Mail Merge



In order to create an Outreach List Mail Merge:

    First, create a Mail Merge template.
  • Go to Settings
  • Click Templates
  • Click Mail Merge Templates
  • Click New
  • Name the template
  • Select the appropriate 'Associated Entity' from the dropdown 
  • Click the Save icon
  • Click 'Create Template in Word'
  • When prompted, click Open on the pop up warning
  • Click 'Enable Editing' on the header
  • Click 'Enable Content' on the header
  • Click on the 'ADD-INS' tab
  • Click the CRM icon
  • A pop up box will appear, prompting the user to verify the location to Save the document. Click 'Ok'
  • Add the desired content and merge fields to the document
  • Click 'File'
  • Click 'Save as' and name the file appropriately, Save in the desired location, and ensure that the file is saved in 2003 XML format
  • Return to the template record in Enrollment Manager and click 'Browse'
  • After locating the newly create template, click 'Attach'
  • Click the 'Save and Close' icon
    Next, Select or Create an Outreach List
  • Open the desired Outreach List
  • Click the Search icon in the 'Merge Document' field and select the newly created (or desired) Mail Merge template
  • Click 'Save'
  • Add Persons (recipients) to the Mail Merge by clicking on 'Outreach List Members'
  • After adding the desired Outreach List Members, click 'General' to navigate back to the Outreach List
  • Click 'Save'
  • Click the 'Create Mail Merge' button
  • When prompted, click Open on the pop up warning
  • Click 'Enable Editing' on the header
  • Click 'Enable Content' on the header
  • Click on the 'ADD-INS' tab
  • Click the CRM icon
  • Verify that the appropriate information and merge fields are populated in the document
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