Legacy Mail: Yahrzeit Paper Mail (How To)

Short Video 

Access the short video in ShulSchool 

To access your ShulSchool account, follow the steps below: 

1. Login to your ShulCloud account as an Admin.  
   (anyone you want to have access to ShulSchool needs to have at least one admin permission) 
2. Select the "?" in the menu bar. 
3. Click on ShulSchool. 

Create Yahrzeit Paper Mail

1. Navigate to Communications > Legacy Mail.
2. Select Create New Mail.
3. Select Paper Mail, and then select Lifecycles from the Mailing Lists available.
4. Select Yahrzeit (default) from the Lifecycle Type dropdown.
5. Define the date range.
6. Keep the selection on "Single mail per lifecycle" and select Continue.
   
   
7. Specify who will get this mailing. Send to anyone observing a Yahrzeit in the defined date range by selecting Add All Subscribers or target the recipient list by selecting Advanced Targeting and defining filters
   
8. Step Three allows a PDF Letter Head to be added, or generate the mailing in a Word document rather than the default PDF. Information about setting up a Word Template.
9. Step Four is used in place of a word template. There are over a dozen different lifecycle tags on the left side that can be use to personalized the mailing to the recipient. View a sample letter to get started. 
   
10. Step Six is the confirmation page. where the text can be reviewed. To make an adjustment, simply select Step 4: Message on the top and edit the message as needed.
11. Selecting send will start processing the letters and then send them to the confirmation email entered in Step Three.
12. The completed mailing will be visible at Communications > Legacy Mail > Sent.