Palace: Custom Views and Mail Merge Made Easy - Video

Learn about all things mail merge from start to finish.

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About this course

Ever needed to add in a new mail merge or send one out in bulk and not too sure where to start? Learn about the entire mail merge process from start to finish.

Upon completion of this video, you will be able to:

  • Create a new document template
  • Add and remove merge fields plus a company logo and signature
  • Add a new letter document template and add in the merge fields for selection
  • Edit a template 
  • Send a mail merge in bulk 
  • Send a mail merge for just 1 property/tenancy/owner/supplier 

Curriculum0 hr 34 min

  • Custom Views and Mail Merge Made Easy - Video 0 hr 34 min
  • Survey

About this course

Ever needed to add in a new mail merge or send one out in bulk and not too sure where to start? Learn about the entire mail merge process from start to finish.

Upon completion of this video, you will be able to:

  • Create a new document template
  • Add and remove merge fields plus a company logo and signature
  • Add a new letter document template and add in the merge fields for selection
  • Edit a template 
  • Send a mail merge in bulk 
  • Send a mail merge for just 1 property/tenancy/owner/supplier 

Curriculum0 hr 34 min

  • Custom Views and Mail Merge Made Easy - Video 0 hr 34 min
  • Survey