Overview
Most of the time you'll be sending communications in bulk, but every now and then you'll need to send something to just one person. A single statement, a specific notice, a one-off letter. That's exactly what the manual workflow is for.
From the Generate module you can build a personalised piece of correspondence for an individual recipient, step by step. You pick the template and channel, enter the details that make it specific to that person, preview how it'll look, and send it. No bulk upload, no waiting on a scheduled run.
It's a quick way to handle the one-to-one cases that don't fit a campaign, while still using the same templates and personalisation you've already set up.
Start a manual send
- Click Manual in the secondary navigation menu to open the workflow for sending one-to-one correspondence.
- In the Select Template section choose a Template from the drop-down menu.
- In the Select Template section choose a Channel from the drop-down menu.
- Click Next to continue.
Add the recipient and document details
The Generate page opens with everything you need to build the correspondence. The details are split across two sections: Recipient and Document Details.
- Check the Recipient section. This shows the email or postal address held for the recipient on the selected template.
- Need to send it somewhere else? Click Other to override the known contact details and enter your own.
- In the Document Details section, enter the data inputs that personalise this correspondence, then click Next to preview it in a pop-up.
Preview and send
Before anything goes out, you get a chance to see exactly what the recipient will receive.
- In the Preview modal, review the personalised correspondence and check it's showing the right information.
- If something's not right, close the modal to return to the Document Details page and adjust your inputs.
- Happy with how it looks? Click Send to finalise the case, generate the correspondence, and send it.
Preview is your safety net
You can jump between the preview and the details page as many times as you need. Nothing is sent until you click Send, so take a moment to get it right.
That's it — your correspondence is generated and on its way to the recipient. The completed case is recorded just like any other send, so you'll find it alongside your other activity for reporting and reference.