Carrying out an Internal Mail Merge

This step assumes you have already set up the wave activity and the document template.

To merge the group members with a document template:

1. Click on the Marketing button.
2. Select the Campaign List tab.
3. Select the Campaign Wave Activity for the mail merge action.
4. Select the Do Mass Mail Merge workflow button. The Progress Wave Activity page is displayed.
5. Select the group you wish to merge with.
6. Click on the Save button. A list of shared templates is displayed.
7. Select the template you want to use from the list.
8. 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.
9. When you are happy with your merged document, click theMerge and Continue button to perform the merge.
10. When the merge is complete, click the paperclip icon to view the merged document, or click Continue to go to the Save Merged Document as a Communication page. If you do not want to save the merged document as a communication, you can deselect the Create Communication check box.

11. Complete the relevant fields in the Details and Scheduling panels on the Save Merged Document as a Communication page.
12. Select the Save button. The Wave Activity Summary page is displayed, with the Status field set to Actions Completed.

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See also:

Document Templates. Refer to the System Administrator Help