An Email merge template must already have been setup by your Administrator on Setup an Email Merge TemplateiCRM provides you with an easy to setup Email Merge functionality.
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E-mail Merge Template must already been created. Outgoing Email Settings must already be set. |
How to run an Email Merge
1. Select Contacts or Leads from the Object Navbar.
2. Click on Tools > Mass ActionEmail Merge button from the Action bar. Mass Action dialog Wizard opens.
3. Select a Record Source. There are 4 optionsYou may be presented with 2 or 3 options for the record Source: Selected Records, All Records from Account, Public Mailing List and View.
a. For Record Source = Selected Record. Email recipient are the selected contacts, count of which is displayed on screen.
(Note: This option will only show if customer has selected records from the open view) 
b. For Record Source = All Records from Account. Email recipient are contacts under the selected Account.
On the Accounts dropdown, select an Account.
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b. For Record Source = Public Mailing List. Email recipient are contacts with the same entry on the Mailing list field.
On the Public Mailing List dropdown, select a Mailing List.
dc. For Record Source = View. Email recipient are contacts listed on the selected view. Here is a link on How to Create a view.
On the View dropdown, select a View.
4. Click Next, dialog box opens.
5. Set Exclude from Mailing List checkbox as needed.
56. Select Sender
6. This can be the user logged-in or the Account Owner.
7. Select Reply To
7. This can be the user logged-in or the Account Owner.
8. On the Email template dropdown, select a Template.
8. Select Delivery Priority as needed.
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The first dropdown is for category if you sent a category on the template.
9. Click Choose File, to attach a file.
10. Click and select a record from the Library module, as needed.
1011. Type Internal Comments as needed.
12. Click Next, dialog box opens.
Notice that Mail Preview displays. This shows the number of recipients and other details.
You may edit as desired.
1113. Click ProceedSend.
1214. Click Yes to confirm actionon Proceed prompt box.
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