ACT! 2005 Tutorial

E-mail Merge

Act! includes a mail merge feature that lets you combine contact information with a template to create letters, e-mails, and faxes. If you use mail merge to create e-mail, you can send the message to multiple contacts automatically:

1. Use a Lookup command to filter the contact list to those to whom you want to send the message.
2. From the Write menu, select Mail Merge.

The Mail Merge Wizard opens.

1. Click Next.
2. On the Select Output screen, select E-mail:

1. Click Next.
2. On the Select Template screen, click the Browse button to locate and select the template you want to use:

Act! contains a number of built-in templates, which are available in the default folder:

Select a template and click Open.

1. Click Next.
2. On the Select Contact screen, select whether to use the current lookup, current contact, all contacts, or the selected group or company.

1. Click Next.
2. The Set E-mail Options screen lets you enter a subject for the message and attach files as necessary. You can also select an option for the type of history item that will be created.

1. For each file you want to attach, click the Add button. In the dialog that opens, browse to and select the file you want to attach and click Open.
2. Click Next.
3. Select an option for handling missing e-mail addresses:

1. Click Next.
2. Click Finish to send the messages.