View or Generate a Mail Merge in Enrollment management

Managers and staff must create the communication templates before you can generate mail merges.

  1. From the candidate's page in Enrollment management, select + Add Mail Merge.

  2. Enter a Date for when you will create or send the mail merge.

  3. Enter a Description, such as "Decision letter."

  4. Select a communication Template.

  5. Enter an optional Comment.

  6. Select Save. You return to the candidate's page and the mail merge appears under + Add Mail Merge.

  7. Select the mail merge. For Download Letter, you can download the letter as a .pdf or .doc file. To generate and print mailing labels, select Mailing Labels. Refer to Mailing Labels.

  1. From Enrollment management, select Communicationand then Mail Merge.

  2. Select Mail Merge.

  3. For Application, select Admissions and then select View.

  4. Select Add.

  5. Enter a Description or name, such as "Decision Letter."

  6. Select a communication Template which you have access to. Refer to Template Access.

  7. Select Next.

  8. If you previously created a list of people whom you want to send mail, select a list. Refer to Lists for Mail Merge.

  9. Select Next.

  10. If you didn't use a list or if the some recipients weren't included on the lists, search for and select (>>) individuals who should receive this mail.

  11. Select Next.

  12. Review the details and then select Save & Exit. You return to the mail merge screen and the mail merge job appears in the list.

    • You can download the letter as a .pdf or .doc file.

    • To review which constituents were included in the mail merge job, select Recipients.

    • To generate and print mailing labels, select Mailing Labels. Refer to Mailing Labels.