Deliver supports the ability to mail merge letters and print right out of Slate. Setting up a mail merge works just like setting up an email campaign.

Slate also supports dynamically-rendered PDF mailings. See Documents.

Creating a mail merge Deliver mailing

To perform a mail merge in Deliver:

1. From the main navigation, select Deliver.

2. Select New Mailing. A popup appears.

3. Configure the following settings:

   • Name: Give the mail merge mailing a descriptive name.

   • Folder: Keep mailings organized by adding this mailing to a folder. Select Other and enter a name to create a new folder.

   • Method: Mail Merge

4. Select Save.

   

5. Select Edit Mail Merge.

6. Select Browse and select a Word document to use for the merge. Repeat as necessary. You may add any number of documents to a campaign. For example, you might add envelopes and cover pages that should all print separately.

7. Select Close and configure the mailing.

8. When finished, select Send Mailing.

9. Set the delivery window and confirm the recipient lists are correct.

10. Select Send Mailing. A system dialog appears.

11. Enter SEND in the dialog box and select OK.

The mailing enters Outbox for approval.

📖 Further reading: Configuring a Message

Approving and sending a mail merge Deliver mailing from Outbox

To approve a mail merge Deliver for printing and delivery:

1. From the main navigation, select Deliver.

2. At right, select Outbox.

3. Select the mail merge mailing you want to approve.

4. The recipient list appears as a list of records. Select a record and select Edit to confirm or alter its merge field data.

   

5. Select Approve and Deliver.

The documents are merged automatically and are ready to print.

These messages appear on the recipient’s Timeline.