Add an Email type document

Main Menu > Miscellaneous > Merge Documents-Summary

Applies to Form: Merge Document Summary

Once you have set up the appropriate categories for your merge documents, you can add your merge documents to those categories. It is possible to send out merged emails in either TEXT Plain text format is one that all e-mail programs understand. However, plain text doesn't support bold, italic, colored fonts, or other text formatting. It also doesn't support pictures displayed directly in the message body. or HTML This format supports text formatting, numbering, bullets, alignment, horizontal lines, pictures (including backgrounds), HTML styles, stationery, signatures, and linking to Web pages. Using HTML format allows for very elegant high impact emails. However not all email clients accept HTML format, so if you use this format it is always recommended that you supply a hyperlink to a location on your web site of this email. format.

How to add a merge email

1. Click on the Create a New Merge Document... button. This will open the merge document wizard.
2. There are five tabs to work through in this wizard :
   1. Before you start : Select the Email option from What type of merge do you which to create:
   2. Step 1 : This tab lets you specify the category that the merge email will be placed into. Remember that the category determines what data will be retrieved from SchoolPRO.
   3. Step 2 : Here you can give your new merge email a name and if a template is not being used the text of the email can be entered here.

      NOTE: Put vertical bars around the field names ie. Dear |Title| |Surname| should produce Dear Mr Betenson for example. The field must exist in the query being used.

   4. Step 3 : This step lets you tell SchoolPRO whether or not you have a TEXT Plain text format is one that all e-mail programs understand. However, plain text doesn't support bold, italic, colored fonts, or other text formatting. It also doesn't support pictures displayed directly in the message body. or HTML This format supports text formatting, numbering, bullets, alignment, horizontal lines, pictures (including backgrounds), HTML styles, stationery, signatures, and linking to Web pages. Using HTML format allows for very elegant high impact emails. However not all email clients accept HTML format, so if you use this format it is always recommended that you supply a hyperlink to a location on your web site of this email. template already configured. If you do please select Yes and specify the location of the template.
   5. Finish : The last tab lets you create the merge document. Simple click Create the Merge Document Now.
3. SchoolPRO will now create the data file using the query that the Merge Category is based on.
4. On the Document Properties tab of the Merge Document Summary form for the newly created email merge document enter the Subject and From email address.
5. Click Done to return to the Main Menu.