How to send out Customer Letters

Swim has the capabilities of generating and customising Customer Letters, using your Swim customer database as the base of the recipients. Swim will generate the customised letter as a printable document for you. So you can send the document straight to your printer which will print the required amount 


You can access Swim's Customer Letters feature under Customer Menu, Customer Letters. Once here, you can begin the customisation of your customer letters. 
 
Selecting Recipients:
 
Clicking on the Recipients dropdown will give you a list of different customer groups. Some of these groups are very specific, such as 'Customer's with Birthdays on this Month.' Where-as others are more broad, such as 'Best Customers' or 'All Customers.' If you find that the pre-defined customer groups do not exactly match what you are looking for, you can always select 'Customers' and then manually select the customers you with to mail. If you wish to mail just a single customer, you can click 'Customer.'
 
Customising the Letter:
 
You can customise the letter print-outs margins for things like custom-made borders or for a neater look. 
You can further customise areas such as alignments of text and whether body texts (such as shop or customer details) are included on the print-out.
More specifically, you can customise the message body of the letter by using the drop-down options and by clicking the 'Enter Letter Body' button. The 'Enter Letter Body' button will bring up a new window for you to type in your specific letter message. 
 
Saving and Loading Letters:
 
When you have finished customising the letter, or if you need to take a break from the task, you can save the letter templates with a specific name. To save a letter template, click 'Save As' in the black bar of the letter options and then give the template an appropriate name for referencing.
You can then load this template later by selecting the letter template name from the drop-down in the same black bar and clicking 'Load.'
 
Printing the Letters:

Printing the letters is quite straight forward but will require an A4 printer to be locally connected to the computer you are printing from. With your appropriate template loaded, click the 'Preview Customer Letters' button in the bottom bar of the page. From this window click the printer icon and select your A4 printer to begin printing. You may want to check to make sure your desired customers are all loaded before printing.
 
Further Tasks:

With the letters printed you will be able to fold the paper up and insert it into an envelope. If required Swim can print envelope labels for you that will include the Customer's name and Address for easy mailing. This saves you the hassle of writing out each Customer's info on each envelope. For this you will require special label paper and you will need to insert it into your A4 printer. With the recipients and template loaded, you simply need to click 'Preview Customer Labels' in the bottom bar of the page and then follow through with the document printing.