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Rw ui steps macro
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In the Category Setupdialog, click ADD.

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Confirm that you wish to delete the category.

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Click SAVE when done.

Running

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the Mail Merge Functionality

You can use the Mail Merge functionality to create and send personalized messages to a group of contacts:

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

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

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

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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.

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

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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.

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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

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Choose which address to use in the Address Selection dropdown.

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

Sending Direct Mail with Mail Merge

Direct Mail means printing letters and sending them by post:

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

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In case you are sending direct mail and need to include an Approved Letter, select the corresponding checkbox. Then click the three dots icon to attach the approved letter from the Forms Search. This will generate PDF files to be printed and mailed by post.

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As a result of this mail mergeactivity, a table with contact information is created. You can use it with MS Word to generate and print letters for all selected Contacts.

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Sending E-Mail with Mail Merge

Email activity will generate e-mail messages to all filtered Contacts:

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In the Mail Merge Options dialog select Email as the Activity Type

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Direct Mail

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Fill out these e-mail fields:

  • Subject - The subject of the message

  • Reply To - The e-mail address for sending a reply

  • Email Body - The main text of the message

  • Attach Document - Additional files to be added to the message

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As a result of this mail mergeactivity, all filtered Contacts will receive an e-mail message.

Creating To Dos with Mail Merge

To Do will create a Calendar entry for the selected representative, reminding them to call the Contact:

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

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Running an Marketing Campaign with Mail Merge

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

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Give a descriptive name to the campaign and click OK.

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