Print Page (PDF) Formats

The “Print Page (PDF) Formats” feature in the ‘Settings’ area of Retention CRM lets Associations, Chambers of Commerce and Nonprofits define layouts for generating PDF versions of emails or letters. You can create multiple formats with different layouts and assign them to specific message templates. This allows for customization of how your communication appears in PDF format, like official letters from your nursing association.

Imagine you’re sending out official letters on your nursing association’s letterhead.

You want these letters to look professional and consistent, right? That’s where “Print Page (PDF) Formats” in Retention CRM comes in.

Think of it as a template for how your letters or emails will look when you convert them into PDF files. You can create different templates for different types of letters or emails.

For example:

• Template 1: Formal letter with your association’s letterhead.
• Template 2: Casual email with a simpler layout.

Here’s what you can customize in each template:

• Paper size: A4, Letter, etc.
• Orientation: Portrait or landscape.
• Margins: How much space around the edges of the page.
• Order: Which template shows up first when you choose one.

Why is it useful?

• Consistency: All your official letters will have the same look and feel.
• Professionalism: Your association will look more organized and trustworthy.
• Efficiency: You don’t have to redesign the layout for every letter.

 

How to Use “Print Page (PDF) Formats” in Association Management

Here’s a breakdown of the fields you’ll find:

• Name: A clear and descriptive name for the format, such as “Nursing Association Letterhead”.
• Description: (Optional) Additional details about the format’s use.
• Is this PDF Page Format the default? Yes or No selection to choose your preferred default format.
• Paper Size: Standard paper size options like Letter or A4.
• Orientation: Portrait or Landscape layout for the PDF.
• Margins: Define the top, bottom, left, and right margins in your chosen unit of measure (inches, millimeters, etc.).
• Order: A number to control the order these formats appear in dropdown lists. Lower numbers appear first.

Use Case for a Nursing Association:

Let’s say your nursing association wants to create professional-looking PDF versions of welcome letters for new members. Here’s how you can utilize these fields:

1. Name: “Welcome Letter – Nursing Association”
2. Description: (Optional) “Used for generating PDFs of welcome letters to new members.”
3. Is this PDF Page Format the default?: This can be Yes if you plan to use this format for most communications.
4. Paper Size: Letter (US standard)
5. Orientation: Portrait
6. Margins: Set margins according to your branding guidelines to ensure proper layout for your letterhead and content.
7. Order: Assign a low number (e.g., 1) to prioritize this format in the selection list.

By creating and customizing these PDF Page Formats, your nursing association can ensure consistent and professional communication with its members.