How to use the Mail Merge Tool in FranConnect

First go into your system and download the Mail Merge tool by going to your name at the top right of the system.

Select Options > Integrator > Miscellaneous > Mail Merge.6-21-2022_2-36-50_PM.pngNow if you have admin rights to install the software on your computer you can install this software. If you do not have Admin rights you may need to have your IT departments help.6-21-2022_2-38-31_PM.pngNow that it is installed open the application up and it will ask for your build code. This can be found on the same page where you downloaded the application. Once the build code is added the system will need your login with your user name and password.

Now when you login, the application will ask which module you are doing a mail merge file for. Select the correct section.Screen_Shot_2017-12-19_at_11.41.51_AM.pngThen select the Contact, Lead, or Location you want to create the document for.Screen_Shot_2017-12-19_at_11.42.02_AM.pngNow select the previously uploaded document you want to use and select Merge.Screen_Shot_2017-12-19_at_11.42.27_AM.pngNow you will have a completed Mail Merge file that can be sent.

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