Mail Merge⏯
The data in Satuit can be used to create letters and labels by exporting the files from Satuit and using MS Word or Excel. In MS Word or Excel, you must create the Main Document which contains the formatting and text for your letter/label before you can merge the SatuitCRM® mail merge results. The main document will contain merge field names where you would normally place the recipient’s name, address, and salutation. Word will create a separate document for each contact record included in your Mail Merge file. Refer to the Microsoft documentation for additional information.
Create Mass Mail Records with Mail Merge
- Perform a search: Fast Find, Advanced Search, or Custom Search for your desired list of contacts
- Under the 'Tools' Menu on the left-hand side, select Mail Merge
- The underlying list will be presented in a pop-up window, select any 'Output' type
- Check 'Mail Tracking' and fill out the information as desired and click 'Create Output'
The Mass Mail records will be created for each contact you selected within the pop-up window. You can simply delete the output file as it is not needed.