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  •  To re-assign Contacts to a different Rep, click the ADD RELATIONSHIP (D) button. You’ll be able to search for a group of Contacts or an individual Contact entry.
  •  To run e- mail merge campaigns for groups of Contacts, click the MAIL MERGE (E) button.
  •  To add event-specific notes or general notes to a Contact, select it and click the ADD NOTES (F) button.
  •  To create a new Contact entry manually, click the ADD CONTACT (G) button.
  •  To remove a Contact, select it and click the DELETE CONTACT (H) button.

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Rw ui steps macro
Rw step

In the Contact Manager search window select filter criteria, for example, a predefined Category, and click FILTER.

CMr_AdvancedSearch_zip3.png
Rw step

Click MAIL MERGE. The system will create messages for all filtered results.

CMr_MailMerge2.png

Alternatively, you can click MERGE to run mail merge for just one Contact directly from the Contact Details screen.

CMr_MailMerge1.png
Rw step

In the Mail Merge Options dialog select the Activity Type:

  • Direct Mail - Generates a list of contact information to be used with MS Word in order to print letters to be sent by post.

  • Email - Generates e-mail messages to the filtered Contacts.

  • To Do - Adds a reminder to the Calendar to call the selected Contacts.

  • Campaign- Creates a Marketing Campaign.

CMr_MailMerge_opt.png

Depending on the Activity Type further options will differ (see further sections for more details).

Rw step

To reduce the amount of spam mail, select the following options:

  • Exclude Contacts with Privacy Selection(s) - Choose corresponding Privacy Preferences and these Contacts will be omitted from the filtered list.

  • Include Head of Household Contacts Only - Members of other Households will be omitted from the filtered list.

Rw step

Choose what the salutation will look like:

  • Use Individual's First & Last Name

  • Use Last Name & Suffix

  • Use Individual & Spouse's First and Last Name

  • Convert Names and Addresses to Mixed Case

Rw step

Choose which address to use in the Address Selection dropdown.

Rw step

Click OK to run the selected mail merge and to create a mailing event for each Contact.

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Rw ui steps macro
Rw step

In the Mail Merge Options dialog select To Do as the Activity Type.

CMr_MailMerge_todo.png
Rw step

Running

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a Marketing Campaign with Mail Merge

Rw ui steps macro
Rw step

In the Mail Merge Options dialog select Campaign as the Activity Type.

CMr_MailMerge_campaign.png
Rw step

Give a descriptive name to the campaign and click OK.

CMr_MailMerge_camp_name.png
Rw step