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. On the Select Contacts To Process step, click Next.
6. On the Campaign Processing Options step, select the Mail Merge option and click Next.
7. On the Select the template document you wish to use to create your new document step, click the document template that you wish to use to create the letter and click Next.
8. On the Publish To tab, in the left pane, select one or more document pools to publish the documents to.
   You can only select document pools that have no child pools.
9. In the Select Attributes pane, enter or select any records under the respective attribute types that you want to link to the published documents.
   The available attribute types are dependent on the document pools that you choose to publish to.
10. Click the Details/Comments tab and enter a title for the document in the Title field.
    You can also enter any details about the document in the Details field, if appropriate.
11. Click Finish.
    For each selected contact, a document is created and published to the document pool(s) that you selected. You can then either print the letters off to send them via mail, or you can download them and attach them to emails.