Although this is not a required part of creating Forms mail merge templates, it is recommended that you download the default template as a starting point. This template can be modified in anyway you choose, but the default is complete with all necessary field mappings. Having a initial template on file also gives you the ability to make necessary changes as they arise, without having to start over from scratch.
To download the default Forms mail merge template
- Go to Forms Settings.
- Expand Mail Merge Templates.
- To create form details merge templates, click Forms Details.
- Click the Download Default Mail Merge Template link.
- Save this document locally.
For instructions, see Access Forms Settings.
The Mail Merge Template page is displayed.
—Or—
To create form log merge templates, click Forms Logs. The Mail Merge Template page is displayed.
To learn about the difference between Form Details and Form Logs, see Manage Form Mail Merge Templates.
*This is procedure 1 of 4 in creating Forms mail merge templates. The next procedure is Download e-Builder Field Mappings.