Sending an Email Blast

You can send a communication that uses a Microsoft Word template and Mail Merge to create a personalized group email blast.

Note: In the Windows Client, you can send email blasts from a unique email address, such as Marketing, instead of your own company address. Add the Marketing email account to your Outlook Profile, and temporarily set that profile to the default.
  1. Create a Word template appropriate for this communication with Mail Merge fields embedded. SeeInserting MailMerge Fields for Contacts in a Word Template.
  2. In the Communication Wizard, specify the Communication Type.
  3. Specify the Communication Method as Email.
  4. Select the Sales Contact Group as defined on the Sales Contact Groups form.
  5. Click Next.
    Only the contacts who have specified to receive this type and method of communication are listed.
  6. Select the contacts to include in this communication, and then click Next.
  7. Click Browse and select the template.
    The text from the template, including the Mail Merge fields, is displayed in the Message field. You cannot edit this text.
  8. Specify a Subject for the communication, and then click Next.
    The system populates the template with the data from your selected contacts.
    • If you are using the Communication Wizard in the Windows Client, MS Outlook will email each record separately, and you can view the emails in the Sent Items folder.
    • If you are using the Communication Wizard in the web client, the Application Event System (AES) will send the emails.
  9. Optionally, you can log information about the communication; see the field-level Help for more information.
  10. Click Finish to save the log information and close the form.
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