IRIS AutoMail uses ‘tags’ in a template to merge details from the client database. For example, if you have inserted a client name ‘Smiths’ on a client and you’d like AutoMail to merge these details when you generate an AutoMail letter, you’d need to insert the client name tag into an AutoMail template.
To add tags in a Word template, there are two steps
Step 1 - Select the tags in the Tag Selection Screen
Step 2 - Add the tags to the Word template
The Tag Selection screen opens at the same time as the Microsoft Word document template. At this point both screens can be used simultaneously to create and save the templat
To select the Tags in the Tag Selection Screen:
Log on to IRIS AutoMail from IRIS Main Menu
The IRIS AutoMail - Letter Request browser screen displays, select the Templates icon on the toolbar.
The AutoMail - Letter Template Maintenance screen displays. Highlight your template and select the Edit icon on the toolbar to edit the template.
The template will be displayed, toggle on the Field codes (Press ALT F9 on your keyboard. For more information, please read Knowledge Based Article 1490)
Minimise MS Word , the Tag Selection screen will be displayed.
Any tags that need to be inserted can be done via the Tag Selection Screen. These are then available to be entered in MS Word.
To select the tags in the Tag selection screen, for example, the Clients Identifier and the Partner Identifier you would need to open the following folders:
The Particular Client | Common, select IRIS Client Identifier
The Particular Client | Common | Partner responsible for Client, | select Identifier within IRIS
Click on the Refresh button
Maximise MS Word.
Place the Cursor where you would like to enter the tag. For example, to enter the Client ID, you would place the cursor at the top of the page.
Click on the Mailings Tab, in the Write & Insert Fields section click on the Insert Merge Field down arrow.
Click on the Tag that you would like to enter in the document. For example the Client Identifier, this will be displayed as LMCLIrisIdentifier
This will be displayed in the document as { MERGEFIELD LMCLIrisIdentifier }
Place your cursor where you would like to add the Partner Identifier. Select the Mailings Tab in the Write & Insert Fields section, click on the Insert Merge Field down arrow.
Click on the Tag that you would like to enter in the document. For example the Partner Identifier, this will be displayed as LMCLPartnerIdentifier
This will be displayed in the document as { MERGEFIELD LMCLPartnerIdentifier }
Once all the tags have been entered in the document, minimise MS Word.
The Tag Selection Screen will be displayed, click Save and close.
Click the Insert Merge Field icon (located on the left of the Insert Word Field in the task bar above the document).
Click on the Tag that you would like to enter in the document. For example the Client Identifier, this will be displayed as LMCLIrisIdentifier
This will be displayed in the document as { MERGEFIELD LMCLIrisIdentifier }
Place your cursor where you would like to add the Partner Identifier. Click Insert Merge Field (located on the left of the Insert Word Field in the task bar above the document)
Click on the Tag that you would like to enter in the document. For example the Partner Identifier, this will be displayed as LMCLPartnerIdentifier
This will be displayed in the document as { MERGEFIELD LMCLPartnerIdentifier }
Once all the tags have been entered in the document, minimise MS Word.
The Tag Selection Screen will be displayed, click Save and Close.