Important Steps to Consider When Sending a Bulk Merge Email

Scenario

User wants to know what are the steps to consider when sending a Bulk Merge Email.

 

Solution

1. Create a Saved Search

1. Log in as Administrator
2. Navigate to Reports > Saved Searches > All Saved Searches > New
3. Search Type: Click Customer
4. Use specific filters to identify who will receive the bulk email
5. Note: If this is for all customers, you may leave the filter blank in the Criteria tab.
6. Click Save

2. Create a Group

1. Log in as Administrator
2. Navigate to Lists > Relationships > Groups > New
3. What kind of group would you like to create?: Select Dynamic
4. What kind of members would you like to include?: Select Customer
5. Click Continue
6. Name: Enter Name
7. Saved Search: Select the created Saved Search
8. Note: This should populate the list of the members of the Group. Also, make sure that the Global Subscription Status is set to either Soft Opt-In or Confirmed Opt-In for each members of the group. Otherwise, the email will not be sent. Also, make sure that all fields in the search’s Results tab do not have any Summary Types.
9. Click Save

3. Create an Email Template

1. Log in as Administrator
2. Navigate to Documents > Templates > Email Templates > New
3. Name: Enter Name
4. Subject: Enter Subject
5. Select Text Editor
6. Text Field: Compose your message
7. Click Save

4. Perform the Bulk Merge

1. Log in as Administrator
2. Navigate to Documents > Mail Merge > Bulk Merge
3. Output: Select Email
4. Click Recipients 
5. Group Type: Select Customer
6. Group: Select Group Name
7. Click Message
8. Template: Select Email Template
9. Click Merge & Send

Note: To check the email sent using the Bulk Merge, navigate to Documents > Mail Merge > Merge History.