Letters»Quick Start Guide

Quick Start Guide

Sending letters from fmSpark

This Quick Start guide assumes that fmSpark has been correctly integrated with your existing Contact Management Software (CMS) or that you're still playing around with the SampleContacts.fp7 file included with fmSpark In this guide, we'll be using the sample Contact Management file that ships with spark.

Step 1. Building a contact list

Open your Contact Management file. Perform a find or otherwise gather a found set to which you want to send a letter. Click the blue "Create Letters" button or the equivalent (it may be a menu command). Check with your local administrator to be certain. This will open fmSpark and send it the found set of contacts.

Step 2. Select a template

From the "Create New" window, select a letter template to use.

Then, click "Create" in the lower right of the screen. This will take you to the Compose screen.

Step 3. Edit the template: optional

Enter your letter content into the text areas provided. The exact position of the text content will depend on the selected layout, as some templates have different sections, but usually the main letter content will be in somthing like "Letter Content":

If your template uses images, you can enter and edit them on the Images tab just above "Letter Content" in the screen shot above. You may enter merge values by pressing Control-I (PC) or Command-I (Mac), which will show you the Specify Field window.

At any time, you may press the "Preview" button to see how the letters look. When you're satisfied, click the "Merge" button to merge your contacts' data with the template.

Step 4. Reviewing your letter

Once you've merged your data with the letter you can review each message that was generated. You can even make per-message adjustments as necessary (e.g. adding a special sentence to someone you know personally). Click on any contact in the Recipient List to review their instance of the letter.

Remember, if you need to make global changes to the draft, click "Revert" in the upper left. This will bring you back to the Compose screen (and erase any personalization you may have done). If you close fmSpark altogether at this point, your draft will be listed on the "Open Recent" screen. You can get to this Open Recent screen from fmSpark's Welcome screen, or from the fmSpark menu.

Step 5. Printing

Click "Print Letters" when everything looks good. After all letters have been printed, the "Completed" checkbox will be checked. If you don't print, but you want to mark the letters completed anyway, you can mark this checkbox manually. After a letter has been marked completed, it can be reviewed in the "Open Recent" screen provided "Include completed mailings" is checked in the upper right of that screen.

Step 6. Printing envelopes or labels

At any point before closing fmSpark you can create a new merge for the same found set of contacts by selecting "New" from the fmSpark menu.

This will present the same template selector as in step 2 above, and you can now select a different template such as an envelope or label to accompany your letter. You'll follow similar steps in merging your data with that label or envelope template. And if you happen to close fmSpark first (so that it "forgets" your found set of contacts, you can always start again from your found set of contacts, creating labels in fmSpark right from your contacts.


Page URL: http://docs.proofgroup.com/fmSpark/en/1.0/Letters/QuickStartGuide