Email Merge Manager (i.e. Email Templates)

Modified on 11/12/2014 12:03 PM by Suzanne Coy Categorized as Contacts (People and Organisations), Documents, Templates and Mailmerges, Entries and Entrants, Trade Stands

1. Use the appropriate Manager screen (i.e. Contacts, Stands, Entries, Memberships) to find the contacts to email{BR}
2. Right-click the list and choose “Select All”{BR}
3. Click the button under the list, labelled “Mail Merge Checked Results”{BR}
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4. Select “Run an email merge” and change the “Email Send Method” to “Email Template Manager”{BR}
5. Click OK and continue past the “Opt-outs” screen with appropriate setting.{BR}
6. Click the button under the list, labelled “Add New Template”{BR}
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7. Name the template (e.g. “2014 Stands email”) and set the Subject{BR}
8. Setup the Message Body, dragging up the “tags” under the main box, like a mailmerge.{BR}
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9. Send a test email by putting a test email address in (e.g. your own) and clicking the “Send Test” button.{BR}
10. If you’re happy with the result, click “Send Emails”.{BR}
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11. Click “Save & Close” so that you can use the template again.{BR}

Meta Keywords: Contacts, email, email template, merge, People, template
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Email Merge Manager (i.e. Email Templates)