Sending Neighbor Letters
Generating the Mailers
Go to Settings in your Pebble Dashboard, select Templates, then click on Add Template
Under Neighbor Letter, click Add Template
Under Template name, give your template a name of your choosing; we've just kept it as Neighbor Letter for the purposes of this demo.
Next, tailor your document to your liking, you may want to add a logo and change placeholders, etc.
Once you've customized your document, you can then click preview to view it. It will automatically download as a PDF
If you're happy, click Save to save your template. You'll then be able to see it under Templates
Next, go to Properties in your Pebble Dashboard
Filter your properties under Stage. In this example, we want to filter properties at the Marketing stage.
Then click Filter.
Click on the property's code
Select Images, and then upload images of the property by dragging and dropping them into the space provided (these will feature at the bottom of the Neighbor Letter per your template)
Select Documents, then Add a Document.
Select Neighbor Letter
You'll then need to add some data; some information will already be filled out but you'll need to add key details like the property's assessed value (your offer)
You can also review the images you previously uploaded.
Once you're finished, click to Preview, and then Save
Your neighbor letter will then be generated.
Sending the Mailers
Once your mailer is in front of you, you can select Send Mailing to send out your mailers.
You'll then be presented with your mailing options:
Mail Type: First class or standard
Print Type: Color or Black & White
Address Placement: Choose to insert it on a blank page or the top corner of your letter
Double Sided: Select Yes or No
Return Address: Your address; you can change this in the settings or on this form directly if you only want to make a one-time change
Destination Address: Address your mailer is going to. To add a new address, click on Add Address in the bottom left.
Once you're finished, click Send to send your Mailers