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Emailing A Group of Contacts

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New Member
Posts: 13
Country: United_Kingdom

Emailing A Group of Contacts

Is it possible to create a group and then email them individually with an attachment.  That is then recorded in ACT along with the attachment? 

 

What I am aiming to do is email 20 contacts, individually with an invite, that is addressed to them.  There is then a record under that individual contact and the Sales Team can click on that contact,. see the invite and view the attachment.

 

Thank you

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Nickel Super Contributor
Posts: 480
Country: United_Kingdom

Re: Emailing A Group of Contacts

have a look at this video on how to do a mail merge, it shows a letter at first and then it shows doing an email https://www.youtube.com/watch?v=jmRyNZdM5vo 

this also goes through doing a mail merge https://help.act.com/hc/en-us/articles/360024241754