Step 1: About

Please see this article for the basic set-up. Remember to set the Touchpoint as draft in order to edit.

Step 2: Timings

This step will allow you to set when you want the Touchpoint to go out. This can only be sent at a set time and date.

Step 3: Letter Properties

There are three sections to this step.

  • Notifications - If set, the CRM will send an email to the email address entered to inform the recipient that the PDFs have been generated. This email contains a link to directly download the PDF and mark it as printed in the CRM. Regardless of whether or not you set a notification the PDF file will be available to download in the PDF Log tab.

  • Label Type - This sets which type of label layout to use. There are two options, Avery L7160 (7x3, equaling 21 labels) or, Avery L7163 (7x2, equalling 14 labels). If you use a PPI image, then Avery L7163 (7x2) will automatically be used to provide more space.

Step 4: Conditions (Optional) - Touchpoints only

You can use conditions to only send your Touchpoints to certain students. For example, you could send a Touchpoint to all students with the first name of “John”. 

To do this, click the Plus icon and choose your conditions from the drop-downs available. Be aware that any dates must be formatted as YYYY-MM-DD, for example, 2019-01-01 for 1st January 2019.

For more advice on conditions, see this FAQ.

Step 5: Preview

Before you set your Touchpoint live, you have the option to review your work. On this view, you can see what your labels will look like, with sample text in place of the name and address. You can also download a sample PDF to see how it will print out on your label stock.

Once you are happy with your work, you can change the status to live. You should then see a green confirmation banner.

You're all finished! Your Touchpoint is live and will send when all conditions are met.
If at any point you need to amend the Touchpoint, you'll need to pause your workflow, and set the Touchpoint back to draft. Equally, you may want to archive your Touchpoint. You can learn more about archiving Touchpoints here.

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