Docs
Clients

Letters

One note to a chosen slice of your book — every copy personalized, signed as you, and filed on that person’s record. Replies come back to your inbox like any other answer.

Clients → Letters.

A letter is for the things a drip campaign is wrong for: a market note in September, an invitation to a broker open, a change of office, a thank-you at year end.

The letter composer: a subject, the body, and chips for who it goes to
Write it once. Choose who gets it. Each copy goes out personally.

Writing one

  1. Subject and body. Plain paragraphs. Personalize with the merge fields the composer lists — first name, full name, city, and your own name — and each copy is filled in for the person receiving it.
  2. Choose who gets it. Three sets of chips — who they are, where they stand, and their tier. Choosing nothing at all sends to your whole book.
  3. Send me a test first. Always worth it.
  4. Send the letter.

Save draft keeps it for later.

What each person gets

An ordinary personal email. Your sign-off, your reply address, an unsubscribe line at the bottom. Nobody sees anybody else’s name.

The letter is filed on each person’s record and appears in their conversation, so when someone replies six weeks later you can see what you sent them.

Replies

Replies land in your Inbox as normal conversations. There is nothing separate to check.

Who gets left out

The app quietly skips people it should not write to:

  • Anyone who has unsubscribed
  • Anyone with no email address
  • Anyone whose address has been bouncing

The count of who was skipped is on the record, so you know the difference between sent to 240 and 240 in the filter.

Asking Elle

She will draft one for you and show you who it would go to:

Draft a letter to my past clients about the autumn market.

Who would that go to?

Sending is your click

Elle drafts letters and previews the audience. She cannot send one. A message going to two hundred people at once is not a thing to hand to an assistant, so the ability does not exist on any channel.

After it goes

Each letter keeps its own record — how many went, how many were skipped, how many were opened, how many clicked, and who replied. Opens are a soft signal and the page says so; a reply is the real one.