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eMedley letter of good standing mail merge
eMedley > Administration > engage > Communication > Mail Merges > Double-Click HCOM Good Standing Letter
- Click To to select mail merge recipients
- Use the filter next to the search bar on the right to drill down available data
- Select Recipients
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- Click Content tab to update template as necessary
- Use "Add a placeholder to the message body" to add certain mail merge components
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- Click Preview tab to view recipients and preview letter of good standing
- Select letter
- Select Preview
- Select Send to send mail merge letters by email
- Select Export to PDF to create a PDF that can be printed or emailed separately
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