Performing an internal mail merge

The account you use must have Information Manager rights.

These steps merge the group members with a document template. The steps assume you've already set up a Internal Mail Merge wave activity and a document template. And that the Campaign workflow is switched on for your campaign.

  1. Click Marketing | Campaign List.
  2. Open a campaign and click the Do Mass Mail Merge workflow button.
  3. Select the group you want to merge with and click Save. A list of shared templates is displayed.
  4. Select the template you want to use and make any required changes to the template. To insert Sage CRM merge fields, select them from Insert Sage CRM Field.
  5. Click Merge and Continue to perform the merge.
  6. When the merge is complete, click the paperclip icon to view the merged document, or click Continue. If you don't want to save the merged document as a communication, clear Create Communication.
  7. Complete the relevant fields in the Details and Scheduling panels on the Save Merged Document as a Communication page.
  8. Click Save. The Wave Activity Summary page is displayed, with Status set to Actions Completed.

For more information about document templates, see the System Administrator Help posted on the Sage CRM Help Center.