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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. 
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 additional PDF files to be printed and mailed by post. 
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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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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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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 a 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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Choose the employee whose signature to use for the letters from the Selected Employee dropdown.
Select the Generate a mailing event checkbox, so that the system will add a record to the Contact’s Event History. Fill out additional information for this event:
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. |
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. 
Fill out these e-mail fields:
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. 
Fill out additional information for this To Do:
As a result of this mail mergeactivity, the system will add Calendar entries reminding the employee to call the customer or prospect. An event record will also be added to the Contact’s Event History.  |
Running a Marketing Campaign with Mail Merge
A marketing campaign can be run as Direct Mail or Phone Calls. It allows to create additional follow-up To Do Events after the initial contact with the customers.
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In the Mail Merge Options dialog select Campaign as the Activity Type. 
Give a descriptive name to the campaign and click OK. 
Choose the Event Type:
In case of a Mailing Event add an Approved Letter, and specify additional options:
In case of a Phone Event specify additional options:
As a result of this mail mergeactivity, the system will add Calendar entries reminding the employee to call the customer or prospect. An event record will also be added to the Contact’s Event History or Planned Events, if the due date is in the future.  |