Communication
FAQ – HTML Emails vs. Email Form Letters
Last Updated: July 15, 2026Q: What is the difference is between an form letter email and an HTML email? A: Well, here are two versions of one of our emails — one created as a form letter and one created with an HTML template provided by our web designer: As you can see, the form letter email is...
Form Letter Builder
Last Updated: July 15, 2026NOTE: This feature is available in the Essential, Professional, and Enterprise versions of both Spectra and Stratus Desktop. Form Letter Overview The Form Letter Builder is essentially a built-in text editor you use to create form letters that can be used in the software. The form letters you create can be: Printed for mass mailing. Sent as an...
HTML Email Builder
Last Updated: July 15, 2026NOTE: This feature is available in the Professional and Enterprise versions of both Spectra and Stratus Desktop. Use the software’s HTML Email Builder to build a set of HTML emails and newsletters to send to your clients and prospects, either individually or in bulk. An HTML email works just like a web page, allowing you to include...
Communication Overview
Last Updated: July 15, 2026NOTE: This feature is available in the Essential, Professional, and Enterprise versions of both Spectra and Stratus Desktop. One of the most powerful ways Spectra and Stratus can enhance your business is by helping you communicate with your clients. The software not only provides you with a variety of ways to communicate, but also tracks every communication...
Messages Hub
Last Updated: July 15, 2026NOTE: This feature is available in the Essential, Professional, and Enterprise versions of both Spectra and Stratus Desktop. The Messages hubdisplays incoming and outgoing email and SMS text messages. The messages displayed can be sorted by any of the fields shown. Just click the column heading and the records will sort by that column. Click again and...
Communication Wizard
Last Updated: July 15, 2026NOTE: This feature is available in the Essential, Professional, and Enterprise versions of both Spectra and Stratus Desktop. Use the Communication Wizard (found on the Tools menu) to create a batch of emails, SMS texts, phone calls, or letters at a time. Follow the instructions below for the type of communication you wish to create. Sending Emails...
Communication
Last Updated: July 15, 2026In this section… [child icon list] Looking for SMS Text Messaging? Check out the Optional Add-ons section for more info!
Managing Scheduled Communication Jobs
Last Updated: July 15, 2026We’ve added the ability to see any “jobs” set up to be processed by the Communication Wizard giving you the flexibility to see Completed, Pending, In-Progress, or Aborted Jobs. This lets you Cancel Pending Jobs that have been scheduled for future times and dates, or Jobs that are In-Progress, and allows you to resume them...
FAQ – Header / Footers Printing on HTML Letters
Last Updated: July 15, 2026If your printouts from the Communication Wizard display a page number at the top right corner and “about:blank” at the bottom left, follow these steps to apply a registry fix: ATTENTION! CAUTION: This file will modify your Windows Registry, specifically the HKEY_CURRENT_USER\Software\Microsoft\Internet Explorer\PageSetup key, which affects page margins and header/footer settings in Internet Explorer. We strongly advise you...
FAQ: How to export SendGrid HTML Emails and use them in Stratus
Last Updated: July 15, 2026The SendGrid Portal is optimized for use on the Google Chrome browser. You may experience missing features if not using this browser. For more information on Using the SendGrid Portal, click here. To access your HTML email templates: 1. Design Library 2. From the view of “Your Email Designs”, find your Template 3. Click the...