Contacts
Create a merge document
- Click Add New Merge Document
- Add a Title
- Add the relevant content to the Document
- Add the relevant Note Type Document
- Click Save or Save & Close
Tip: Templates are a newer and more powerful tool that can be used throughout many areas of the system.
Note: When emailing a Merge Document, the note that is generated by the system (for each recipient) will use a specified Note Type. If a Note Type is not specified, The 'System Generated' note type will be used instead.
Update a merge document
- Click the Update icon next to the Merge Document you wish to update
- Make any changes to the Merge Document settings or content as required
- Click Save or Save & Close
Note: if you are unable to find a Merge Document it may have been deactivated. Deactivated Merge Documents can be viewed by selecting the Inactive tab above the list of Merge Documents.
Duplicate a merge document
- Click the Duplicate icon next to the Merge Document you wish to copy
- Click the Update icon next to your duplicated Merge Document
- Make any changes to the Merge Document settings or content as required
- Click Save or Save & Close
Tip: We recommend that you change the name of the duplicated Merge Document to avoid confusion with the original.
Delete a merge document
- Select the Delete icon next to the Merge Document you wish to remove from the system
- Click Ok to confirm that you wish to delete the selected Merge Document
Tip: You may wish to deactivate the Merge Document if you do not want it permanently deleted.
Warning: Once a Merge Document has been deleted it cannot be retrieved or recovered.
Deactivate and activate a merge document
- Click the Deactivate icon next to a Merge Document
- View deactivated Merge Document by selecting the Inactive tab above the list of Merge Documents
- Click the Activate icon next to the deactivated Merge Document you wish to reactivate
Note: Inactive Merge Document will not appear in lists of available Merge Document in other areas of the system.
Send merge document
- Click the Envelope icon next to the Merge Document you would like to send
- Select the desired Recipients using the select boxes and search box
- Select the required Sender settings
- Click Submit & View Document
- Click Compile to Email
- Click Send Email to All Selected Recipients
Send one time merge document
- Select One Time Merge Email
- Select the desired Recipients using the select boxes and search box
- Enter the Email Subject and Document Content
- Select the required Sender settings
- Click Submit & View Document
- Check if the document is correct
- Click Compile to Email
- Edit email Settings and Recipients
- Click Send Email to All Selected Recipients
Create a merge mailout group
Merge Mailout Groups allow a user to assign people to a group which allows easy communication with a group of contacts within the system.
- Select the Merge Mailout Groups Button
- Click Add New Group
- Enter the Desired group name
- Click Submit
Update a merge mailout group
- Select the Merge Mailout Groups Button
- Select the Update icon next to the Merge Document you wish to update
- Make any changes to the Merge Mailout Group name
- Click Submit
Add contacts to a merge mailout group
Contacts
- Search for required Contact
- Select the checkbox next to the required contacts
- Scroll down to add to Merge Mailout Group
- Select required Merge Mailout Group from drop down
- Click Add to Group
Note: Inactive Merge Mailout Groups will not appear in lists of available Merge Documents from the Drop Down box.
Send merge document to a merge mailout group
- Click the Envelope icon next to the Merge Document you would like to send
- Click Send to a merge mailout group
- Select the merge mailout group you want to send to
- Select the required Sender settings
- Click Submit & View Document
- Click Compile to Email
- Click Send Email to All Selected Recipients
Merge Documents Webinar
This webinar demonstrates:
- Creating Merge Documents
- Sending Merge Documents
- Sending a One Time Merge Email
- Printing Envelope Labels