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Sage ACT Pro 2011 email using mail merge and a template

New Member
Posts: 2
Country: USA

Sage ACT Pro 2011 email using mail merge and a template

I'm new to Sage ACT but have managed to set up a working database but have not been able to get my email mail merge to work. I can create and send out single messages but when I try to send out a mass email using a template nothing happens. I have been able to send messages using the same setup but to a printer and it works, what am i doing wrong?

Bronze Contributor
Posts: 1,393
Country: USA

Re: Sage ACT Pro 2011 email using mail merge and a template

Hi RWeurding.

 

It should be pretty straight forward.  Click on ...

 

Write | Mil Merge | ==> you should see a mail merge dialoge wizard | Next |

| Select eMail | Next |

| Browse to the template | Next |

| Select the addresses fromt he radio button list | Next |

| Enter Subject | Select type of history to enter in the contact record | Attach file if appropriate | Return receipt option | Next |

| If missing eMail, tell ACT what to do | Next |

| Finish |

 

Hope this helps you.

John Purdy
ACT! Premium 2016 (V. 18)
Main: HP 9470M 8GB, Win 10 Pro, & Exchange 2013 & Office 365, 32bit
Remote: Dell XPS Ultrabook with 4GB & Win 10 Pro, Office 365 32bit & Exchange 2013
New Member
Posts: 2
Country: USA

Re: Sage ACT Pro 2011 email using mail merge and a template

John,

 

Thank you for your reply. I followed your instructions, which happens to be the way I have been doing it, but still nothing happens. As I indicated the system allows me to send a single message that I address and write so i know a connection exists between ACT and Outlook, any other ideas?

 

Thanks Bob