First, go to the Create Campaign page for the Letter Campaign.
You can access it through a Person's Page or through the Campaign tab.
You need to Create the Template first.
Create your Template in the Type your Letter ... section, near the bottom of the page.
Your Letter will have a Character Limit you must stay in.
Your Exact Character Limit will vary depending on the Size and Style of Font you use.
There is a Counter below the Type your Letter ... section to help you stay within the limit.
Once you Create your Message.
You can choose the Type and Size of the Font you want to use.
Below the Type your Letter ... section.
You will see a button that says VIEW FONTS.
Click the VIEW FONTS button and a new window will open.
This will give you a Preview of all of the Fonts.
Click on the Bar to the left of the VIEW FONTS button to choose the Font you want to use.
Click on the Bar to the right of the VIEW FONTS button to choose the Size of your Font.
Above the VIEW FONT, you will see 3 Options you can make:
- Include First Name as first word in the Letter
- Include your Letter Signature
- Include your Logo as a Header
Include First name as first word in the Letter:
If you select this Option. The receivers First Name will appear at the top of the Letter.
Include your Letter Signature:
If you select this Option. The Letter Signature you uploaded into your Profile will appear at the bottom of the Letter.
Include your Logo as a Header:
If you select this Option. The Logo you uploaded into your Profile will appear at the top, center of the Letter.
Once you've made your selections.
Click the SAVE button in the top left corner of the page.
Saving your Letter allows you to Preview and Save it as a Template.
Click on the Menu Icon near the top left corner of the page.
A menu will open.
Click on the Preview item.
A new page will load.
Sometimes the PDF Preview does not automatically load.
Click the Generate the PDF...click this link to view item near the bottom left corner.
That will open up the PDF Preview Window.
Click the EDIT button near the top left corner to go back and make any Changes you want to the Letter.
Once your Template is Created and you've clicked the SAVE button.
You can now Save it as a Template.
Click the SAVE AS TEMPLATE button near the top left corner.
Your Template will now appear at the top of the Template Menu.
In the Custom Template section.