1. Marketing, Sales Force Automation, and Partners
  2. Marketing
  3. Email Marketing Campaigns
  4. Working with Mail Merge
  5. Using Letter Templates
  6. Creating a Letter Template Record

Creating a Letter Template Record

Note:

This topic is unrelated to marketing campaigns. For information about campaigns, see Email Marketing Campaigns.

Letter templates are Microsoft Word files that you merge with your NetSuite data to create personalized correspondence. You store letter templates in the Letter Template folder in your file cabinet.

To upload your template to your file cabinet:

  1. Go to Documents > Templates > Letter Templates.

  2. On the Letter Template page, click New Template.

Create a letter template record.

To create a letter template record:

  1. Go to Documents > Templates > Letter Templates > New.

  2. Enter a name for this template.

    The Mail Merge page displays this name on the Template subtab.

  3. In the Subject field, enter the subject of the letter.

  4. In the Description field, enter information about this letter template.

  5. In the File field, select the template file.

    1. Select New, and then choose your template file.

    2. Click Save.

  6. Optional. On the Restrict Access subtab, check the Private box.

  7. Optional. To restrict access by group, select this group in the Restrict to Group field.

    Note:

    You cannot assign private templates to groups.

  8. Click Save.

Now you can select this template when you perform a letter merge. For more information, see Merging Letters.

Related Topics

General Notices