Create a Mail Merge Template

You can use mail merge templates with Microsoft Office Word to create customer-ready letters, faxes, e-mail messages, and quotes.

Microsoft Office Word templates are created and edited in Word, but can be uploaded to SalesTrack to use with mail merge and share with other users. Only Word .xml documents can be used as templates. To learn more about how to create mail merge templates, see the online Help Microsoft Office Word.

1. On the top navigation bar click the Vertafore logo and select Marketing. The Marketing work are appears on the navigation bar.
2. On the top navigation bar click on Marketing and then select the Templates tile. The templates landing page appears.
3. Click on Mail Merge Templates. A list of all email templates accessible per your user role appears.
4. On the command bar, click New. The New Mail Merge Template appears.
5. Enter the Name for the mail merge template.
6. Enter a Description of the template. This is not displayed to the recipient.
7. From Associated Entity drop-down list select a record type.

Once saved the associated entity cannot be changed.

8. Ownership defaults to Individual, the user creating the template.
9. The Template Language defaults to English.
10. In the File Attachment section, click Browse to attach the template, and then click Attach.

Only .xml documents can be uploaded.

11. When done, click Save and Close.