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Start Mail Merge

This example shows you how to send a mail shot to all the people in the My CRM | Contacts tab.

To send the mail shot out:

Select My CRM, then click on the Contacts tab. If the Contacts list is empty, select the Add Contacts or Add Group Of Contacts buttons to add people to the list.
Once you have a list of contacts in the Contacts tab, select the Start Mail Merge action on the right-hand side of the page. A list of Shared templates is displayed. Note: The Mail Merge button available from the New menu button on the left-hand side of the page merges a single contact’s details with a document template. The actions on the right-hand side of the screen will merge the document for all contacts in the current list.

Click the hyperlink of the template you want to use for this mail shot. The Edit and Merge Document page is displayed. If you are working with an HTML template, you can make changes to the template before you merge.
Make any changes you want to the template. You can insert Sage CRM merge fields by selecting them from the Insert Sage CRM Field drop-down box. Note: You can click the Preview Merge button to preview how the merged document will look.
When you are happy with your merged document, click the Merge and Continue button to perform the merge. The template is merged with the contact details of each of the contacts in the Contacts tab.
Print the letters at this point if you wish.
Return to CRM and complete the Communication details. A link to the communication record and document is stored against each contact.