Step 5: Send participant letters

Once you have created your letter, you can send it to the participants.

Use the 'Add mailing' button in the mailings menu.

First you have to choose your template.

After chosing the template you get this question:

Choose 'Yes' if you only want to send it to participant that didn't get this letter yet.
Choose 'No' if it doesn't matter if they already received the letter.

Template
Choose your template from the template pulldown.

Mailing status change
Choose the participant mailing status after sending the mailing if you want to cange it.

Filters
Recipients
Select to whom you want to send the letter 

Registration status
Choose to send your letter to participants and/or participants of a group

Category
Choose the category of the participant

Balance
Set the balance of the participant

Way of payment
Choose the way of payment of the participant

Manual payment
Select to send the letter to the type of manual payment you added to the participant

Registration type
Select the registration type

Registration event
Choose which registration event the participants should have to receive the letter

Date of Submission
You can set you filter on the submission date

Templates sent
If you choose Yes at the first question you got 'Do you want this mailing to exclude recipients who have this mailing already?', the checkbox for this letter is disabled

Templates not sent
If you choose Yes at the first question you got 'Do you want this mailing to exclude recipients who have this mailing already?', the checkbox for this letter is already checked

Current mailing status
Here you can set the filter for the current mailing status of the participant you want to send the letter to

At the top of the recipients filter overview screen, you can see how many participants are in your filter.

By clicking the 'Preview & Send' button in the bottom of the screen, you can preview your selection. You can uncheck the boxes of participants that are in your filter, but you don't want to send the letter to (yet).

After the emails are sent, you can click in the column 'Sent to' on the # of recipients the mail was sent to, to view the participants.

If new participants are connected to your mailing filter, you can send the same email to them as well. Simply by clicking the 'New in filter (#)' button.

Custom mailings that have never been sent out can now be removed from the mailing list altogether. To do so, simple click the trash can icon next to the name of the template. Once a mailing has been sent out, removing it is no longer possible.

If one letter has been sent several times to (different) participants, rather than listing each separate mailing in the order they were sent in, mailings are now grouped together, with only the last sent mailing being shown by default.
To see more information about each mailing, simply click the plus icon on the right side of the list. You will then be able to see a complete overview of each time this mailing was sent out.