Difference between revisions of "Mail Merge"
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| + | == 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''' | ||
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
