Setup Letter CampaignTo set up Letter Campaigns and create templates you will need to have access to the templates folder. We suggest the following: Search for the “Gold-Vision” account and open the record, go to the Document section > Managed Linked Folders
Click Add a folder
You will need to copy the Temple Store path which can be found in Settings > Document and Template Storage, and paste in to the path field.
Create a templateCreate a template using template tags which can be found in Settings > Template Tags> Contact Save as a Dotx file type Upload the template: In the documents area go the GV Templates folder > Letter > Contact. Click Upload the template or use the drag and drop option
Creating a letter Campaign• Create Campaign stage > Select Media = Letter • Run the stage > select the Template > Start run
Go to the Action Centre > Click the Jobs icon > Click Download
Click Download a copy
Click to Open in Word
The Documents will open in Word, you can then print as required.
Make sure you save as a Dotx file in the Contact folder.