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To send a broadcast e-mail from Microsoft Word using an e-mail merge

  1. Make sure the Name.EMAIL field has been added to the iMIS export file.
  2. Set up a Mail Merge in Microsoft Word by selecting Tools> Mail Merge.
  3. When you are ready to Merge the data with the document (Step 3 in the Mail Merge process), select Merge.
  4. Select the drop-down menu and select Merge to Electronic Mail.
  5. Select Setup and choose the Email field as the Data field with Mail/Fax Address.
  6. Select whether to send the document as an attachment.
  7. Click OK in the Setup window.
  8. Select Merge. The e-mail will automatically send to all records included in your merge.

See Also

E-mailing Customers

To e-mail a customer from the Manage customers window

To e-mail a letter to a customer using QuickLetter

To e-mail a letter to multiple customers using QuickLetter

To view a customer's e-mail activity record


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