There are two places to find and print the Letter from the Heart. The mail merged version with your contacts pulled directly from the myClients database and the MSWord version is not mail merged.
To edit and print from myClients:
1. Open myClients
2. Find the Letter Template
In myClients, go to Settings along the top and select Letter Templates
- Click the Samples button
- Choose the Letter From the Heart for the appropriate month:
- Click on the name to open the editor.
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 My Marketing section of the HOME page, and click Newsletters & Postcards and then select the Letter From the Heart option.
2. Select Month
From here you can select and download the month you are looking for.
4. Edit
Once downloaded, open the file to edit. Red text indicates areas that will need your name or your client's name added.
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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