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Attaching a Document to a multiple merge email

New Member
Posts: 4
Country: USA

Attaching a Document to a multiple merge email

I have a BUNCH of emails to go out to customers that require an document to be attached to each email.  How do I attach the doc when doing a mass merge so all customers get the document?

Silver Contributor
Posts: 1,813
Country: USA

Re: Attaching a Document to a multiple merge email

If you want each recipient to receive the same document (like a generic christmas card) there is an option with the mail merge function to attach a file.

 

If you want each recipient to receive something attached that is specific to them ( like a receipt or a statement) this would require custom programming or add on software.

Test Drive Act! and Quickbooks over Citrix http://GoTryAct.com

Jon Klubnik| ActTrainer.com
(866)710 4228

ACT! Certified Consultant / ACT! Premier Trainer / ACT! Hosting Provider

New Member
Posts: 4
Country: USA

Re: Attaching a Document to a multiple merge email

Thank you John, I only need for one specific document to be received by each customer.  How do i do it?

Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: Attaching a Document to a multiple merge email

Hello JerryMc,
The steps are as follows:
- Write > Mail Merge
- Select Email merge type
- Browse for and select the template you want to use (must have created the template ahead of time)
- Select contacts (lookup, current, all, group, etc)
- Type subject; choose history recording option; add files to attach (this is where you would attach the file you want to send each contact)
- Select missing email handling preference
- Click Finish to run the merge

Detailed instructions are in the following Knowledgebase article:
http://kb.Sagesoftwareonline.com/cgi-bin/Sagesoftwareonline.cfg/php/enduser/std_adp.php?p_faqid=1388...

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.

Silver Contributor
Posts: 1,813
Country: USA

Re: Attaching a Document to a multiple merge email

[ Edited ]

do a lookup of your contacts who whould receive the letter,

go to write menu, mail merge, walk through the wizzard.  about the 3rd or 4th step is an option to attach a file.

 

 

 

Test Drive Act! and Quickbooks over Citrix http://GoTryAct.com

Jon Klubnik| ActTrainer.com
(866)710 4228

ACT! Certified Consultant / ACT! Premier Trainer / ACT! Hosting Provider