How to Replace Birthday Letters

How to Replace Birthday Letters

We have alternate male and female birthday letters for ages 40-100, you may decide that you want to use one or all that we have available.

The following instructions will guide you on replacing the default letters with an alternate without breaking the Print Birthday Mailer process within G5.

Download Alternate Birthday Letters

You can download the alternate birthday letters by going to the Letters Library and searching for which age you want to download.

Or if you want to replace all of them, you can download a package containing all 122 Alternate Letters.

Replacing Your Birthday Letters

In order to replace the letters without breaking the Print Birthday Mailer process, you MUST keep the original document item within the document manager. The steps below will walk you through the process.

  1. Within G5, click on the Document Manager icon from the left panel.
  2. Click on the Birthday Letters folder to open it.
  3. Either scroll to or search for the letter you want to replace and click on it.
  4. In the window that opens, you will notice that the birthday letter is an attachment. Click on the x to remove the attachment.
  5. Click OK at the top right to save the changes.

      Note:

    • You must save the changes before you upload the new letter, otherwise G5 may not recognize that the letter has been replaced.
  6. Click back into the same document and click the + sign to the right of the Add Attachment field.
  7. Browse to the new letter you want to use and click Open.
  8. Click OK at the top right to save the changes.
  9. Repeat these steps for each letter you want to replace.

The next time you run the Print Birthday Mailer process, the new birthday letters will be used.


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