Bulk Merge – Email

Email merge allows sending emails in bulk

Prerequisites

• Group – create a group to specify the recipients
• Email templates under Documents > Templates > Email Templates.

Steps

1. Go to Documents > Mail Merge > Bulk Merge.
2. On the Select Output page, click Email.
3. On the Recipients subtab in the Group Type field, select the kind of group that is receiving the email.
4. In the Group field, select the group you are sending email to.
5. Click the Message subtab. In the Template field, select the email template you want to use to generate the email.
6. If you want to send attachments with your email, click the Attachments subtab.
7. Click Merge & Send.