Creating Bulk Mailings

There are two ways to send a bulk mail in PCRecruiter: mass emailing, or mass printout for postal mail.  Both of these methods require that you have:

a rollup list created including all companies/names you wish to mail to (see Create Rollups)
a properly configured email program or Word Processor (see Set Up MAPI Email)
a form letter to send

To create a bulk mail form letter, follow the steps below.

1) From the 'Names' or 'Companies' tab in PCRecruiter, click the 'Letter' button to reach the form letters screen.

2) From the 'Form Letters' screen, you can create your mailing, typing text into the white area and using the word processor-style buttons provided to assist in formatting your text..

3) In the 'Edit' menu, you will find a list called 'Insert Fields'.  This list contains all of the standard fields in your name and company records.

4) When you create a letter, you should use selections from the 'Insert Fields' list in place of the name, address, etc.   When PCRecruiter prints/emails the form letter, it will replace these variables with the proper information from the record of each company/name the letter is being sent to.

5) Once you have completed creating your form letter, click 'Save' if you wish to reuse the letter later.

6) Decide if you wish to email the letter, or print it out for postal mail.

7) If you wish to email the letter, go to the 'Bulk Email' menu and select a Names or Companies list to send it to.  Members of the list with no email address in their record will be ignored by the mailer.

7a) If you wish to attach a file to the email, locate it using the 'Set' button and check the 'Include Attachment with Letter' box.

7b) Click the 'E-Mail' button to send the form letter to your selected recipients.  PCRecruiter bulk emails are sent as "blind carbon copies", so that no recipient will see any email address but yours and his own in the header of the email.

8) If you wish to print the letters for bulk postal mailing, go to the 'Mail Merge' menu and select a Names or Companies rollup list to send the letter to.

8a) Click the 'Print/Fax' button to send the form letter to your default print/fax software (Microsoft Word for example).   PCRecruiter puts each letter on a seperate page, filling in the proper information from the Name/Company record where you have used items from the 'Insert Fields' menu.