Home > Communication > Form Letter BuilderForm Letter Builder
The Form Letter
Builder is essentially a built-in text editor you use to create form
letters that can be used in the software. The form letters you create can be:
Check out HTML Emails vs. Email Form Letters to find out the difference between HTML emails and email form letters.
How do you currently
market to your customers? Do you know what your customers’ interests
are? Do you tailor and personalize your marketing to each client?
Using the software to its fullest potential can greatly help you increase
your studio’s revenue. Give some thought to how you can utilize
Spectra/myStratus to more effectively market your products and services
to your client base.
Watch the video and/or following the instructions below to create a form letter.
Go to Tools
> Design Tools > Form Letter Builder.
Click New to create a new form letter.
Start by choosing the general properties of the form letter. You can edit these settings later if needed.
Click OK to save these properties and open the text editor. Note: You can go back and modify these settings after you've started
editing your letter by going to File
Use the text editor to design your form letter. Just start typing! Use the instructions in the Designing your Form Letter section below to learn more about:
Formatting the Text
Inserting Merge Fields
Adding a Text Box
Inserting a Table
Copying and Pasting
Importing a Word Doc
Form Letter Builder Reference - See a description of all the tools and tabs on the ribbon.
Tools for formatting your text appear on the ribbon, as well as on the Format menu. Work with text as you would in any word processor. Here's an example of how to change the font style and color.
Highlight the text you want to format.
Open the Format menu and click Character to open the font window. From this window you can change both the font and the color, along with several other choices.
Place your insertion point where you want to insert the image.
Open the Insert menu and click Image.
Browse to the image on your computer and click Open to insert it into your letter. Note: To find the image you're looking for, you may need to change the image type (see below).
After you've inserted an image, you may want to change the format. Select the image in your form letter and go to Format > Image. This will open the image attributes window where you change things such as wrapping, alignment, and more.
Click OK when finished.
Use a text frame to insert some additional text or data fields in your form letter. The basic content of your form letter can wrap around a text frame. You can also easily move a text frame by simply dragging and dropping it.
Place insertion point where you want the text frame.
Open the Insert menu and click Text Frame.
You can type in the text frame. Note: The text frame will NOT automatically resize as you type. Click the edge of the text frame and then use the handles to resize it.
Use the text frame attributes window to adjust location, wrapping, margins, color, borders, and more.
Use the Table menu to insert and format a table. A table is like a mini-spreadsheet, with rows and columns.
Place your insertion point where you want to create your table.
Open the Table menu and go to Insert > Table.
Choose the number of rows and columns for your table and then click OK.
You can enter text and/or data fields in the cells of your table.
To format the table, just select the table and go to Table > Properties. Note: You can also right-click in the table and then choose Table Properties from the right-click menu.
Use the table properties window to add borders, adjust the color, change the size and more.
You can also use the Table menu to insert or delete a row or column, select a row or column, and even split the table into two.
With the release of Spectra
2012, the process for printing a form letter has been incorporated
into the new Communication Wizard. Please refer to that topic if you're using
Spectra 2012 or greater. The following instructions for printing
a group of letters apply to versions of StudioPlus Spectra prior
Form letters can also
be printed for a single client from the Communication
tab on either the client, session, or invoice record.
Form letters are a great way to follow up with clients or prospective
clients on a personalized basis. By creating a specific filter and form
letter for a target group, your marketing becomes more effective. The following is an example of an email form letter confirming an upcoming
Thank you for scheduling your engagement session
with us! According to our records, your session is scheduled for July
12, 2016 at 3:00 PM. Please see the attached session confirmation for
important information regarding your session. We've also included a brochure
with details about our various products and services.
We look forward to seeing you on July 12, 2016.
If you need to reschedule your session, please let us know 24 hours in
The Studio, Inc.
300 N. Main Street
Jacksonville, MN 55630