Create a Mail Merge Letter

You can create a custom letter from a template stored in the DMS to send to selected contacts in a campaign. If a template includes dynamic fields, such as the date or contact name, they are automatically populated when the letter is created.

To create a mail merge letter:

1. Navigate to the campaign.
   You can search for campaigns in the Activity Zone. Alternatively, you can access campaigns that you are assigned to in the Campaigns dashpart in the Personal Zone. If the Campaigns dashpart is not displayed, click to add it.
2. On the campaign window, click the Contacts tab.
3. On the Contacts tab, select each contact that you want to send a communication to.
   If there are many contacts linked to the campaign, click Search Campaign to filter the list.
4. Click Process Selection.
5. In the Select Contacts To Process step, click Next.
6. Select the Mail Merge option.
7. Click Next.
8. Select the document template that you wish to use to create the letter.
9. Click Next.
10. On the Publish Document window, select one or more document pools to publish the document to.
    Note: You can only select document pools that have no child pools.
11. In the Select Attributes pane, select one or more entity records to link the document to.
    For example, if a document pool is associated with the project attribute, you can select a project to link the document to. This allows members on the project to access the document from the Documents tab on the project record. An asterisk (*) on an attribute indicates that you must select an entity record.
12. Click Next.
13. In the Document Details step, enter a title and description for the document.
14. Click Finish.
    For each contact, a document is published in the document pool(s) that you selected. You can print the documents to send to contacts via mail, or attach them to emails.