Setting Up an Email Merge for Contacts or Employees

For contacts, access the Contact - Email and Mail Merge Utility form.

For employees, access the Employee - Email Merge form.

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1. Find and select the contacts or employees for whom you want to create the email merge, and then click Email Merge.

2. On Contact - Email - Manage (or Employee - Email - Manage for employees), enter the email subject, body, and other fields on the upper half of the form as you would for a normal email message.

3. Add or remove subgroups or individuals from the distribution list.

4. Insert the tokens that you want to include in the body of the email.

   See Inserting Tokens in the Email Body.

5. Click Send Email to send the message immediately, or to save the message for sending at a later time or date, click Save Changes.

Note: Before you run the email merge, verify on the Email - Manage {Email Name} form that you selected the option Send individual emails to recipients. If you did not select this option, the Email Merge feature may not operate correctly.