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Start mail merge
This example sends a mail shot to all Sage CRM contacts.
- Click the My CRM | Contacts tab. If the contacts list is empty, click Add Contacts or Add Group Of Contacts to add people to the list.
- Once you have a list of contacts, click Merge to Word or Merge to PDF on the right-hand side of the page. A list of shared templates is displayed. Note: New | Merge to Word or Merge to PDF on the left-hand side of the page merges a single contact’s details with a document template. The actions on the right-hand side of the screen merge the document for all contacts in the current list.
- If your System Administrator has disabled the Merge to Word option at a system level, the Merge to Word button isn't displayed.
- Click the template you want to use for this mail shot. If you're working with an HTML template, you can make changes to the template before you merge.
- 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. Note: You can click Preview Merge to preview how the final merged document will look.
- When you're happy with your merged document, click Merge and Continue to perform the merge. The template is merged with the contact details of each of the contacts in the Contacts tab.
- Print the letters at this point if you want.
- Return to Sage CRM and complete the details of this communication. A link to the communication record and document is stored against each contact.
See Also:
Introduction to list actions
Performing a mail merge to multiple contacts
New task
Send emails
Export to file
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