Open topic with navigation
Get link | About Sage CRM editions
Performing an internal mail merge
User Requirement: Information Manager rights
These steps merge the group members with a document template. The steps assume you've already set up a Internal Mail Merge wave activity and a document template. And that the Campaign workflow is switched on for your campaign.
- Click Marketing on the Main menu and click the Campaign List tab.
- Open a campaign and click the Do Mass Mail Merge workflow button.
- Select the group you want to merge with and click Save. A list of shared templates is displayed.
- Select the template you want to use and make any required changes to the template. To insert Sage CRM merge fields, select them from Insert Sage CRM Field.
- Click Merge and Continue to perform the merge.
- When the merge is complete, click the paperclip icon to view the merged document, or click Continue. If you don't want to save the merged document as a communication, deselect Create Communication.
- Complete the relevant fields in the Details and Scheduling panels on the Save Merged Document as a Communication page and click Save. The Wave Activity Summary page is displayed, with Status set to Actions Completed.
See also:
Document Templates. Refer to the System Administrator Help
Open topic with navigation
Sage CRM user assistance PDFs
