{"id":56042,"date":"2025-01-28T11:00:00","date_gmt":"2025-01-28T10:00:00","guid":{"rendered":"https:\/\/churchtools.academy\/help\/non-knowledgebase\/uncategorized\/how-do-i-create-a-form-letter\/"},"modified":"2026-04-30T08:22:44","modified_gmt":"2026-04-30T07:22:44","password":"","slug":"how-to-create-a-form-letter","status":"publish","type":"docs","link":"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/communication-people\/how-to-create-a-form-letter\/","title":{"rendered":"How to create a form letter?"},"content":{"rendered":"\n<p>The mail merge function can be used to create pdf files in letter form that contain personalized data of ChurchTools users, such as address, name, etc&#8230;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Prerequisites<\/h2>\n\n\n\n<p>To be able to create bulk letters, you need the right <code>Darf Serienbriefe erstellen und sehen (edit bulkletter)<\/code>.<\/p>\n\n\n\n<p>In addition, every bulk letter is based on a template.<br>You can find out how to create templates for bulk letters <a href=\"https:\/\/churchtools.academy\/de\/help\/churchtools-modules\/kommunikation-personen\/wie-erstelle-bearbeite-ich-eine-serienbrief-vorlage\/\" data-type=\"docs\" data-id=\"26094\">here<\/a>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Create bulk letter<\/h2>\n\n\n\n<p>You create bulk letters in the People module. To do this, select all the people who should receive the bulk letter. Then click on <em>Contact<\/em> in the menu on the left and select <em>Compose a bulk letter<\/em> in the following menu. Or you can switch to the <em>Bulk letters<\/em> section and create it directly there.   <\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><a href=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/01\/Persons_Contact-Bulk-letters.png\"><img fetchpriority=\"high\" decoding=\"async\" width=\"450\" height=\"802\" src=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/01\/Persons_Contact-Bulk-letters.png\" alt=\"Screenshot Persons Contact Bulk letters\" class=\"wp-image-56049\" style=\"aspect-ratio:0.5610980599240054;width:360px;height:auto\" srcset=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/01\/Persons_Contact-Bulk-letters.png 450w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/01\/Persons_Contact-Bulk-letters-168x300.png 168w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/01\/Persons_Contact-Bulk-letters-287x512.png 287w\" sizes=\"(max-width: 450px) 100vw, 450px\" \/><\/a><\/figure>\n\n\n\n<p>You have the following options in the window that opens:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>(1) Add or remove recipients<\/li>\n\n\n\n<li>(2) Omit or include recipients with incomplete addresses<\/li>\n\n\n\n<li>(3) If several recipients come from one household: Select that only one bulk letter should be created.<\/li>\n\n\n\n<li>(4) Select template<\/li>\n\n\n\n<li>(5) Name bulk letter (this title will be displayed later in the list of all bulk letters)<\/li>\n\n\n\n<li>(6) Compose bulk letter<\/li>\n\n\n\n<li>(7) Use placeholders<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><a href=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/01\/Persons_Create-a-bulk-letter.png\"><img decoding=\"async\" width=\"940\" height=\"1180\" src=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/01\/Persons_Create-a-bulk-letter.png\" alt=\"Screenshot Persons Create a bulk letter\" class=\"wp-image-56052\" style=\"width:562px;height:auto\" srcset=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/01\/Persons_Create-a-bulk-letter.png 940w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/01\/Persons_Create-a-bulk-letter-239x300.png 239w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/01\/Persons_Create-a-bulk-letter-816x1024.png 816w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/01\/Persons_Create-a-bulk-letter-768x964.png 768w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/01\/Persons_Create-a-bulk-letter-360x452.png 360w\" sizes=\"(max-width: 940px) 100vw, 940px\" \/><\/a><\/figure>\n\n\n\n<p>Once you have <em>created<\/em> your bulk letter (6), click on <em>Create <\/em>(8). Once the bulk letter has been created, you can <em>download<\/em> it under <em>Bulk letters<\/em> (1) (2) and then print it out. <\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/01\/Persons_Bulk-letters-Actions.png\"><img decoding=\"async\" width=\"1568\" height=\"574\" src=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/01\/Persons_Bulk-letters-Actions.png\" alt=\"Screenshot Persons Bulk letters Actions\" class=\"wp-image-56054\" srcset=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/01\/Persons_Bulk-letters-Actions.png 1568w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/01\/Persons_Bulk-letters-Actions-300x110.png 300w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/01\/Persons_Bulk-letters-Actions-1024x375.png 1024w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/01\/Persons_Bulk-letters-Actions-768x281.png 768w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/01\/Persons_Bulk-letters-Actions-1536x562.png 1536w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/01\/Persons_Bulk-letters-Actions-360x132.png 360w\" sizes=\"(max-width: 1568px) 100vw, 1568px\" \/><\/a><\/figure>\n\n\n\n<aside class=\"wp-block-group ct-artikel-zum-weiterlesen has-background is-layout-constrained wp-container-core-group-is-layout-89fd719a wp-block-group-is-layout-constrained\" style=\"border-radius:8px;background-color:#f9fafb;margin-top:24px;margin-bottom:24px;padding-top:32px;padding-right:24px;padding-bottom:32px;padding-left:24px\">\n<h2 class=\"wp-block-heading has-medium-font-size\">Read more<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/churchtools.academy\/de\/help\/verwaltung\/platzhalter\/35-wie-verwende-ich-platzhalter-in-serienbriefen\/\" data-type=\"docs\" data-id=\"7666\">How to use placeholders in form letters?<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/churchtools.academy\/de\/media\/12579\/\" data-type=\"pp_video_block\" data-id=\"12579\">Placeholder in ChurchTools<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/churchtools.academy\/de\/help\/churchtools-modules\/kommunikation-personen\/wie-erstelle-bearbeite-ich-eine-serienbrief-vorlage\/\" data-type=\"docs\" data-id=\"26094\">How to create\/edit a mail merge template?<\/a><\/li>\n<\/ul>\n<\/aside>\n","protected":false},"excerpt":{"rendered":"<p>The mail merge function can be used to create pdf files in letter form that contain personalized data of ChurchTools users, such as address, name, etc&#8230; Prerequisites To be able to create bulk letters, you need the right Darf Serienbriefe erstellen und sehen (edit bulkletter). In addition, every bulk letter is based on a template.You [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"doc_category":[481],"doc_tag":[653],"knowledge_base":[224],"class_list":["post-56042","docs","type-docs","status-publish","hentry","doc_category-communication-people","doc_tag-content-outdated-en","knowledge_base-churchtools-modules"],"pp_statuses_selecting_workflow":false,"pp_workflow_action":"current","pp_status_selection":"publish","acf":[],"year_month":"2026-04","word_count":234,"total_views":"13","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"Hans-Helge B\u00fcrger","author_nicename":"hhbuerger","author_url":"https:\/\/churchtools.academy\/en\/author\/hhbuerger\/"},"doc_category_info":[{"term_name":"Communication","term_url":"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/communication-people\/"}],"doc_tag_info":[{"term_name":"Content outdated","term_url":"https:\/\/churchtools.academy\/en\/docs-tag\/content-outdated-en\/"}],"knowledge_base_info":[{"term_name":"Modules","term_url":"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/","term_slug":"churchtools-modules"}],"knowledge_base_slug":["churchtools-modules"],"_links":{"self":[{"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/docs\/56042","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/comments?post=56042"}],"version-history":[{"count":8,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/docs\/56042\/revisions"}],"predecessor-version":[{"id":56057,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/docs\/56042\/revisions\/56057"}],"wp:attachment":[{"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/media?parent=56042"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/doc_category?post=56042"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/doc_tag?post=56042"},{"taxonomy":"knowledge_base","embeddable":true,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/knowledge_base?post=56042"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}