Setting Follow-Up activity options for Mail Merge

The Mail Merge Follow-Up Options tab is used to create a follow-up activities to the mail merge.

To schedule a follow-up activity to a mail merge:

Start a mail merge.
- Use Mail Merge in the web client. See Using Mail Merge in the web client
- From within Starting a Mail Merge in Microsoft Word
- Define customer journey mail merge step. (Admin Only). See Adding or modifying a customer journey Mail Merge step.
Complete the History Options tab. See Setting history options for Mail Merge
Click the Follow-Up Options tab.
Select Schedule a Follow-Up, and select the type of follow-up activity you require to schedule if you require to schedule follow-up activities,

If you do not require to schedule follow-up activities, clear this option and proceed to step 13.
Select Schedule separate follow-up activities for each contact option if the Merge With criteria was in-context of another entity, such as account, or sales order, and to create a separate follow-up activity for each contact associated with that record.

Note: Clear this option, if you require to create a single follow-up activity for each in-context record that includes all contacts associated with that record.
Select Carry Over Notes to carry over the notes to the follow-up activity.
Select Timeless if the follow-up activity do not require to be scheduled for a specific time or duration, and click Start Time to select the date.
Note:
- Administrators defining a customer journey mail merge step, must disregard this step.
- Clear the Timeless options if the follow-up activity will be scheduled for a specific time or duration, click the Start Time button to select the date and time, specify or select a Duration number and time increment, and then, if desired, select Reminder and specify or select a number and time increment to be notified before the activity start time.
  Note: Administrators defining a customer journey mail merge step, specify the Start Time, but not Start Date.
Click the Regarding arrow to select a regarding type.
Click the Priority arrow to select the importance of the activity.
Use the Leader Lookup to select an activity leader.

Note: Administrators defining a customer journey mail merge step, must disregard this step. See Adding or modifying a customer journey Mail Merge step.
Click the Category arrow to select a category type.
Specify notes in the Notes field.

Note: You can click Notes to view a larger field for specifying notes. Specify the notes, and click OK.
Click OK or Merge when finished setting the Merge, History, and Follow-Up options.