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How do you assign stationary to a template?

PostPosted: Thu Aug 06, 2009 1:12 pm
by macfreq
I've created a new HTML Stationary but I'm having trouble seeing how to assign the stationary to a template.
I created a new template by creating a merge list and doing a Save As Template...
But when I try to edit the new Template in Settings I don't see how to assign the new stationary to the template, the template still has the old stationary from the Save As Template step.

Thanks for any pointers,

Tom

PostPosted: Fri Aug 07, 2009 6:02 am
by John Sindelar
Hi Tom,

You're right: this is a little confusing since the assignment isn't made in Settings. It is done when you're composing a mailing.

So open a recent mailing that uses the template you're interested in. (Grab one that hasn't been merged, make a new one, or revert one you've merged.) Click on the "Stationery" region in the left hand side below "Plain Text Part" and you'll see a "Select Stationery" button. Change the stationery using that button and then click "Save As Template..." opting to replace the current template.

That's it. If you now make a mailing with the template you'll see it uses the new stationery. This routine doesn't make a new preview for you automatically (the thumbnail you see when selecting a template) so if your stationery really changed the look of the template you'll want to make a new one of those in Settings or paste one in there.

Hope that helps,

John

PostPosted: Mon Aug 10, 2009 10:43 pm
by macfreq
Thanks John! That was the issue, I knew I saw that somewhere but couldn't find where that button was.

I don't think I saw this mentioned in the documentation for Templates or Stationary. Could be a good addition.

Thanks again.