Setting merge options for Mail Merge

Click the Merge Options tab.

Specify the Output Type for the merged documents. Possible values:

File: You can use this option to create a separate document for each contact or lead with merged content from the selected template and information. After the merge completes, you receive a notification that the merge is complete with a link to the document.
Note: If multiple documents are created, a zip file is received that you can view or save.
- Template: Click the Find button and use the Select a Template tree view to select a template. See Selecting a Word template.
- Select Address: Click the drop-down arrow and select the address type to be used for address merge fields. Possible options are Primary, Mailing, and Shipping
Email: You can use this option to create a separate email message for each contact or lead with merged content from the selected template. After the merge is complete, the merged email messages are sent from your email provider.
Note: To use this option, an email provider must be installed and configured. Once the merge is completed, the email messages are sent by the configured provider.
- Template: Click the Find button and use the Select a Template lookup to select a web email template. See Selecting a web Email template.
- Subject: The subject line of an email that summarizes the main topic.
  If you have previously sent an email using the selected template, the Subject may contain the Subject defined for that mail merge. To change the Subject, clear the text and enter the new text.
  Note: This field is enabled only if the Output Type field is set to Email.
- Send emails to the contact/lead email address: Select this check box to send an email to the email address defined for each contact or lead.
  Note:
  - This check box is enabled only if the Output Type field is set to Email.
  - If a contact or a lead does not have a defined email address, the record is not included during the merge, and an email message is not created for that contact or lead.
- Recipients: You can type an email address or use the @mention user interface (to add users, departments, or teams) in the Recipient, CC and BCC field to add recipients, Multiple addresses must be separated by semicolons.
  Note:
  - The Recipients, CC and BCC fields are enabled, only if the Output Type field is set to Email.
  - The Recipient field is enabled, only if the Send emails to the contact/lead email address check box is also cleared.

Specify this information:

Primary contact only: Select this check box to merge with primary contact of an account or opportunity. You can also clear this check box to merge with all contacts associated with an account or opportunity.
Note: This check box is displayed only if you select to merge with an account or an opportunity.
Enforce Do not solicit: Select this check box to exclude the merged document that includes information the contacts or leads have specifically opted out of receiving. Clear the check box only if the merged document does not include content that contacts or leads have opted not to receive. For example, requested or mandatory information.
Note: The Do Not Solicit check box is displayed on the Contact and Lead detail views.
Attach merged document to each record: Select this check box to attach the correspondence to the Attachments tab for each record. The merged file is attached to each lead, contact, account and if applicable, the in-context entity selected from the Merge With options or the detail or list view wherein the mail merge has been initiated.

Click the History Options tab to set the history options. See Setting history options for Mail Merge.

Click the Follow-up Options tab to schedule a follow-up activity. See Setting Follow-Up activity options for Mail Merge

Click OK when finished the settings of the Merge Options, History Options, and Follow-up Options tabs.