In this webinar, our experts showcase a variety of demo use cases of how different components of the...
Using the CRM 2011 mail merge functionality is a great way to personalize your interactions with customers. You can prepare and send customer-ready emails, letters, and faxes through CRM. When we come across mail merge related requirements from our clients, PowerObjects does recommend our customers use the CRM Outlook client mail merge over the CRM web client mail merge. There are many advantages to this and we will not discuss those in this blog. Instead, we'll share a quick tip post a note to multiple records at once.
One of the most common business requirements that we come across is the ability to send personalized messages to multiple records (Accounts or Contacts) and track those activities. Using the mail merge functionality in CRM 2011 is the perfect solution to this requirement. There may be scenarios when you send invitations for your Event through mail and you want to remind or follow-up with the invitees if they have received the mail and if they would be interested in the event. You may want to do this follow-up via another mail.
You can accomplish this using mail merge in CRM through the following steps:
We hope this quick tip on mail merge will be handy. If you need advanced features to personalize your communications, checkout our PowerMailChimp add-on. We also have a great blog on how to Personalize Bulk Email with CRM 2011 Information.
Happy CRM'ing!
I have a problem, I have created a campaign and marketing and my own mail merge template. I have added my marketing list to my campaign and ticked the names that I want to merge went to add and mail merge > chosen my mail merge template and went to my word ducement. I have added all the info that was needed, but the problem comes in when I need to send the mail merge document. I am the marketing lady for the company and I need to send out all the relevant emails to clients. I need to send these letters from my pc but as the sales rep (multiple reps). Only quick campaign has the option to change the from and only ones, not multiple?
Do you know if CRM 2011 has the option to do this?
Please advise
Melissa
Thanks for this great info .