Creating an e-mail campaign

View - E-mail - Contact Selection

You can send personalised e-mail messages to your contacts by using merge fields in Microsoft Word. The e-mails contain the same information except for the contact information linked into the merge fields, making the message more personal. The contact information is retrieved from Mamut Business Software. You can select the recipients of the e-mail via the wizard. By using the merge field feature, you can send the e-mail as a separate message to each recipient and not as a group e-mail or by hiding the recipients by using a blind carbon copy.

Before launching the wizard, you must create the document template which will contain the text and graphics of the e-mail, for instance, the message text and your company's logo. Read more about creating a new document template here.

How to create an e-mail campaign:

Click View - E-mail - Contact Selection.
Choose whether you wish to use a simple or an advanced filter when defining a selection of recipients. Click Next.
Set up the filter and click Next.
Read more about contact selections here.
Select Create an advanced mass mail via Word for defined selection in order to use the merged document.
Click Next.
Click Complete.
Enter a document heading. The heading will be used as the subject line in the e-mail. Enter additional information by using the drop-down lists.
Select the appropriate template from the drop-down list Doc. Template.
Click the Create/merge button in order to create the document.
The document opens with focus on the Mailings tab.
Note! If you click OK in the window Merge to e-mails, the e-mail will be sent immediately. Click Cancel to edit or display the document before sending it.
You can now display the document with the correct contact information. To the right of the window, you will find a mail merge wizard. In step five of the wizard (step five is automatically opened), you can use the arrow buttons to display the document containing all contacts' information in the merge fields.
Click Finish and Merge - Send E-mail on the tool bar.
Click OK in order to send the e-mails.

The personalised e-mails will now be sent to your contacts.

Note! You can use the document template Mass Mailing.dot in step 7 as a point of departure for you own, personalised mass mailing. Please note that this template may be overwritten at the nest program update. You should therefore save you template with a different file name.