Letters can be sent the same way as any other message content. Entries for all letters will be added to contact activity for that contact.
Horizon doesn't send the letters, but creates a file at the end of each day. This files contains a list of members who require a letter, plus the information from the letter. This file can then be processed by a third party system responsible for creating the physical letters.
Alternatively, a letter can be sent from a contact record in the customer service screen. Ensure you add the Letters licence to a user's account, to allow them to send letters via the customer service screen.
How to create a letter
- Click the Content tab.
- Create a message as you would normally do, until you get to the 'Message content' section. For tips, read Creating an email message - the basics
- In the 'Channel selection' section, tick the letter box
- In 'Letter type' field, give your letter a name.
- Enter the content you want. You can use smart inserts here, to automatically add data about your customers. For more on smart inserts, read Automatically populating content with smart inserts.
Below is an example:
To send the letter, use one of the options below:
If there are specific conditions for the contacts that get sent this message, you could schedule this message. Take a look at Creating scheduled messages