EventPro Planner Manual

Create Letter Templates

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Create Letter Templates

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Create Letter Templates

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Use letter templates to format the documents you use most frequently, such as thank-you letters, invitations, contracts, feedback forms, invoice reminders, holiday greetings and more. Once you have created the template, you can add fields to merge additional information from other areas within EventPro Planner.

1.Select Setup | Letter/Labels Templates from EventPro Planner’s main menu.

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2.In the upper left corner of the Letter/Label Templates screen, select Letter Templates from the drop-down list.
3.Click the New button to the right of the selection grid.
4.The Letter Template [New] window appears.

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5.Enter a Letter Code, e.g. Attendee Thank You, Evaluation, Sponsorship Invite, etc.
6.Enter a Description, e.g. Attendee Thank You Letter, Event Evaluation Letter, Sponsorship Invitation, etc.
7.Select a Communication Reference from the drop-down list, if applicable.  You would have created these Communication References earlier under Chapter 2: Setting Up EventPro Planner, Step 5: General Lookup Tables, Communication References.
8.The Letter Content field below will be blank and you cannot type in the space.  This will preview the content of the letter once you have added it.
9.To add content, click Edit Letter Content.  To learn how to create letter templates with merge fields and other advanced features in the Word Processor, see the instructions under Word Processor below.