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How to run an E-mail Merge


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

Select a Template Category - whether Text or HTML

Select a Template from List
7.
Enable Add Automation URL, as needed
Click on the URL Automation arrow to selectURL Automation must first be setup by the Administrator on the Setup module.
8.
Click Next and,
Confirmation Screen opensContacts processed, exclusions, sender, reply, greeting and close are pre-populated.
9.
Edit Subject and Body, as desired
10.
Click Attach File Browse button and select a file from explorer
11.
Click on Attach from Library arrow to select a record from Library.
12.
Click on Add More Attachments link under each attachment field if you want and the screen adds more fields to use.
13
Click Send button
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
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