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   To register a new event letter:

1. From the Navigator, choose Events -> Letter.

2. Define the name of the letter for the event.

3. Provide a description of the letter.

4. Provide a file name for the letter, such as <your event letter>.doc, conforming to the 8 character or less filename convention.

5. Define the word processor.

Select from the list of values.

6. Save the letter information.

The Letter Code field automatically displays a new letter code.

7. Your name defaults as owner of the letter. You can select from the list of values to change ownership.

8. Check the Public check box if you intend this letter to be edited for public use (for example, to make it a letter that can be revised by all users for some generic purpose).

Making a document Public means the document is editable by all users.

9. Select the country in which the letter will be sent.

10. Select the language in which the letter is written.

The Language field does not change the language in which the letter is sent. If you have sets of letters that you create in multiple languages, use this field.

11. Choose Save on the toolbar to add the new event letter to the database.

   To create a new letter:

1. Choose the Create Letter button.

2. Edit the letter as you would any Microsoft Word document.

Make sure that you observe the integrity of any merge file tokens.

3. Choose Merge File from the toolbar.

4. Include a letter code within the body of the letter.

The letter code is used to identify the letter in merge operations.

5. Choose Save on the toolbar to add the new letter to the database.

   To edit a selected letter:

1. Bring up the letter, querying by Letter Code, by Letter Name, or by file name.

2. Choose the Edit Letter button.

3. Edit the letter and then save the edited version.

4. Choose Save on the toolbar to add the edited letter to the database.

   To associate a letter with a script:

You can associate a certain letter code with the call in number for a telephone script. You may have a mail blitz followed up with a telephone script campaign.

1. Select the code, name, and type of call script. You must use a currently registered call script. Select from the list of values.

2. Save the record.

The script is associated with that letter.

   To process a mail merge:

1. From the Navigator, choose Events -> Offering -> Letter tab.

2. Select an action type. You can select one of two choices:

Specified Date The letter identified by letter name and letter code is sent to all event enrollees whose enrollment status matches the value in the Enrollment Status field the first time you print event letters, following the date entered in the Mail Date fields.

Status Change: The letter identified by letter name and letter code is sent to all event enrollees whose enrollment status changed to the value in the Enrollment Status field since the last time you printed event letters. The Mail Date field is not applicable in this case.

3. Enter the letter code or select from the list of values.

When you select a valid code, the name of the letter appears in the Name field.

4. Designate the status on which the letter should be sent. State that the letter should be sent to Registered, Enrolled, Wait Listed, etc.

5. Select a mail date for the merge.

If you have selected Specified Date, and you want to start the merge now, select today's date for the merge.

6. From the Navigator, choose Events -> Letter Merge.

In the Merge window, you'll see your job cued up.

7. Choose the Merge button.

The Merge button opens Microsoft® Word 7.0. Your merge file is incorporated with your eligible enrollees from your event roster. You can inspect each record in the file.

8. Choose Print from the Microsoft Word File menu to print the merge.

The letters are printed at your printer path designation.