Navigate to the Mail Merge Event Templates page in the Events module.
In the template library you can create a new template by clicking on the +New Template button. You can also search for text in any existing templates, filter by type and set the sort order on the left side of the page.
To edit an existing template, hover over it and click on Edit to open the letter. You can also click on Preview to open the letter in a new browser window. Click on Settings to change the name, tags or template category. And click on Delete to delete the letter. Note that there is no warning window when clicking Delete, it is immediate.
When creating a new letter or editing an existing letter, the software works similar to Microsoft Word. The Template Name is shown in the top field.
- Home - this tab lets you edit the text and format of the document
- Insert - allows you to insert images, links, and headers and footers, etc.
- Page Layout - you can adjust page size, orientation and margins
- References - not used for acknowledgements, for creating complex reports with multiple pages
- Mail Merge - where you can insert mail merge fields available from the columns/fields on the Events grid.
- View - different options for viewing the letter
Clicking on Insert Merge Field from the Mail Merge tab opens a pop up window to allow you to choose the fields to insert where the cursor is located in the letter.
Merge fields can be formatted for currency or long-date format by right clicking on the merge field from the letter.
When finished editing, click Save to save your changes. You can also click Save As to save the letter template as a new name, which is how you can copy an existing letter template. Once saved, the letter template is available to select from mail merge features on the grid.