Creating a New Template

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Revision as of 08:39, 23 April 2008

Creating a new template from scratch gives you the freedom to create any type of template that you want. You can select your own merge fields, type a letter from scratch, then merge the customer information extracted from your FTD Mercury database.

Before creating the template, you must extract a customer list (.csv file) so you can merge the customer list into the custom template. See Creating Direct Mail Marketing Campaigns Using Custom Templates to create your marketing campaign.

Your customer list was saved as a .csv file in the C:\Wings\Customer Lists directory on the server. This is the file that you need to import into Microsoft Word after you design your new template.

1. To begin, open Microsoft Word by clicking the Windows Start menu, pointing to All Programs, then clicking Microsoft Word. (Microsoft Word may be located in the Microsoft Office folder.)
2. In Microsoft Word, on the Tools menu, point to Letters and Mailings, and click Mail Merge Wizard.
3. At the bottom of the right pane, click Next: Starting document.
4. At the bottom of the right pane, click Next: Select recipients.
5. In the right pane, under Use an existing list, click Browse.
6. Navigate to the C:\Wings\Customer Lists folder on the server, highlight the .csv file (the customer list that was generated by the campaign in the Mercury Marketing Wizard), then click Open.
7. The list of mail merge recipients opens up. These are the customers that met the criteria that you specified for the campaign in the Mercury Marketing Wizard. Review the list of customers. If you want to remove a customer from the list, click on the check box next to the customer to remove the check mark. To help you review the list, you can click on the column headings to sort the information. Click OK when you are finished.
8. At the bottom of the right pane, click Next: Write Your Letter.
9. On the blank Microsoft Word document, type your template letter. To insert a merge field, first put your cursor in the letter where you want to insert the merge field, then click More items in the right pane. A window opens with the available merge fields.
10. To insert a merge field, first make sure that Database Fields is selected at the top of the window, then select the merge field and then click Insert. The merge fields display in your letter with brackets (<<>>).
11. If you want to insert graphics, do so now. If you have a graphic on file that you want to use (like your company logo or letterhead), import that graphic. (On the Insert menu, point to Picture, and click From File. Navigate to and select the graphic to import it in your document.)

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