Add a letter template

  1. From Marketing and Communications, select Letter template library under Configuration. The Letter Template Library page appears.

  2. Select Add. The Add letter template screen appears.

  3. Enter a unique name and description to help identify the template.

  4. In the Letter type field, select the type of communication to use the template. The template is available only in areas of the program where the letter type is available.

  5. If you select “Constituent Letter” as the letter type, the Output type field is enabled. Select “Output format” to use a program-defined set of export fields or “Export definition” to use a user-defined set of export fields.

  6. In the Output format field, select the output format to determine how to export the data for mail merge. The output format filters the constituent information in the communication. For example, a standard output format uses the constituent’s primary address, while a seasonal output format uses a seasonal address. The selected letter type determines the available output formats.

  7. If you selected “Export definition” as the output type for a constituent letter, select a constituent export definition in the Export definition field. Only constituent export definitions with Allow definition to be used by other areas of the application selected on the Options tab of the Export Definition Properties screen can be used for constituent letters. For more information about the Allow definition to be used by other areas of the application option, see the Query and Export Guide.

  8. In the Letter field, select Choose file to select the *.docx file to use as the template. After you select a file, you can select its link in the Letter field to edit the document. To remove a file from the field, select Clear file.

    Warning: While the program will upload *.doc or other document file types, these are not supported by the mail merge feature. To use mail merge, you must upload a Word document with the *.docx file extension.

  9. To restrict use of the template to a specific site at your organization, in the Site field, select the site to use the template.

  10. Select Save. You return to the Letter Template Library page. The template appears in the Letter template grid.