Add an SMS 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.

How to add a merge SMS

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 SMS 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 SMS a name and if a template is not being used the text of the SMS 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 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. Click Done to return to the Main Menu.