x Want to participate? Join the group to interact
  • State Not Answered
  • Replies 2 replies
  • Subscribers 74 subscribers
  • Views 249 views
  • Users 0 members are here
Browse Forums
Announcements
105
topics
32
replies
General Discussion
6k
topics
18k
replies
King_1

Sage CRM Mail Merge

Posted By
Hello all, I apologize if this is such a basic question but I have never dealt with a Mail Merge before and don't quite understand what it is. I have actually successfully done a mail merge in CRM and created the document. My question is this, does the mail merge actually SEND the email? I used a test list and the doc was created and a communication record was added but no emails were received at the test addresses. Any help on this would be greatly appreciated. I've been working on this for 4 days and can't find much info about this specific inquiry... I feel like I'm the only one in the world who doesn't know what mail merge does. Thanks in advance for any help. King
  • 0

    Hello,

    Mail merge does not send an email, it just created a document. I am guessing you merged to a .html file, hence the thought it should send an email?

    The reason 7.1 SP2 and latter versions use .html files to merge to, is so that word is not required, and the mail merging can be carried out in Chrome, Firefox and Safari.

    So a mail merge will just create the document, it will not send an email.

    You can send a 'mass email', but, you would have to create a template with dynamic fields associated to the entity you want to mass email, then from a find/group etc. select 'New Email', this would then merge the group contents to the fields you have specified in the email, and send the emails to the valid email addresses from within the group.

    Hope I haven't got what you are asking confused, and that helps a little.

  • 0

    Thank you very much. I just got back from being closed for the holidays and am being asked again about this. Thanks for the explanation.

*Community Hub is the new name for Sage City