Merge Templates: Duplicating an Existing Letter/Email/SMS Merge
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- Go to 'Settings' > 'Tracks, Merge & Brochures'
- Select either letter/email/sms merge option from the left-hand pane
- Open the letter/email/sms you'd like to edit
- Click 'Duplicate'
- Enter a name for the letter/email/sms merge into the text box
- Click 'Done'
- Select the module of your letter/email/sms from the drop-down
- Enter a description into the text box to describe the new letter/email/sms merge
- You can either edit the existing merge or add additional information
- Click 'Save Changes'