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

Tags HCOM eMedley

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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