Learn how to use the external letter merge feature in this step-by-step guide. This help guide will cover how to use the external letter merge.
Recommended Reading Before You Start
Content
Create an External Letter Merge
Instructions
Create an External Letter Merge
The CRM can merge data from a recipient account into a letter in a separate program.
1. At the Mission Control Dashboard, navigate to Reports and select Saved Reports.
2. Under Communication And Mailing, select the report you would like to run.
3. This page displays what is included in the report and the report format. Select Run Report.
4. Report results appear on the page. Under Export Results, select Create Mailing.
Note: Create Mailing option will only appear for mailing reports or recreated recipient lists. This option allows you to choose the type of merge and add the items to internal tracking if you want to track when physical letters are mailed.
5. Complete the Fields on this page. When finished, select Next.
|
Field Name |
Description |
|
|
A. |
Select your preferred method of mail merging |
Select your preferred method of merging. (Excel, CSV, or Neon CRM Campaign Letter) |
|
B. |
Do you want to add a record of this mail merge to each account? |
If you would like to add a record of the mail merge to this account check the box to Track this Merge. |
|
C. |
Name |
Add or Select a Name. If it is a new merge, select the green plus button to create a new name. |
6. Your data is exported in the format you chose and has been downloaded to your computer.