To add a list of Yahrzeits that are on an account either in an email or via paper mail:
- Navigate to Communications > Legacy Mail.
- Select Create New Mail.
- Determine the mode of communication in Step 1 (either email or paper mail)
- Select the Lifecycles Subscriber List
- In the Settings for the Lifecycles Subscriber List, select Yahrzeit from the Lifecycle Type dropdown (this is the default).
- For Lifecycle Between Dates, select TODAY for the first date and one year from now for the second date.
For Grouping, select Send only 1 mail per person.
- Determine who should receive the notification and set the Recipients in Step 2 of the mailing.
- Make selections for the Type of Email (if email was chosen in Step 1), and when to send the email
In Step 4, select the [lifecycle_block] merge field which will create a list of Yahrzeits on the account. Additionally, add other language that should be included in the letter along with who the email is coming from and a subject line.