| |
|
ACT! 2005/2006/2007 Edition |
This issue of our tips & tricks newsletter focuses
on how to create and send mass personalized e-mail
messages to your ACT! contacts.
This tips and tricks newsletter shows you how to run
the built-in mass e-mailing features. If you'd
like more flexibility with your mass e-mails,
though, you should check out
SwiftPage
Email. (We actually use SwiftPage to send
these tips.)
Click these links to learn more detailed information
about the the tips outlined in this issue:
As always, if you have any
questions about ACT!, please do not hesitate to get
in touch with me at 440-944-2281.
Best regards,
Michael Kadlub
ACT! Certified Consultant
CRM Coaching
|
|
CRM Coaching
ACT Certified Consultants
29023 Euclid Avenue
Cleveland, OH 44092
www.crmcoaching.com
|
|
|
|
CRM Coaching joins
DesignR1's
global ACT! support team.
Stay tuned for an exciting
email
next week with all the details!!
|
|
|
We
recommend that you purchase: |
 Managing
Contacts
with ACT! 2006
$24.99
$22.49
Click here to order.
|
Before sending a mass email, you'll need to
create an email template in your default word
processor. You should design the email template
to look like your outgoing email; where you want
to incorporate personalized information from
ACT! fields, you'll be able to insert field
placeholders.
You will need to create email templates in your
default word processor. You can set ACT! to work
with either the ACT! Word Processor or Microsoft
Word by clicking Tools | Preferences and
selecting the Communication tab.
To create an e-mail
template:
-
Click Write | New Letter/Email Template.
The default word processor will appear.
-
Design the email template. Include
tables, graphics, and text as needed.
-
Use the Mail Merge Fields dialog box to
add field placeholders to the text. When you
actually write the email to a contact, ACT!
will replace the field placeholders with the
actual contents of fields in the database.
-
Click File | Save As to save the
template. If you're using Microsoft Word,
ACT! will save the email templates as .adt
files. If you're using the ACT! Word
Processor, the program will save them as .tpl
files.
|
Most mass email is never read by the intended
recipients. Even if your message is important,
many people will delete your emails if it's
apparent that the email went out to hundreds of
other people. With ACT!'s mass emails, each
message is sent individually and includes
personalized contact information pulled from the
ACT! database. When your ACT! contact receives a
mass email sent from within ACT!, he or she
won't know it went out to hundreds of other
people.
Before actually sending an email merge from
your computer, you'll need to make sure that
your outgoing mail server can handle the number
of emails you plan on sending. Most non-business
ISPs only allow 20 or so emails to be sent at a
time.
To send a mass
e-mail:
-
Click Write | Mail Merge.
-
When the welcome screen of the Mail
Merge Wizard appears, click Next.
-
Select the Email option and click Next.
-
Click the Browse button and select the
template you'd like to use for this email
merge.
-
Select the range of contacts to include
in the email merge. Your options are:
Current Lookup, Current Contact, All
Contacts, Selected Group, or Selected
Company. Click Next.
-
Type a subject for the email, select a
history creation option, and attach any
necessary files to the mass email. Click
Next.
-
Specify how you'd like to deal with
missing email addresses. Click Next.
-
Click Finish.
Be careful.
You should test this feature with a demo
database before sending a mass e-mail to your
live clients.
|
|
|
Make sure all of your employees are getting
this regular e-mail. Get signup instructions
at our web site:
www.crmcoaching.com |
|