Previewing Mail Merge

See Also

Permissions Required

Manage Templates - To create, edit, and delete Templates.

Talisma merges Target Properties inserted into the Mailer, and displays the Mailer with the value of the Property when previewed. This enables the User to ensure that information exists for each Target field inserted.

Example  If the Mailer reads: Hello <<Contact Name>>, Please call us or e-mail us in the next <<7 days>> days, the Mailer displays the property as Hello John, for the Contact whose name is John.

To Preview Mail Merge

1.  Open the required Campaign.

2.  Click the Workflow tab.

3.  Select a Node with a Send mailer action.

- OR -

Select a Node with a Send SMS action.

4.  From the View menu, select Preview mail merge.

- OR -

Right-click the Node and select Preview mail merge from the shortcut menu.

The Preview Mail Merge dialog box is displayed.

5.  From the Step list, select the required Node in the Campaign Workflow.

6.  From the Mailer list, select the Mailer used in the Campaign, to view the Targets in the selected Node. Talisma displays the Targets for the selected Node.

7.  Select the required Target to preview the Mailer message and merged Properties. The message cannot be edited. Note that for Email type of Mailers, the Mailer message is displayed in the HTML file format. Repeat Steps 6 and 7 to view merged Properties for Targets in each Mailer in the Campaign.

8.  Click OK.

Caution  Do not click the Trackable URL in an Email type of Mailer while previewing mail merge for the Mailer. If you do, the Target automatically moves to the next step in the Campaign Workflow.

 

Note  •   For SMS type of Mailers, the count of characters in the Mailer after the Properties have been merged is displayed in the Character count field. •   The Preview Mail Merge feature enables you to view the merged values for Properties inserted in the Subject field of the Mailer.

To Open a Campaign

1.  In the Home Workspace, select Campaigns from the Object Selector.

- OR -

Go to the My Campaigns Workspace or any Campaign-based Workspace.

2.  Using the Teams, Users, or the Search tab, locate the required Campaign in the Table View. Click the Campaign ID link or double-click the Campaign to open it.

- OR -

Press Ctrl+G. In the Goto Campaign dialog box that is displayed, type the Campaign ID.

Click OK.

The Campaign window is displayed.