The Turnaround Document

This post shows how to ask your congregation to verify the information on hand, via the turnaround document.

The turnaround document is an email template. It consists of placeholders for all the information in ShalomCloud for each family, member, and Yahrzeit data, per household.

You can choose to send it by email, by postal mail, or both. Also, you can also send it first by email, and then by postal, only for families with no email.

You can change the template itself. For example, if there are fields that don’t matter, you can delete them. Too, If you’d like to change a background color, the accompanying video will show you how.

This video shows the end-to-end process. It covers editing the template, sending it by email, and printing it.