1. Marketing, Sales Force Automation, and Partners
  2. Marketing
  3. Email Marketing Campaigns
  4. Working with Mail Merge
  5. Using Letter Templates
  6. Using Letter Templates in Microsoft Word

Using Letter Templates in Microsoft Word

Note:

This topic is unrelated to marketing campaigns. For information about campaigns, see Email Marketing Campaigns.

You must use Microsoft Word to create letter templates. Before you create a letter template, you must first download the sample data source file.

To create a letter template in Microsoft Word:

  1. Open an existing Microsoft Word document.

  2. Click Mailings > Start Mail Merge > Letters to begin your mail merge.

  3. To select the recipients of this mail merge, click Select Recipients > Use an Existing List.

  4. Find the sample data source file on your computer. The file name looks like NetLedgerSampleHeaderFile1.

    If you do not see this file, ensure the files of type list displays All Files (*.*).

  5. Click Open.

  6. If a notice appears that Word finds no merge fields in your document, click Edit Main Document. Next click Edit to edit the template document.

  7. Enter the text of your template.

  8. Click the Insert Merge Field list to place tags in your template.

    Your data replaces these tags when you perform the letter merge. For a complete list of these tags and their corresponding fields, see Using CRMSDK Tags.

  9. Save your letter template as a Word document (.doc file).

Upload your letter template to your file cabinet, and then create a letter template record. For more information, see Creating a Letter Template Record.

Related Topics

General Notices