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Emailing templates to groups

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New Member
Posts: 2
Country: USA
Accepted Solution

Emailing templates to groups

When I email to a group or lookup of more than one using a template, the message merges and then sends without giving me a chance to add a subject line.  I need to either be able to add a subject line at the template stage or figure out how to get ACT to let me review the message after it's merged but before it's sent..  Help!


Accepted Solutions
Solution
Accepted by topic author WayneP
‎09-25-2015 03:20 AM
Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Emailing templates to groups

Hello WayneP,

Welcome to the ACT! Online Community!

 

When you initiate the mail merge steps, there is a screen (4 of 6) that allows you to enter the subject of the email along with adding attachments.  Here is an article about the Mail Merge process which shows the screen: KB Article 13883

Greg Martin
Sage

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All Replies
Solution
Accepted by topic author WayneP
‎09-25-2015 03:20 AM
Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Emailing templates to groups

Hello WayneP,

Welcome to the ACT! Online Community!

 

When you initiate the mail merge steps, there is a screen (4 of 6) that allows you to enter the subject of the email along with adding attachments.  Here is an article about the Mail Merge process which shows the screen: KB Article 13883

Greg Martin
Sage
New Member
Posts: 2
Country: USA

Re: Emailing templates to groups

Thanks!