See AlsoScenario for Creating a Print Template
As the Marketing Manager at Ryan Inc, the agency that promotes Neptune University, you are launching a Campaign to promote the new Courses that are launched in the current academic year. You want to print personalized brochures to dispatch to Targets using postal mail.
Using a Print Template, you need to merge Property details in the letter that you will dispatch to your Targets.
Steps
1. Create the Print Template and set Contact as the base Object.
2. In the Content tab of the Print Template or in MS Word, create the Print Template you want to send through snail mail.
3. Merge the Target Properties in the Print Template.
4. Print the letters that you want to send to your Targets.
Scenario for Working with Conditions in a Letter type of Print Template
Steps
1. As the Admissions Coordinator at Neptune University, you dispatch letters to students who respond to the Admissions Campaign to apply for undergraduate programs at Neptune University. Admissions are based on SAT scores of students and are available in the SAT Score custom Contact Property.
2. In the Year2014 Print Template, you create the SAT Call and SAT Waitlist conditions. For students who progress to the Create Letter step of the Admissions Campaign, the Year2014 Print Template associated with the Create Letter step is used to dispatch letters to students based on the conditions they satisfy:
◦ The SAT Call Condition: Students whose SAT Score exceeds 2200 satisfy this condition. A letter is printed inviting such students to join Neptune University.
◦ The SAT Waitlist Condition: Students whose SAT Score is less than or equal to 2200 satisfy this condition. A letter is printed informing such students that their applications are waitlisted.
3. Print letters to be dispatched to the students using the Year2014 Print Template.
Invitation letters based on the SAT Call condition are printed for students whose SAT scores exceed 2200, and waitlist letters based on the SAT Waitlist condition are printed for students whose SAT scores are less than or equal to 2200.
Scenario for Working with Conditions in a Label type of Print Template
Steps
1. As the Dispatcher at Neptune University, you use a Label type of Print Template based on the Contact Object to print address labels used in postal mail.
2. Toward this, create labels using the Name, Street1, Street2, City, State, and Country Contact Properties.
3. In the Conditional Merge dialog box of the Print Template, specify the following Conditions:
◦ Complete Details Condition: To print labels of Contacts for whom information is available in all the above Properties.
◦ Partial Information Condition: To print labels of Contacts in which information is not available in the Street2 Property, but is available in every other Property.
4. When you view or print the labels, details of Contacts that satisfy either of the conditions are printed.
A blank space will not be included for the Street2 field for Contacts who satisfy the Partial Information condition.
Thus, you can print information without compromising on the format of the label when values of some Properties are not available in some Contacts.