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How to run an E-mail Merge


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Action
Description
1.
Select Contacts from the Module Tabs.
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2.
Click on Tools > E-mail Merge from the Action bar.E-mail merge form opens
3.
Select an Option
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3.a
Option = All Contacts from AccountsThis produces one document per contact belonging to the account.
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Click Select Accounts arrow to open the Accounts dialog box and select a specific Account.
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3.b.
Option = Public Mailing ListThis produces one document per account/contact with the same mailing list
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Click Select Public Mailing List arrow to open the Mailing List dialog box and select a specific entry.
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3.c.
Option = Advanced SearchThis produces one document per contact included in the new search result
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Click New Search arrow to open the Advanced Search form. Follow this link for details on how to setup a New Search.
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3.d.
Option = Saved SearchThis produces one document per contact included in the search result
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Click Select Search List arrow to open the List and select a specific entry.
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4.
Set Exclude from Mailing List as needed
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5.
On the Delivery Options section,
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Select Sender
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Select Reply To
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Set Return Receipt
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Set Return Delivery Priority
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Set Importance
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6.
On the E-mail Template Section,

Select a Template Category - whether Text or HTML

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Select a Template from List
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7.
Enable Add Automation URL, as needed
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Click on the URL Automation arrow to selectURL Automation must first be setup by the Administrator on the Setup module.
8.
Click Next and,
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Confirmation Screen opensContacts processed, exclusions, sender, reply, greeting and close are pre-populated.
9.
Edit Subject and Body, as desired
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10.
Click Attach File Browse button and select a file from explorer
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11.
Click on Attach from Library arrow to select a record from Library.
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12.
Click on Add More Attachments link under each attachment field if you want and the screen adds more fields to use.
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13
Click Send button
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14.
Click OK on the prompt.E-mail is sent and activity log is created. 
This Email then goes on a queue and will be sent in a set interval by a CRON process