E-mail Merge
Act! includes a mail merge feature that lets you combine contact information with a template to create letters, e-mails, and faxes. If you use mail merge to create e-mail, you can send the message to multiple contacts automatically:
- Use a Lookup command to filter the contact list to those to whom you want to send the message.
- From the Write menu, select Mail Merge.
The Mail Merge Wizard opens.
- Click Next.
- On the Select Output screen, select E-mail:
- Click Next.
- On the Select Template screen, click the Browse button to locate and select the template you want to use:
Act! contains a number of built-in templates, which are available in the default folder:
Select a template and click Open.
- Click Next.
- On the Select Contact screen, select whether to use the current lookup, current contact, all contacts, or the selected group or company.
- Click Next.
- The Set E-mail Options screen lets you enter a subject for the message and attach files as necessary. You can also select an option for the type of history item that will be created.
- For each file you want to attach, click the Add button. In the dialog that opens, browse to and select the file you want to attach and click Open.
- Click Next.
- Select an option for handling missing e-mail addresses:
- Click Next.
- Click Finish to send the messages.
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