Where is the Print & Mailed Letter From the Heart?

There are two versions of the printable Letter from the Heart available: PDF and Word. The PDF version is mail merged with your contacts in the myClients database. The Word version is not mail merged.

To locate the PDF version:

1. Open myClients

2. Find the Letter Template

In myClients, click the Settings icon.

Choose Letter Templates
Click the Samples button
Choose the Letter From the Heart
Click on the name to open the editor.

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3. Edit your Letter From the Heart Template and Click on Save.

Text with percentage signs around it will auto-populate with the correct information. Not every letter will have red text that needs to be changed.

4. Mail Merge

Click here to learn how to select contacts to mail merge.

Word Version:

1. Download the word version from the website

Scroll to the 7 Essentials section of the HOME page, and click Client-Centered Newsletter.

2. Click Letters From the Heart

3. Select Month

From here you can select and download the month you are looking for.

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4. Edit

Once downloaded, open the file to edit. Red text indicates areas that will need your name or your client's name added.

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If you need additional help:

Please contact your Support team:

We are happy to help :)

support@byreferralonly.com

800-950-7325 Ex 3401

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