How to Create a Letter Mailing
Letter Mailings can be exported as a DOCX file for use in Microsoft Word. You will need an existing Letter Template in Eleo before creating your mailing.
Before you begin: Review our guide on How to Create a Letter Template.
Create a Letter Mailing
- Click Mailings in the left-hand navigation bar of your Eleo database.
- Select the Mailing Type that matches the type of template you created.
For example, if you created a General Mailing/Appeal Letter Template, select General Mailing/Appeal.
- Under Template Type, select Letter: Letters (DOCX) and Mailing Labels (XLSX).
- Select your existing letter template from the Template dropdown.
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Enter a Mailing Name (which can be anything you like - for example: Summer Mailing 2026) and apply any filters needed to determine which contacts should receive the mailing.
Fields marked with a red * are required. You can review your Mailing Info, Mailing Options, and Recipient Filters before continuing.
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Click Continue to generate your Mailing List.
Review Your Mailing
- Once your Mailing List is created, you can review and make changes before generating your letters.
- Click the pencil icon to update your Mailing Info, such as the Mailing Name.
- Mailing Summary provides an overview of the mailing, including the Mailing Type, Template Type, number of Recipients/Pieces, Status, Date Sent, Address Options, and Exclusions.
- Under Recipients/Pieces, you can add or remove individual contacts using Add Recipient or Remove icon.
- You can also export the recipient grid using the Export Grid Data icon next to Search.
If you need to make changes to your mailing, this is the best time to do so.
Generate Your Letters
When your mailing is ready, click Generate. You will see three export options:
1. Export a Document File (.DOCX)
Select this option to generate your letters as a Microsoft Word (.DOCX) file.
The file will be saved to your computer's Downloads folder once the export is complete. You can then open the file in Microsoft Word to review, make any necessary adjustments, and print your letters.
2. Export Formatted Labels (.PDF)
Select this option if you would like to create formatted mailing labels as a PDF.
Click Create, then select your preferred options:
- Display Name: Choose whether the label should use the Formal Salutation, Informal Salutation, or Other Name.
- Label Type: Select the Avery label format you are using.
- Print All Caps: Turn this on if you want the names and addresses to appear in all capital letters.
3. Address Labels (.CSV)
Select this option to export your address information as a CSV file, which can then be used in Microsoft Excel to create mailing labels.
Mark the Mailing as Sent
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After you have physically mailed the letters, click Mark Mailing as Sent, then click OK.
This updates the History tab for all recipients to show that they received the mailing.
If you accidentally mark the mailing as sent, you can select Mark Mailing as Not Sent to undo it.
Important: If the mailing has already been sent outside of Eleo, whether by physical mail or email, we recommend keeping it marked as sent so your records accurately reflect the mailing history.
Mailing List Report
You can also click Mailing List Report to export a report of the mailing.
