Note: If you wish to purchase this course and require an Australian tax invoice to pay rather than use a credit card, please contact [email protected] 

This course covers all the different mailing methods that thankQ has. E.g. Segmentation, Mailsort, Export to Excel for mailing house, merging to PDF and have perssonalised emails, merging to SMS, BPay, Geocoding - selecting areas on a map to mail, setting conditions to personalise receipts, creating templates and much more.

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About the instructor

Trainer, Document Writer

Margaret Kamstra

I have been in the IT industry forever, starting out installing hardware and software solutions mainly to the legal sector.I have also been on many implementation teams installing hardware and software as well as training staff. After implementing systems I was a mentor on help/support desks and set up training departments and training material.I have been a trainer at thankQ Solutions for over 5 years and I love their product and people.They are always striving to be the best and I love that because that is what I try to do also.

Course Curriculum

  • 1

    Mail Manager

    • Mailing Overview

    • Mailing Course Overview
  • 2

    Things to know for Mailing

    • Before Mailing

    • Contact Merge Fields

    • Finance (Batch Receipts) Merge Fields

    • Event Merge Fields

    • Invoice Merge Fields

    • Membership Merge Fields

    • Pledge Merge Fields

    • Word Merge Field Switches

    • Create Word Templates

    • Word Templates

    • Additional Addresses

    • Additional Addresses

    • Practice - Additional Addresses

    • Quiz - Additional Addresses

    • Mailing Preferences

    • Mailing Preferences

    • Practice - Mailing Preferences

    • Quiz - Mailing Preference
  • 3

    Mailing

    • Communication - Write

    • Communication - Write

    • Practice - Communications

    • Quiz - Communications

    • Mail Manager

    • Mail Manager Video

    • Practice - Mail Manager

    • Quiz - Mail Manager

    • Send Word Template via Email

    • Send Word Template via Email

    • Field Rules

    • Create Field Rules

    • Field Rules Video

    • Create Field Rules

    • Practice - Field Rules

    • Quiz - Field Rules

    • Text Rules

    • Text Rules Video

    • Practice - Text Rules

    • Quiz - Text Rules
  • 4

    Advanced Mailing

    • Segmentation

    • Log with Segment and Subject

    • Segmentation

    • Practice - Segmentation

    • Quiz - Segmentation

    • Merge to Email (PDF)

    • Merge to PDF

    • Practice - Merge to PDF (email)

    • Quiz - Merge to PDF

    • Merge to SMS

    • SMS Mailing

    • Mail using Geo mapping

    • Geo Coding

    • Barcode Mailing

    • Barcode Mailing

    • BPay Mailing

    • BPay Mailing

    • Mailsort

    • Mailsort

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