Outlook Mail Merge

Important Notice: Strict rules of Law may apply to what about, when, to who and how, you are allowed send e-mails in campaign form. The ChannelCRM system is a tool that enables sending emails in large quantities. However, you as a user are responsible for the operation and respoinsible for sending out e-mails ONLY in adherence to applicable Law.

With ChannelCRM you may conduct e-mail campaigns. You can define an email template and let the system:

1. Insert personalized information into the email using the ChannelCRM merge codes.

2. Send the e-mails "one-by-one" via Outlook.

The e-mail merge function is often used for newsletters, price lists, catalogues, alerts etc.

To start the email merge the following conditions must be satisfied:

1.	All recipients must have a valid email address. If there are more than one email address on a single recipient the prioritization is 1) BusinessMail, 2) PersonalMail 3) CompanyMail.

2.	There must be an email template.

In the Target Group list select the subjects to receive an email and right clisk in the selection area choosing Outlook Mail Merge.

Hereafter you will see the dialogue for e-mail merging & send

From the top you see:

Statistics

Showing how many recipients you are about to send an e-mail.

Settings

By default the system will use the BusinessMail. Alternatively you may allow for emails going out to PersonalMail or the CompanyMail.

Template

Choose a template of the Outlook *.msg file format. The template is created inside Outlook by creating a new email and saving it as Outlook messageformat *.msg. You may create the template by clicking Create. Subject Line can be filled out with the subject of the e-mail, there will be one subject for all the emails.

Actions:

Test

You can use this function to test whteher the mail merge is correct. The funtion will creat an email with alle the merge informationfrom the first recipient in the list but it will send the email to your own email address (as defined under your user account settings). Always use the Test Function before sending out mass e-mails to external recipients.

Send

Will execut the send out. Progress can be followed in the list below.

Closes the dialogue. Do not close until send out is completed.

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