Sending Neighbor Letters
Pebble's makes sending letters easy and there are tons of templates readily available for use.
In this article, you'll learn how to generate mailers using the available templates.
In this article:
Generating the Mailers
Go to Settings in your Pebble Dashboard, select Templates, then click on Add Template.
Under the selected letter, click Add Template.
By clicking on the Edit icon next to Template, you can give your template a name of your choosing; we've just kept it as a Neighbor Letter for this demo.
Next, tailor your document to your liking, add a logo and change placeholders, etc.
Once you've customized your document, click Preview to view it. It will automatically download as a PDF.
If you're happy, click Save Changes 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 using the filter options on the top part of the screen. In this example, we want to filter properties using the Renegotiation tag. Click Tags and select the Renegotiation tag.
Click on the Property's code or the APN.
Attaching Document
Go to the Attachment section, select Images, and then upload images of the property by dragging and dropping them into the space provided or click Browse (these will feature at the bottom of the Neighbor Letter per your template).
Click +Generate Document.
Select Neighbor Letter.
You'll can then add some data; some information will already be filled out but you'll need to add key details. You can also review the images you previously uploaded.
Once you're finished viewing the preview, click Save Document.
Your neighbor's letter will then be generated.
Sending the Mailers
Once your mailer is in front of you, you can select +Send New 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. Click on Add Address in the bottom left to add a new address.
Once you're finished, click Submit to send your Mailers.
Using the Choose option, you can send the document to someone associated with the property.
By using the Upload CSV File option, you can upload a list of specific addresses that you'd like the document to be sent to
By using the Select From Map option, you'll be taken to a map in which you can select one or more properties to send the document.
In order to pick more than one parcel of land, press Shift and left-click the mouse once simultaneously. Then, move your mouse (without clicking) across the parcels of land you want to choose. Please remember that you can only choose 1000 parcels or less at a time. Click Add Addresses once done.
You'll be able to see the properties that you selected in the parcel selector map. If you feel satisfied with the properties you selected, press Submit.
Once you submitted the letter, you can check out the date it was submitted. Just click Submitted and it will display mailing details, which include the submission date.