Q: How do I send an email blast using an Email Template?
A: Go to your Contact search (Advanced Search > Contacts), pull up the contacts in your distribution list or mailing role, then go to Tools > Email Templates. Select your template, confirm your recipient list, and send. Note: this must be done from the Outlook desktop client — it will not work from Outlook Web (browser-based Office 365).
Q: Can I send Email Templates from Outlook Web / browser-based Office 365?
A: No. Email Templates and Mail Merge require the Outlook desktop client with the Satuit Outlook Add-In installed. If you attempt to send from Outlook Web, the process will not complete. Ensure you are using the installed Outlook application on your computer.
Q: How do I add a large number of contacts (e.g., 150) to a distribution list all at once?
A: Use the Mass Update Tool. Run an Advanced Search for the contacts you want to add (search by company name, existing mailing list membership, or any other criteria). Then go to Tools > Mass Update Tool > Field = "Roles & Mailings" and choose to Add the desired mailing list. More information: https://satuittechnologies.zendesk.com/hc/en-us/articles/360043874714-Mass-Update-Tool-System-Admin
Q: How can I confirm that an email was sent to a specific contact from a mail merge?
A: In the contact's record, look under the Activities tab for the email activity logged by the merge. If you used the "Track Mail" option, a sent activity will appear there. If you don't see it, check the Satuit sent record under your own Activities and search by the contact's email address.
Q: I can see my mailing list under Roles & Mail Lists but it's not appearing in the Email Marketing module. What's wrong?
A: This can sometimes be a display or loading issue. Try logging out and back in. If the list still does not appear, contact Satuit Support with the name of the list and your username.