Creating and Sending an Email Merge to a Lookup
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An Email Merge is like sending personalized emails to EVERY recipient in your lookup. A great feature of an Email Merge is that every recipient is addresses on a 1-to-1 level.

The Email Merge uses the spooler send the emails in a timely and batch fashion i.e. the emails are deposited on the spooler folder and then sent out in batches. For more information on this, consult the section relating to the ACT-To-Outlook 2003 Email Spooler.

To create an Email Merge from the current lookup, do the following:
1. Create the lookup of all the contacts that are to receive the email  
2. From ACT!, click on the ACT-To-Outlook Email Icon.  
ACT-Toolbar-Email-Icon  
3. Enable the Mail Merge and Preview Option in ACT-To-Outlook 2003 Email. In addition, if you want the Mail Merge to be recorded in the contact's history, enable Record.  
MainScreenMailMerge  
4. Press on the Template Generate Button so that the emails are generated. The preview screen is then displayed:  
MailMergePreview  
5. There are a couple of things you can do when the Mail Merge is being generated:  
·Pause the Mail Merge generation  
·Double Click on the Mail Merge item and open it in Outlook to see if all the data is correct  
·You can cancel the Mail Merge  
·You can wait until it is done and then send all the emails.  
 
6. Click Send All to send all the Generated emails. When sent, all the emails are provided to the ACT-To-Outlook 2003 Email Spooler for handling and batch sending to your ISP or Mail server.