How to use the good standing letter mail merge in eMedley.

Summary

Using the good standing letter mail merge in eMedley to create and send letters of good standing.

Body

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 

Uploaded Image (Thumbnail)

  • Click Content tab to update template as necessary 
    • Use "Add a placeholder to the message body" to add certain mail merge components 

Uploaded Image (Thumbnail)

  • 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

Uploaded Image (Thumbnail)

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Details

Details

Article ID: 666
Created
Mon 10/16/23 10:02 AM
Modified
Mon 12/9/24 3:54 PM