Mail Merge

The Mail Merge function is designed to facilitate direct mailings for promotions, billing, or other purposes. There are two main steps involved in the creation of any mail merge:

• Creating the document you want to mail out. For details, see Creating the Document.
• Merging the document with records tagged in the Search Results grid on the Account ID screen. For details, see Merging the Document.

Note: When you print a list of accounts, GlobalWare lists the number of accounts printed. Print the Account ID screen to determine how many mailing labels, envelopes, postcards, and so forth, you need.

E-Mail HTML Blast Mail Merge

Mail Merge for E-mail HTML Blasts is now available through the Account ID function. You have a way to send HTML e-mail blasts to tagged employees, customers, providers, and vendors.

Agencies that want to reduce expenditure on paper mailings can keep an updated e-mail list in GlobalWare and can send graphics and personalize e-mail blasts to their stored GlobalWare account IDs in minutes.

You just create the form letter in the GlobalWare word processor as is done with standard mail merge, but save the file as an HTML. After tagging the account IDs to which you want to e-mail, select the HTML option and navigate to the stored file.

The form letter will display for the HTML e-mail blast. It will prompt you for a subject to the e-mail. After you enter a subject and click OK, individual HTML e-mail form letters will be sent automatically to your tagged distribution list.

A message will display if all HTML e-mails were sent. If the e-mail was blank or in an invalid format, then it will display in the message box. However, you should check your e-mail sent folder to see if there was any problem with your e-mail provider.