Discover how to send personalized letters to multiple recipients in Breeze. Simply find your list, export it as a "Letter," customize, and download in Word format. For reusing letters, copy the text into an email template for future use.
For situations where printing out a physical letter is needed, users can write a single letter in Breeze to a list of desired recipients. Breeze will then generate a unique letter for each recipient, customized to that person (e.g. each letter greets the recipient by name). To write and generate letters from Breeze:
- Pull up the list of people you'd like to create a letter for (by running an advanced search, searching by tag, or another method).
- On the right, click "Export."
- Select "Letter" from the dropdown list.
- Compose your letter and click "Download."
Looking for details on emailing people instead? See Email People.
Saving a Letter as a Template:
You'll notice that when composing a Letter within the Letter Export, there is no functionality to Save a Letter Template. Because of this, the suggested work-around is to Compose your Letter within the Letter window (w/ all necessary Mail Merges) > then Copy/Paste that verbiage into the Email compose window and Save it as a Template! Whenever you need to recall this letter in the future, simply load it from the Email Templates and copy/paste it back into the Letter window!