Template List Button

1. After selecting the Merge Tab. The first step is to select a Template Style.
   
   
2. To access the Template Styles click on the "Template List" button.

Select a Template Style

1. Different Template styles have different functionality and question.
• Acrylic
• Corporate
• Stained Glass
  
  
2. A style can be selected by either double-clicking on the name or by selecting the style and clicking the OK button.
   
   
3. You may sort this window by either Database ID or Description.
• To sort the list click on Column Title
• Clicking twice will toggle between sorting up or down.

Answer any Questions

1. Each Question must be answered in order to continue.
   
   
2. It is however possible for questions to be "pre-answered." This is intended to make the merge process simple and easy yet customizable.

Save, Preview and Email your message

1. Save Asset - After answering the template questions you must save your email and web page. Clicking this button will generate and save your email and web page into your Server Directory where it can be accessed later.
   
   
2. Save Local - You may wish to use an outside application for sending out mass emailing's. This button saves a file to your computer's hard disk that is compatible with most email distribution software.
   
   
3. Preview - To preview your saved template pushed the preview button and a pop up Internet Explorer or Firefox window will let you review your work. Your email must be saved first in order to preview it.
   
   
4. Email It! - NEW to v4.2 this button is conveniently located to increase productivity.
   • Click this button after saving your email and you will be directed to the Server Email Tab.
   • Your email will be pre-selected and all you need to do is enter an email address and subject and hit the send button.