How to create a mail merge template in UVC This guide will help

How to create a mail merge template in UVC

This guide will help you create mail merge templates within UVC. When a message is tailored to the

reader, it has more resonance. Now you can create personalized templates which can be printed or sent

by e-mail to 1 or more contacts.

Please use the following steps to create and send/print a mail merge template:

1. Login to UVC and go to your Inbox Module.

2. Click on the Templates folder in the Inbox Module.

3. Click on the Create Message button. This will enable you to create a new mail merge template.

4. For the Subject add the description of your mail merge template. In my example this is going to be a

Birthday mail merge template that I will send to my contacts.

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5. Your next step is to add the message on your template. Different mail merge fields are at your disposal

which can be integrated to the message.

If for example you want to add Dear John Doe simply type the word Dear and then go to Tools -> Mail

Merger Fields and add the appropriate fields. In this case it would be First Name followed by Last

Name.

Note: You can select your field and click on the Add button tor simply double click on the field to add it to

the template message. Don't forget to add spaces in between your mail merge fields!

6. If a picture needs to be inserted to the message place the cursor where the image should be located and

then click on Format -> Insert Image and select the image of your choice.

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7. If you need to hyperlink your image to a specific URL simply select the image and right click to add the

Name and URL

8. You can change the font and add color to your message if needed.

9. Once done click on File -> Save as Template

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10. If you need to send the mail merge template by e-mail you can search for your contacts under the

Contacts Module or you can simply select the contacts individually.

First go to File -> Mail Merge ...

11. Select the appropriate option:

E-mail merge using defined template: this option will allow the user to send a mail merge template by

e-mail. Note that this option will automatically e-mail the primary e-mail address of the contact.

Mail merge print using defined template: this option will allow the user to print a mail merge template.

Generate CSV file to mail merge with Word or external application: this option will allow the user to

create a CSV file using different mail merge fields so they can be integrated to a 3

party application

which allows you to create mail merge templates or labels for example. (please ask for How to Create a

CSV file which will be used in a Mail Merge guide for more information).

Then select if you want to select the contacts individually by selecting the option Select clients to

export or select the option to use the search performed under the Contacts Module Apply active

search filter.

Click on the Next button once the appropriate options are selected.

12. Select the mail merge template that needs to be sent via e-mail.

Click on the Next button.

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Click on the OK button.

The mail server will process all e-mails and the recipient will receive it in their inbox shortly after.

Note: You will notice that only 1 instance of the e-mail will be seen in the Sent Items folder. This is by

design as it will not duplicate the e-mail you sent out to multiple contacts in your Sent Items folder. This

also reduces the amount of space being used to store these e-mails in your UVC account.

13. If you simply want to print your mail merger template then select the option Mail merge print using

defined template from step #11

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14. After selecting if you either want to select the clients you want to export or to apply an active search and