Run the Marketing Letters Wizard

Before following the steps below, verify that the document to be sent is available in Home Base, Utilities, General, Document Maintenance, Document Setup.

1. At Home Base, click Reports.
2. From the Options menu, select Open Classic Reports.
3. At the TAM Reports screen, click Wizards and select Marketing Letters/Notes.
4. Select whether to search customers (Marketing-Customers) or prospects (Marketing-Prospects).
5. Check any of the following that you would like to generate:
   • Letters
   • Sticky Notes
   • Activity Records Only (if this is selected, you cannot select Letters or Sticky Notes)
6. Click Next.
7. Select the desired Search and click Next.
   
   Note: The most commonly used searches are Customer-Main File and Policies-Current.
8. You are presented with a list of criteria.
   1. To select an individual criterion to modify the settings, either double click the criterion or highlight the criterion and click Modify Criteria. To allow the wizard to prompt you to modify all listed criteria, click Ask All Criteria. See Modify Criteria for more information on setting criteria options.
   2. When you have finished modifying criteria, click Next.
9. Select the Document to Merge and click Begin.
10. The search runs and a Data Preview results page appears, showing matches found for the search criteria. Any customer or prospect may be removed from the list by clicking the thin white column immediately to the left of the Key column. When a customer/prospect is marked for removal, this column displays as black. Click OK.
11. Click Yes, No, or Cancel on the Do you wish to print immediately screen. Click Yes to print them immediately, click No to print them later in Document Setup or in Close-Day, or click Cancel to cancel out of the wizard.
12. Click Yes or No in response to the Do you wish to attach the marketing letters to the client question. Click Yes to add the letters as document attachments to the clients, or click No if you do not wish to attach them.
13. Fill in the fields on the New Bulk Activity Detail screen and click OK.
14. Click Yes on the Ok to add activity message.
15. Word opens and the data merges into the documents.
    
    Note: It is normal for Word to flash once for each document that it is merging.
    
    After the merged documents are completed, Word closes.
16. Select the Close-Day letter batch and click OK.
17. Click OK on the Document successfully queued message.
18. If you selected to print the documents immediately, a Marketing Documents screen displays.
    
    Select Change Printer to change the default printer if desired. Select the Batch to print and click OK.
    
    If you decide to print the documents later instead, click Cancel.
    
    Click Yes or No in response to the Did the selected jobs print correctly question.
    
    Click Cancel to close the Marketing Documents window.
    
    Note: If you chose No to print the documents immediately when you first started this merge, you will not see the Marketing Documents screen.
19. You are returned to the main TAM Reports screen.