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Liaison

TX Print

Sample Training Objectives

  • Describe how to access and navigate TX Print
  • Summarize best practices for reports used for TX Print
  • Demonstrate how to create letters, envelopes and labels
  • Identify where in the CRM to view completed mailings

Training Outline Example

Approximately 45 minutes

TargetX Print (45 minutes)

  • Access + Navigation
  • The landing page
  • Reports for TX Print
  • Creating Letters
  • Creating Labels + Envelopes
  • Running Print Jobs

Supplemental Materials

End-User Training PowerPoint Template 

 

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