Difference between revisions of "Mail Merge"
From TrueERP wiki
Simon Clive (Talk | contribs) |
|||
| Line 1: | Line 1: | ||
| − | <menu name=myMenu align=center> | + | <menu name="myMenu" align="center"> |
More Detail= | More Detail= | ||
[[Canvasser]] | [[Canvasser]] | ||
| Line 19: | Line 19: | ||
[[Source List]] | [[Source List]] | ||
[[Sales Pipeline]] | [[Sales Pipeline]] | ||
| − | </menu> | + | </menu> |
| + | |||
== Overview == | == Overview == | ||
| − | '''Finding the Mail Merge Function''' | + | '''Finding the Mail Merge Function:''' |
*'''Select CRM tab''' | *'''Select CRM tab''' | ||
| Line 37: | Line 38: | ||
*'''Customer Mail Merge''' - design this template to how you want it to look before you do your mail merge | *'''Customer Mail Merge''' - design this template to how you want it to look before you do your mail merge | ||
| − | *Then select either '''Email Print File '''or'''Fax''' and enter an '''Email Subject''' if sending via email. | + | *Then select either '''Email Print File '''or '''Fax''' and enter an '''Email Subject''' if sending via email. |
*Then press '''Send''' | *Then press '''Send''' | ||
Latest revision as of 00:15, 23 January 2014
Overview
Finding the Mail Merge Function:
- Select CRM tab
- Mail Merge Button
NOTE: Be very careful when using mail merge for emails as each country has its own anti-spam requirements that you must comply with. Also, you may find that your ISP may block your account if you try to email more than 50 emails at one time. This is not a problem in ERP but your internet provider could see it as spam therefore running the risk of being black listed. You must advise your provider and use a Mass Mail Company, then use the Setup Host tab to set this up.
- Now select your group for the mail merge eg Customers
- Then choose your list from the drop down menu or filter on this list to give you the customers you wish to send the mail merge to
- Then choose the Template from the drop down menu - this template can be altered by going to:
- Templates
- Customer Mail Merge - design this template to how you want it to look before you do your mail merge
- Then select either Email Print File or Fax and enter an Email Subject if sending via email.
- Then press Send
