Use Planner's Letter Templates for Professional Communications

Hopefully, you are already using EventPro Planner's Letter Templates to quickly load pre-written content into the body of your emails and communications.

Letter Templates help to save valuable time by cutting out repetitive typing.  They also ensure a professional consistency through all of your communications to clients, attendees, exhibitors, sponsors and presenters.

If you haven't set up your letter templates yet, reviewing Chapter 14: Letter and Label Templates in the EventPro Planner User Manual will get you up and running. A little bit of time spent setting up your standard letter templates now will save you hours of typing in the future.

In this chapter you will learn:

• How to set up the letter templates: Create Letter Templates
• How to type up the documents in the built-in Word Processor: Word Processor
• How to add merge fields that will pull in the specific information for each recipient, such as name, address, event name, and dates: Merge Fields

You can also add your Letter Templates to Event Category Templates. This means that each time you book an event using an Event Category Template, the relevant Letter Templates will automatically be pulled into Event Setup. At this point, you can simply edit the letter templates to be specific to that event, if required, and they will be ready whenever you need to send them.


To learn how to add letter templates to Event Categories, see Chapter 16: Event Category Templates, Create Letter Templates.

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