First Letter invitations

First Letter invitations

Most customers send their First Letter invitations to members to participate in a campaign by email.


To send your First Letters via email:
From  the email menu you can choose to compose a new email, use a previous one that you sent in the past, or use one of the templates.

To use a previous email that you sent:

Go to Emails => choose "Drafts and Sent" and then scan through the First Letter emails you sent last year. Select one and click the "Reuse" icon.


Test by emailing the letter just to yourself before sending to all members.


Alternatively, you can send paper letters with a printed member list to your members.

Sending paper printouts for your First Letter:
Go to Letters => First Letters PDF or, if you'd like to use Word's features and generate the letter using mail merge, create your own First Letter in Word. Then download an Excel spreadsheet with the First Letter info for each member. Perform a mail merge using the Word and Excel files. The Excel spreadsheet can be downloaded from Letters => First Letters Excel for mail merge => [optional: Group By - Members without email] => Select All => Process => Export to Excel

In addition to this First Letter, should you require it, print a Members List so that members can be selected by those who cannot (or prefer not to) select online at PurimProject.com. 

These members can hand you their selections and you, as an admin, can easily enter their selections (within the Members page, click Selections under the Actions column). To print your

Members List go to Letters => Members List RTF. You can also generate an alternate Members List using mail merge and the Excel generated from Letters => Members List Excel for mail merge.

    • Related Articles

    • Bold Name only in Final Letter

      In the Final letter you can choose to have the name before the greeting appear in bold (some prefer it this way). You'll need to use the Export to Excel option for your Final Letters and mail-merge yourself. See How to generate Final Letters. After ...

    • Letters Overview

      The letters area can be found off the Letters menu item. First Letter The intention of the First Letter is to communicate your project to the families and their usernames and passwords, hence these letters will be unique for each family. Note that it ...

    • Display Fields

      Comsend allows you to specify how you want your members' names to appear in the various outputs: Your email invitation uses the First Letter display field The Member list uses the Member List display field The Final Letter display field is typically ...

    • How do I handle different last names in my Excel?

      An example of different last names is: Ann Goldberg & Ira Cohen The common way to handle when populating your fields in an Excel template (or when populating your member's information in Comsend) is as follows: Set the Last name field to: Cohen Set ...

    • Making Selections

      The most common way that members gain access to the Member Website is through the auto-login link that the administrator sends them via email. Alternatively members can login to the website (www.purimproject.com) using a username and password that ...