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Step 5 – Log Mailing as Sent

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Once the mailing is complete, it should be logged as sent. The mailing will then show as a communication entry on the Communications tab of each contact included in the mailing.

1.Click Log as Sent

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2.Enter the date the mailing was sent out.  It will default to today’s date.  Click OK.

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3.If your organisation is using communication categories, then click Yes and select a category.  Otherwise, click No. Categories are a great way of organising your communication entries.

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4.The mailing stage will be set to Mailing Sent + Logged

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5.An entry will be added to the Communication tab of each contact record in the mailing. If the mail merge document was logged it will be attached to the communication entry.

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