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Creating an E-mail Merge Output Process

Follow the procedure in this section to define an email merge output process in which a query provides the merge data to be combined with an email template to create the output.

Notes

To define an e-mail merge output process

  1. From the module in which you want to make the email merge available (Marketing or Opportunity), select Generate Reports.
  2. Browse to (or create) the folder in which you want to create the email merge.
  3. From the drop-down list, select Email Merge and click New.

    The Email Merge window appears.

  4. On the Summary tab, enter a Name and Description for the email merge.
  5. On the Sources tab, perform the following steps.
    1. Select your query preference.
    2. Locate the query in the CORE.
    3. Enter the email address of the sender. You can specify that the user modify the sender email address at runtime.

      Note: The From address must be a valid email address.

    4. Select Edit to specify the columns for the recipient email address information.

      Note: The Recipient List field is disabled until you define a query or when you specify a query. If you selected the Modify field at runtime option, you must select the columns for the recipient email address information at runtime.

    5. Enter the subject of the message.

      Note: You can specify that the user modify the subject of the email at runtime.

    6. Enter the body of the message. You can also upload an existing email template from a local folder or select a template from the CORE.
    7. (optional) In the Attachment area, click to choose a document attachment for the email from the Central Object Repository.
  6. Save your settings.

    Note: If your merge produces any email address duplicates, they result from the query specified in the merge.

See Also

Creating Output Processes

Creating an Output Process

Creating a Crystal Report Output Process

Creating a Microsoft Word Merge Output Process

Creating an Opportunity Output Process


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