📌 Step 1: Open the Designs Tab

1️⃣ Navigate to the Direct Mail section.

2️⃣ Click the Designs tab.

3️⃣ Your saved designs will appear in the list.

⚙️ Step 2: Open Variable Mapping

1️⃣ Locate the design you want to use.

2️⃣ Click the three-dot menu beside the design.

3️⃣ Select Edit Variable Mapping.

This will open the Variable Mapping panel.

🔎 Step 3: Select a Variable to Map

1️⃣ Open the dropdown menu for the field you want to map.

2️⃣ In the search bar, type the variable you want to assign.

Example:

If mapping Contact City, type:

contact city

3️⃣ Select the matching variable from the list.

You will know it is correct when the variable name matches the field title exactly.

🧩 Step 4: Map All Required Fields

Repeat the process for the remaining fields.

Common fields include:

Contact First Name

Contact Last Name

Contact Address

Contact City

Contact State

Contact Zip Code

These fields allow the system to automatically populate each letter with the recipient's information.

💾 Step 5: Save the Mapping

1️⃣ Once all fields are mapped, click Save.

2️⃣ The variable mapping will now be applied to the design.

✅ Step 6: Confirm Successful Mapping

After saving, return to the Designs tab.

If the mapping was completed successfully, a checkmark icon will appear next to the design.

This indicates the template is ready to be used for sending direct mail.

📊 Expected Result

Your direct mail template will now automatically populate recipient information when sending letters, allowing you to personalize mail for each contact without manual editing.