04-01-2016 08:41 AM
I have created several reusable templates that we use when sending out specific emails. This is the first time I'm attempting to use the Mail Merge functionality so we can use the email templates.
When I go to try my first mail merge to send out an email, it asks me for my email account credentials and SMTP server info. I'm using Microsoft Exchange through my firm - how do I find out what the smtp server address is?
04-03-2016 06:37 AM
04-03-2016 09:25 AM
04-04-2016 05:22 AM
I don't know the technical details behind this, but I would imagine there is a limitation with merging a template document into a new outlook message via the web interface that makes this less optimal, and therefore the developers have opted to offer a direct SMTP sending method for merged templates instead.
In a desktop installation of Act, the template will first be opened and merged by Word in the background, which is then passed on to Outlook as a new message with the text fully merged. There must be a limitation in one of the operations in this chain of events that in not compatible with the web interface.
If you aren't able to use SMTP sending, then a workaround could involve merging to Word, and using the Word "Send to Mail Recipient" function. This let's you send the contents of the Word document as the body of an email message.
More info on enabling this feature in this: http://www.msoutlook.info/question/144
04-04-2016 12:43 PM