Using the Insert Merge Code Inline

The Insert Merge Code inline can be used for inserting system merge codes into templates and email messages.

To insert a merge code:

1. Open the Edit Personal Copy screen. How?

   1. From the Main Menu bar, click the Marketing icon.

   2. Click the [Template Type] Library link in the appropriate portlet.

   3. Select a personal category from the Show Category drop-down list.

   4. For presentations, flyers or postcards, hover your mouse over the template, and then click the Edit [Pages/Flyer/Postcards] link.

   Or

   For Letters/Emails/Envelopes/Labels, click the name of the template.

2. For presentation templates, click Edit Page. Otherwise, proceed to step 3.

3. Click Insert Merge Code.

4. Select the Type radio button for the merge code your want to insert: text or picture.

5. Select from the Category drop-down list, or leave it set as "all".

6. Select from the Merge code drop-down list and click the Insert merge code button.

Note: If inserting the MLS Disclaimer merge code, a disclaimer only appears if your MLS has provided one and your presentation contains comparables that you imported from your MLS. Otherwise, nothing appears where this merge code is inserted.