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How do you merge email? |
  
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How do you merge email? |
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'Merge email' is a way of re-using existing emails. 'Electronic mail', or 'email' as it is commonly known, is a method of exchanging digital messages. Users need only connect to an email infrastructure, typically an email server, with a network-enabled device for message submission or retrieval.
The CRM component of the system has the ability to send emails to selected contacts.
To send an email using the existing template to a contact, follow these steps.
Step 1: Select Merge email
Click the Contact tab located on the ribbon.
Select Merge email in the Communications group.
Step 2: Select the template
This dialog box shows all available email templates that can be re-used.
To proceed, select the desired template.
Step 3: Type your message
Based on the template you select, the new 'Email' form opens, displaying all the text available in its template. You can either re-use this text as is, or edit it.
Tabs for email
The 'Email' form contains all the relevant information broken down into several tabs. These tabs are located in the upper panel and include:
| • | general information - lists details similar to an ordinary email message |
| • | advanced - contains BCC and campaigns associated with the message |
| • | attachments - documents can be attached to this email like a normal email message. |
Two more tabs are available in the lower panel: HTML and Text. Either can be used for formatting, depending upon the nature of the email.
Also in the lower panel, a preview tab is available in order to view the message.
Note:
The fields marked with red star (*) at the right end indicate that they are required fields; other fields can be left blank.
More actions for email
Controls on the ribbon allow you to carry out the following actions on the selected email:
Step 3: Send your email
Click the send button to send your email.