Send a Letter

The Send a Letter feature in BigContacts helps you create and send professional letters to your contacts using predefined templates. This feature saves time by allowing you to quickly send letters directly from a contact record and maintain consistency in your communication.

1. Create a Letter Template:

   • Before sending a letter, make sure you have a template ready. If you don't have one, click here to learn how to create a Letter Template. 

2. Access Contact Record & Open "Send Letter" Menu:

   • Navigate to the contact to whom you want to send a letter. 
   • Click "More" and hover over "Send Letter" to view a list of your available letter templates.

3. Select & Open Template:

   • Click the desired template, and it will automatically open in Microsoft Word.

4. Edit & Print the Letter:

   • In Microsoft Word, make any necessary edits to personalize the letter.
   • Use the print option in Word to generate a physical copy or save it as a digital file.

That's all about sending a letter to your contacts. If you encounter any issues or have any questions, don't hesitate to reach out to our support team.