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Creating a Mail Merge Document to Use in SmartCampaign

Creating a Mail Merge Document to Use in SmartCampaign

Owned by Matthew Garrett
Last updated: Mar 24, 2017


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TFS Smart Campaign - Table of Contents

Documentation Disclaimer

     

        

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.

 Opening the Mail Merge Document in the TFS Administration Tool - Click here to expand...
  1. Log into the TFS Administration Tool.
  2. From the Administration menu, select Mail Merge then MME Documents.



 How to Add an Existing Document to the SmartCampaign - Click here to expand...

Mail merge documents that are made available for SmartCampaign can only have a method of Entity. If other methods are selected, the document will not work in SmartCampaign.

  1. From the Document Groups tree, select the SmartCampaign document group to which the new SmartCampaign mail merge document will belong.
  2. Click the Documents list. A shadow will appear around the list to indicate that it is selected.
  3. Click the New button. The Mail Merge Document dialog will be displayed.
  4. Enter a unique document number in the Number field if it is to be different to the automatically allocated number.
  5. Click the Method field popup button (). The Select MME Method dialog will be displayed.
  6. Select Entity from the list. This is the only selection that will be available for use in SmartCampaign.
  7. Click the OK button. The Select MME Method dialog will close.
  8. Enter the document name in the Name field.
  9. Click the Short Name Copy button () if the short name is to be the same as the name.
    OR
    Enter a short name for the document.
  10. Click the File Name field popup button (). The Select File dialog will be displayed.
  11. Select the location of the file (if it is different to the default location).
  12. Select the required file from the list.
  13. Click the Open button. The Select File dialog will close and the file name will be displayed in the File Name field.
  14. Enter the folder name.
  15. Enter notes if required.
  16. Select the View tab.
  17. Click the New icon on the toolbar. The MME View Membership dialog will be displayed.
  18. Click the View field popup button (). The Select View dialog will be displayed.
  19. Select the SmartCampaign view from the list. This is the only selection that can be made for use in SmartCampaign.
  20. Click the OK button. The Select View dialog will close.
  21. Click the OK button. The MME View Membership dialog will close.
  22. Click the OK button. The Mail Merge Document dialog will close. The file will be placed in the Documents list.