Difference between revisions of "8 Mail Merge"
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Simon Clive (Talk | contribs) (Created page with "Mail Merge Can you correctly use the Mail Merge Function? Select CRM tab Mail Merge Button NOTE: Be very careful when using mail merge for emails as you can not email more tha...") |
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| − | Mail Merge | + | '''Mail Merge''' |
| − | Can you correctly use the Mail Merge Function? | + | Can you correctly use the Mail Merge Function? |
| − | Select CRM | + | *Select the '''CRM''' module and then the '''Mail Merge''' button |
| − | Mail Merge | + | *Use the '''Tick''' boxes in the '''Send''' column to select your group/s for the '''Mail Merge Eg Customers'''. |
| + | *Select 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. | ||
| + | *Choose the '''Template''' from the drop down menu. | ||
| + | *Select either '''Email - Print - File''' or '''Fax''' and enter an '''Email Subject''' if sending via email | ||
| + | *Then press '''Send''' | ||
| − | + | '''NB:''' Be very careful when using mail merge for emails as you can not email more than 50 emails at one time out of one location, as this is not a problem in ERP but your internet provider would 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. <br> | |
| − | location, as this is not a problem in ERP but your internet provider would see it as spam therefore running the | + | |
| − | black listed. | + | |
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Latest revision as of 16:44, 20 December 2011
Mail Merge
Can you correctly use the Mail Merge Function?
- Select the CRM module and then the Mail Merge button
- Use the Tick boxes in the Send column to select your group/s for the Mail Merge Eg Customers.
- Select 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.
- Choose the Template from the drop down menu.
- Select either Email - Print - File or Fax and enter an Email Subject if sending via email
- Then press Send
NB: Be very careful when using mail merge for emails as you can not email more than 50 emails at one time out of one location, as this is not a problem in ERP but your internet provider would 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.
