SI Lead Manager v7

Schedule Mailings in Seconds!I Want SI Lead Manager v7

Letter Templates

Letter Templates are letters created in Microsoft Word (2003-2012) that include place holders.  When printing letters, SI Lead Manager scans the letter templates for these place holder fields (or Mail Merge Fields) and replaces them with the mail merge data.

Letter Templates are the basis for creating a Campaign Template as each mailing sequence is designated a Letter Template for printing.

What’s Below

Legend 

Letter_Templates_Legend

 

How To

Letter Categories

When importing a letter template in SI Lead Manager you will assign it to a Category.  These categories will help organize the letters into small groups.

Letter_Templates_Categories

Action Menu

Action menu is where you go to perform the available actions upon a Letter Template like Editing, removing and viewing.

Letter_Templates_Action

 

Edit Letter:  Opens up the selected letter in Microsoft Word so you can make changes.

Remove Letter:  Removes the letter from SI Lead Manager.  Removing letters is not recommended as it will invalidate any Campaign that was based on a Campaign Template that used the removed Letter Template.

Properties:  Opens up the Letter Template Properties window so you can edit the description, name,  category, Lead Type or Tags.

 

Creating Letter Templates

See Create New Letter Template

 

Importing a Letter Template

After you have created the letter template using Microsoft Word, you will need to import this template into SI Lead Manager.  To do this, follow the steps below…

Step #1:  Open up the Letter Template Manager

Click Letters under the Template Menu item on the menu bar

Menu_Templates

 

Step #2:  Click the Import New… button

Letter_Templates_Import

 

Step #3:  Locate and Select Word Letter Template

Navigate the open dialog to the word letter template (.doc or .docx file) that you created.  Select that file, then press Open

Letter_Templates_Dialog

Step #4:  Fill Out The Template’s Properties

Letter_Templates_Properties

Name:  Custom name given to the new letter template

Category:  Either select an existing category or enter in a new one

Lead Type:  Select a lead type that this letter will be associated with.

Tags:  Enter in any tags.  Separate each tag by a comma

Description:  Give the letter template a description.  This will help you quickly remember small differences you have from one letter to another.

Step #5:  Press Save

 

Edit Letter Template

Editing a letter template means you are opening up the letter in Microsoft Word and making changes.  Once you make changes you do not have to re-import the letter.   You can make changes to letters by opening up the letter from within SI Lead Manager or opening the file directly.

Option  #1:  The Right Click Method

Right click on the Letter Template you wish to edit, and select Edit Letter

Option #2:  The Action Menu Method

Select the Letter Template that you wish to modify, then under the Action Menu, select Edit Letter

Option #3:  The Double Click Method

Double click the Letter Template you wish to modify.

 

Remove Letter Template

It is only recommended to remove a letter template if is not a part of a Campaign Template.  Removing a Letter Template that is current part of a Campaign Template will invalidate that mailing and could cause errors in the system.

Option  #1:  The Right Click Method

Right click on the Letter Template you wish to remove, and select Remove Letter

Option #2:  The Action Menu Method

Select the Letter Template that you wish to remove, then under the Action Menu, select Remove Letter

Letter Properties

A Letter Template Properties are used to describe and organize the letter.

Option  #1:  The Right Click Method

Right click on the Letter Template you wish to edit properties of, and select Properties…

Option #2:  The Action Menu Method

Select the Letter Template that you wish to edit properties of, then under the Action Menu, select Properties…

Speak Your Mind

*

Google+