Sending a Communication to a Group of Contacts

You can use theCommunication Wizard to send a communication to a group of contacts. For additional information about MailMerge and CloudSuite Industrial, see Inserting MailMerge Fields for Contacts in a Word Template. That topic applies both to communications that use a template and those that do not use a template.

Before you can send communication to a group of customers, perform these preliminary steps:

  1. Decide on the type of communication you plan to send: News, Promotion, or Other Communication.
  2. Decide on the method of communication you plan to send: Fax, Email, or Letter.
    Note: If you plan to communicate with Portal users, only email is available, and the rest of these steps do not apply. Continue to Sending an Email to Portal Users.
  3. Use the Contact Groups form to create a group of contacts for this communication, if no existing group meets your needs.
  4. Ensure that the contacts to whom you want to send the communication are signed up to accept that type and method of communication from you. Go to the Sales Contacts form, Preferences tab, and verify the settings for each contact.
  5. Open the Communication Wizard form to begin creating communications. See these topics for more information:
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