Template Merging

What is Template Merging?

Template Merging allows you to easily create documents using the fields from your database in Enquire CRM.

How to find your company's Available Fields

These fields will be used to fill in the information to a Template.

1. Click Templates on the left hand menu
   
2. Click Document Templates
   
3. Click the Available Fields link
   
4. This will display a list of fields that you can use for creating a Template
   

How to create a Template

1. Create a document using Microsoft Word with your company's Available Fields.
   
2. Navigate to the Document Templates page and drag or click to upload your newly created template to Enquire CRM.
   

NOTE: The maximum file size upload for Document Templates is 10 MB.

How to use your Templates

1. Navigate to the profile you would like to send your document to
2. Click the Add button in the top right
    
3. Click Template Merge
   
4. Click Download next to the Template that you would like to download
5. Once the download has finished, open the document in Microsoft Word and the designated fields will be filled out with the profile's information
   

Using your Templates with Lists

1. Click People on the left menu, then click Lists
   
2. From the list of buttons to the right of each list, click the blue Merge to Document button for the list you would like to merge into a template
   
3. Click the blue Download link to the right of any of your available Templates
   
4. Once the download has finished, open the document in Microsoft Word and you will see a document for each individual from your list with the designated fields filled out for each individual
   

Using your Templates with a Campaign

1. Click Campaign on the left menu
   
2. Click the blue document icon to the right of a campaign  or click on the name of a campaign and click the blue Merge to Document button
   
   
3. Click the blue Download link to the right of any of your available Templates
   
4. Once the download has finished, open the document in Microsoft Word and you will see a document for each individual from your list with the designated fields filled out for each individual