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Struggling with Creating a New Letter in P3?

In summary, to access the letter creation feature in P3, click on the "Communicate" tab and select "Letters" from the drop-down menu. You can customize the design and layout of your letter, address it to a specific recipient using the "Insert Fields" feature, and save it as a draft for future use. P3 also offers a "Mail Merge" feature to send the same letter to multiple recipients.
C
CheraCole
6
Can anyone assist me with creating a new letter in p3? I have found where I can go in and edit the ones that are already there but I'm having difficulty in creating my new one.

I am trying to make a thank you each customer that tells how much free product their host earned, etc. The merge fields are not changing when I choose a different host! I get the same exact letter no matter what.

I know I could just do it in Word and fill in the unique spots each time but it seemed so much more convenient (before I started this project!) to have P3 do it for me!

Thanks for your help! :)
Chera Cole
 
Have you asked Tech Supoort?
 
  • Thread starter
  • #3
No, I haven't talked with Tech Support yet. I guess that's my next step. Thanks for the suggestion! :)
 

Related to Struggling with Creating a New Letter in P3?

1. How do I access the letter creation feature in P3?

To create a new letter in P3, simply click on the "Communicate" tab at the top of the screen. Then, select "Letters" from the drop-down menu. This will open up the letter creation page.

2. Can I customize the design and layout of my letter in P3?

Yes, P3 offers a variety of templates and customization options for your letters. You can choose from different fonts, colors, and layouts to best fit your needs and brand. You can also add your own images and logos to personalize your letter.

3. How do I address my letter to a specific recipient in P3?

When creating your letter, you can use the "Insert Fields" feature to automatically populate the recipient's name and other information. This ensures that each letter is personalized and addressed correctly.

4. Can I save my letter as a draft and come back to it later?

Yes, P3 allows you to save your letter as a draft and come back to it at any time. Simply click on the "Save" button at the bottom of the page. You can access your saved drafts by going to the "Letters" section and selecting "Drafts" from the drop-down menu.

5. How do I send my letter to multiple recipients in P3?

P3 offers a feature called "Mail Merge" which allows you to send the same letter to multiple recipients at once. You can import a list of email addresses or contacts and P3 will automatically personalize each letter with the recipient's information.

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