How to perform a Mail Merge in Act! Premium (access via web)

Question: How do I perform a Mail Merge in Act! Premium (access via web)?

Product:
Product Family:  Act!
Product:  Act! Premium (access via web), Act! Premium Cloud
Version: 2005 and later
Windows environments only

Answer:

Important Notes:

• The Mail Merge feature can be used when accessing your database via Internet Explorer, or Google Chrome (v21.1 and above for Chrome)
• Because the integration requires the installation of additional components (see below), mail merge is not available when using Chrome on a Mac.
• Prior to using the Mail Merge feature, it is necessary to choose a default word processor that Act! will use. You can find this option by clicking Tools > Preferences > Word Processor. If you choose to use Microsoft Word as your word processor, you must download and install the Microsoft Word integration. For more information, refer to the following knowledgebase article:
  
  How to install and configure Microsoft Word integration for Act! Premium (access via web)

To begin the mail merge process:

1. Create a lookup of the contact or contacts for which you wish to perform the Mail Merge
2. Click Write > Mail Merge
3. Follow the steps below depending on which method of output  you wish to use:

Word Processor

1. In the Output to: drop-down, choose Word Processor
2. In the Select template option, click Browse…
3. Browse to and select the desired template, then click Open
4. From the Select contacts drop-down, select the desired option, or Select a Group or Company from the Select Group/Company option
5. Click OK to send the mail merge to your default word processor

Note: This option will not create history, even if you print the document. If you would like to have Act! create a history item for each contact of this mail merge, you must use the E-mail or Printer Output to option.


E-mail

Note: Prior to using this option, you must have configured your mail server. Refer to the knowledgebase article below:

How do I configure my mail server to use mail merge in Act! for Web or Act! in the Cloud?

1. In the Output to: drop-down, choose E-mail
2. In the Select template option, click Browse…
3. Browse to and select the desired template, then click Open
4. From the Select contacts drop-down, select the desired option, or Select a Group or Company from the Select Group/Company option.
5. Under E-mail options, enter a subject for the email, select a history recording type, attach any necessary attachments, and then decide what to do if contacts do not have email addresses
6. Click OK to send the Mail Merge

Printer

1. In the Output to: drop-down, select Printer
2. In the Select template option, click Browse…
3. Browse to and select the desired template, then click Open
4. From the Select contacts drop-down, select the desired option, or Select a Group or Company from the Select Group/Company option
5. Click OK to send the mail merge to your printer