Sage CRM offers mail merge functionality for both individual records and batch operations and integrates Mail Merge with workflows and marketing campaigns.
You can initiate a mail merge from the specific record you're working with (e.g., a Company or Opportunity record). This is ideal for personalized communication.
Sage CRM allows you to perform mail merges on a group of records that meet certain search criteria. This is efficient for creating bulk marketing documents.
Sage CRM lets you create mail merges using either Word or HTML templates to generate documents. You can choose the final format as Word or PDF.
You can use pre-made Word documents or create new ones with your formatting.
Users can build HTML templates directly in Sage CRM for more flexibility.
Existing Word Templates can be converted to HTML for more advanced editing within Sage CRM.
Articles
- How Mail Merge Works
- Mail Merge in Sage CRM
- Using the Mail Merge Feature: Some Practical Tips
- Working with Microsoft Word mail merge templates in Sage CRM
- Working with Microsoft Word Templates in Sage CRM
- Editing an Existing Microsoft Word Mail Merge Template in Sage CRM
- Ensuring a New Custom Entity has Mail Merge capabilities
- Editing Word Templates and Adding in 'Check Boxes' in the merged document
- Workflow Mail Merge to PDF
- Campaign Activities: Internal Mail Merge and Telesales
- Configuration of Quote/Order merge document names
- Quote/Order template selection with the Send Quote/Order action
- Support for Nested Mail Merge (1)
- Support for Nested Mail Merge (2)
- Support for Nested Mail Merge (3)