Allows you to copy a list of serial numbers into the clipboard and then add these to a mailing.

Exclude from Clipboard

Allows you to copy a list of serial numbers into the clipboard and then remove these from a mailing.

Clear out Mailing

Use this option to clear out all the loaded contacts

Load Pledge Reminders

Use this option to load Pledge reminder letters. These are for contacts who have cash or cheque pledges.

Load Pledge Acknowledgements

Use this option to load any contacts who have been set up with a Pledge and they require an acknowledgement letter

Load Receipt Summaries

Use this option to load all contacts that are flagged to receive end of year Tax Receipts

Load Invoices

Use this option to load any Invoices