CRM Phase 3 - Flipbook - Page 29
STEP
PROCESS
STEP 1
From within the campaign, select the Letter tab.
STEP 2
Position the cursor within the blank letter screen where to paste the copied campaign
letter template. Refer to process 02.030.02 L2 Copying a Letter Template for
assistance.
Ctrl V will paste the template onto the letter.
STEP 3
Type in the letter text as required using the available formatting icons at the top of the
letter.
STEP 4
To enter a merge field into the letter text, position the cursor where the field is to be
entered and choose the required field from the file (Derived, Customer, Vehicle or
Company) tabs to the left of the screen. Double click to merge the field into the letter.
STEP 5
If a signature in the letter is required and the preset font has been installed on the PC,
position the cursor where the signature is to be used and select the applicable font
from the dropdown list:
Campaigns – Creating the Campaign Letter
02.030.04.L3 9304E
Page 29 of 108
