Using mail merge with e-mail

ACT! Premium Web 2005 Server

Using mail merge with e-mail

You can use mail merge to send an e-mail message to multiple contacts or to a single contact. Mail merge uses a document template. For more information about templates, see Creating a document template. There are several ways to access mail merge; the following procedures describe two of the ways.

To send an e-mail message to multiple contacts using mail merge

  1. (Optional) Create a lookup of the contacts to whom you want to send the e-mail message. For information on locating specific contacts, see Looking up contacts.

  2. From the Write menu, click Mail Merge.

The Mail Merge Wizard opens.

  1. Follow the instructions on the screens, clicking Next to advance. Press F1 for field definitions.

When you click Finish, the message is sent to the recipients.

To send an e-mail message to a single contact using mail merge

  1. From the ACT! E-mail window, from the Actions menu, click New Mail Message (from template).

The Mail Merge Wizard opens.

  1. Follow the instructions on the screens, clicking Next to advance. Press F1 for field definitions.

When you click Finish, the message is sent to the contact.