How to Create a Mail Merge Template in Directory Monitor

Creating a mail merge template in Directory Monitor involves working with the MailJack Plus (MJ+) website, as the template creation process is handled externally. Once set up, the template will be available for use in both Directory Monitor and MJ+. This guide walks you through the steps to create a mail merge template and provides links to additional resources for further assistance.

Prerequisites

Before you begin, ensure the following:

1. You have a Click2Mail account and are logged into Directory Monitor.

2. Your mail merge document has been created in your Click2Mail account. (Refer to Creating Mail Merge Documents in Click2Mail for help.)

3. You are familiar with logging into the MailJack Plus (MJ+) website using your Click2Mail credentials.

Step-by-Step Instructions

Step 1: Start the Template Creation Process in Directory Monitor

1. Open Directory Monitor and click on the Menu dropdown at the top of the screen.

2. Select Create Template from the dropdown menu.
   This action redirects you to the MailJack Plus (MJ+) website.

Step 2: Log Into MailJack Plus

1. On the MJ+ website, log in using your Click2Mail credentials.
   (Note: Directory Monitor and MJ+ are independent systems. Logging into MJ+ is always required.)

Step 3: Select the Mail Merge Option

1. Once logged into MJ+, locate the "Send Letter with Mail Merge" option on the homepage.

2. Click Upload File under the Mail Merge section.

Step 4: Create a New Template in MJ+

1. On the next screen, click Create Template.

2. Follow these steps to configure your template:

   • Name Your Template: Enter a meaningful name for your template (e.g., "Invoice Mail Merge 2024").

   • Select Document Type: Choose the appropriate document type (e.g., 8.5x11 Letter).

   • Configure Layout and Printing Options: Define the address layout, paper type, and print settings.

   • Select Return Address: Choose or input your return address.

3. Click Save Template and Continue to finalize your template.

Step 5: Use Your Template in Directory Monitor

1. After completing the template setup in MJ+, return to Directory Monitor.

2. When creating a new mail merge monitor, Directory Monitor will automatically pull your saved templates from MJ+ via an API call.

3. Select the appropriate template from the list and proceed with your mail merge setup.

Additional Resources

• Video Tutorial: How to Create a Mail Merge Template in MJ+

• Video Tutorial: How to Insert Mail Merge Fields in Click2Mail’s Mail Online Pro

• Guide: Insert Mail Merge Fields

• Support: For troubleshooting, contact the Customer Support Team at support@click2mail.com or call 866-665-2787.

FAQs

1. Why do I need to log in to MJ+ separately?
   MJ+ operates independently from Directory Monitor and Click2Mail. Logging in ensures secure access to your account and templates.

2. Can I edit templates after creating them?
   Yes. Templates can be edited directly in MJ+ by following the same process to locate and manage them.

3. What happens if I encounter an issue during template creation?
   Contact Click2Mail Customer Support for assistance.