EventPro User Manual

Creating a Letter Template

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Creating a Letter Template

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Creating a Letter Template

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1.Select Setup | Letter/Label Templates from EventPro’s main menu. The Letter/Label Templates screen appears.
2.In the upper left corner, choose Letter Templates from the drop-down list.
3.Click the New button in the upper right corner.  The Letter Template [New] window appears.

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4.The cursor jumps to the Letter Code field. Enter an abbreviated name for the template. Examples might include “Client Feedback Form,” “Thank You Letter,” “Lease Agreement,” “Contract”, etc.
5.In the Description field, enter a description of the template.  This may simply be an expanded version of the Letter Code.
6.From the drop-down list, select a Communication Reference.  You may have created Communication References earlier in the setup process under the General Lookup Tables.  Creating communication references allows you to sort and filter communications according to the content of communications, not just how the communications were sent.  For example, you could create a Communication Reference called “Invoicing”, which you can later use to create a filter that will find all emails, letters, faxes, etc. related to invoicing a certain customer.  Or you could create a Communication Reference called “Thank You Letter Sent”, which will apply to all the different types of “Thank You” letter templates you use.  You can later use this reference to create a filter that will determine which contacts or attendees have or have not received thank-you letters.  Review filtering in Introduction: Common Functions, Setting a Filter, and particularly refer to Attendees, Exhibitors, Companies and Contacts – Linked Criteria.
7.If you intend to attach this letter template to outgoing emails, you can choose whether it will be attached as a PDF or RTF attachment by default.  Select an option from the Attach As drop-down list.  You can later manually change your selection when actually attaching the letter to an email communication, but choosing the method you use most often as a default will save you time later.  The default selection you make here will appear next to the Letter Template field of the communication to which you attach this letter template; see Creating a Communication.
8.You will notice that you cannot type anything in the Letter Content space below.  This is merely a preview of the template you create, which at the moment is blank.
9.To actually create the template document, click the Edit Letter Content button in the lower left corner.
10.EventPro’s Word Processor will open.  Refer to the various instructions under Word Processor below to learn how to create merge fields, create headers and footers, add tables and more.
11.When you are done creating your document in the Word Processor, save the document and close the word processor.  You will return to the Letter Template [New] window.  Click Save.