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Procesar un trabajo de cumplimiento de carta

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Introducción

Esta guía le mostrará cómo procesar un trabajo de Cumplimiento de Carta si aparece en su Panel.

Se crea un trabajo de cumplimiento de la carta para que sea fácil para usted procesar una combinación de correspondencia e imprimir etiquetas para una lista de contactos. El trabajo se crea cuando se utiliza la plantilla de carta en una campaña. Incluye un enlace a una plantilla de carta que fusiona automáticamente la información de contacto de los registros de contactos para que pueda imprimir por lotes la carta para esas personas. Los trabajos de carta se muestran automáticamente en el widget de trabajo de cumplimiento en el Panel de control.

Cada trabajo acumulará (o hará cola de espera) a las personas hasta que comience a procesarlas. Después de comenzar a procesar un trabajo específico, el sistema no agregará ninguna nueva persona al mismo. En su lugar, creará un nuevo trabajo la próxima vez que se active la plantilla. Un trabajo de carta muestra el estado, el nombre y el recuento (número de personas en cola), así como un enlace para ver y procesar el trabajo.

Instrucciones paso a paso

1 - Haga clic en Comenzar para ver y comenzar a procesar el trabajo.

Al hacer clic en este enlace se actualiza el estado del trabajo al procesamiento y el sistema dejará de agregar personas al trabajo.


2 - Haga clic en el enlace Open Merged Letter para abrir la carta en Microsoft Word y generar la combinación de correspondencia.

Si se le solicita, haga clic en Abrir o Abrir en Word. El sistema personalizará la letra para cada persona en la cola de modo que pueda imprimirlas todas a la vez.


3 - Imprima la carta.


4 - Algunos trabajos de carta pueden incluir un enlace para imprimir etiquetas o el trabajo se han creado con el único propósito de generar etiquetas de dirección.

Haga clic en el enlace Imprimir etiquetas.


5 - Revise la configuración de la etiqueta

- Campos de fusión: Los campos de fusión extraen información de cada registro de contacto. Haga clic en Abrir ventana de combinación para agregar nuevos campos de combinación a la etiqueta. Elimine cualquier campo de fusión innecesario o agregue valores predeterminados para los campos en los que un campo en blanco puede ser común.
- Tipo de etiqueta: Elija un tipo de etiqueta Avery y la posición de la primera etiqueta disponible en su hoja.

6 - Haga clic en Generar etiquetas para abrir las etiquetas en Microsoft Word. Si se le solicita, haga clic en Abrir o Abrir en Word.

7 - Imprimir las etiquetas

8 - Cuando haya terminado con este trabajo, haga clic en el botón Completar para eliminar el trabajo de su panel de control.

El trabajo puede permanecer pendiente hasta que se procese completamente. No haga clic en completar hasta que haya terminado realmente el trabajo.

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