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Creating Siebel Mail Merge Templates

There is no installation required to use Mail Merge for Word because its toolbar is attached to each template file. The following procedure describes how to create a Siebel Mail Merge template using the Mail Merge for Word toolbar. Using the toolbar to create Siebel Mail Merge templates allows you to make sure that your Siebel CRM On Demand data will support the personalization you are embedding into the template.

About Opening Siebel Mail Merge Templates

To make sure that Mail Merge for Word is attached to any templates that you create or modify, you must always open the original template files. Make sure you have opened the original template file by checking the title bar. The document title should have a .dot extension.

NOTE: Do not double-click the file to open it. This simply opens a new Word document based on the template file. If you save any changes while in this mode, you will be saving a normal Word document that does not have the Mail Merge for Word toolbar attached.

To create or modify Siebel Mail Merge templates

  1. Save the Siebel Mail Merge Template .dot file to your computer.
  2. Right-click the Siebel Mail Merge template that you have saved locally and select Open. The file opens in Word.
  3. Create a typical correspondence using the Mail Merge for Word toolbar and Word functionality.

    You can refine recipients, insert Siebel fields, preview, and so on. For specific details about how to create a correspondence using the toolbar, see Creating Direct Mailings or Mass Emails with Mail Merge for Word.

  4. Before saving the template, unlink the data source from the template as follows:
    1. Click the Main document setup button on the Microsoft Word Mail Merge toolbar.
    2. In the Main Document Type dialog box, select the Normal Word document radio button.

      NOTE: If the Microsoft Word Mail Merge toolbar is not visible, access it by clicking View > Toolbars > Mail Merge in the Word menu bar. If you are using Office 2007, this option is available in Mailings tab > Start Mail Merge

      CAUTION: If you save and publish a template before unlinking the data source, the file will attempt to connect to a data source on the local machine when it is used.

  5. Do one of the following:
    • If you are saving a new template, select File > Save As.
    • If you are saving changes to an existing template, select File > Save.

Published May 2008