What are follow-up letters?

The Follow-up Letters mail task enables you to generate timely correspondence with constituents about actions entered on the Actions tab of their constituent record.

For example, you use actions to track a solicitor's lunch meeting with a group of influential constituents. The lunch is a success and they agree to support your capital campaign. After the meeting, use the Follow-up Letters mail function to create letters thanking the constituents for the meeting and confirming the details of the actions to follow. By sending timely follow-up letters, you increase the likelihood that the constituents respond favorably to your cultivation efforts.

How to run follow-up letters:

    • In Mail, highlight Follow-Up Letters.

    • Click New Follow-Up Letters.

    • Fill out the appropriate information on all tabs.

    • Click Export or Merge.