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Creating a Mail Merge Document to Use in SmartCampaign
Creating a Mail Merge Document to Use in SmartCampaign
Mail Merge documents are linked into SmartCampaign from the TFS Administration Tool. In order to use mail merge documents in SmartCampaign that already exist in TFS, the following conditions must apply:
- The mail merge document method must be set to Entity.
- The mail merge document must belong to the SmartCampaign view
The following procedure will outline the steps required for setting up a document through the TFS Administration Tool that will become available in SmartCampaign.
A marketing document should have been created and saved to the Mail Merge folder in TFS. For information about creating mail merge documents, please refer to the TFS Mail Merge user document.
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