03-26-2014 08:10 AM
We are using ACT Premium 2011 on Windows 7, with Outlook 2007 as the email editor. We are trying to email to a Group in ACT! but we would like the email to appear before we send it. So, the Mail Merge option does not work for us, since it mails to the lookup automatically. The Write - Email from Template also does not work, since it also sends the message before letting us edit. We like the Write - Email Message feature since we are able to see the message, add an attachment and edit the message body before sending. But we would like to edit the email (template) that comes up when we go to Write - Email Message. Can't seem to find which one Outlook is using or where it is located so we can edit it (add some standard verbiage to the message body as well as add a couple jpegs of signatures). I have edited the template called "EmailBody" thinking that was the one Outlook pulls up, but that does not work. Any suggestions?
03-31-2014 10:38 AM
Unfortunately, there's not a way by design to edit this before it goes out in terms of settings you can put into Act!, as a mail merge is designed to be one uniform message to multipe people. However, there is a work around that you can use. Before running the merge, put Outlook into offline mode. This will automatically send the files to the drafts folder, but since Outlook is in offline mode, it will not send them until you go back online. From there, you can go to the Drafts folder and make changes to each desired email. When you're done with each one, click send to send it to the outbox. When you're done with all of them, put Outlook back into online mode. They will send with any alterations that have been made.
That's the best option other than individually sending to each contact from within Act!