In order to use the Global Mailshots program to send email mailshots, you will
need to prepare the information to be sent. You should create a Word
document using the instructions below (not an actual draft email) with the information to be emailed. This
can be formatted like a letter, promotional flyer, price list etc.
1. The first
task is to create a Letter code in Power-Gx. Navigate to Gx
CRM\Options\Letters To Send.
2. Click here for instructions
on creating letters
codes. When the Letter code is setup, a new letter containing all the tags for the
email merge is copied from a system template, a template data source
document for this letter code is automatically generated.
3. Open this
new letter/email in Word and add the text and formatting that you require.
4. Click here for instructions on using mail merge in Microsoft
Word to
insert merge fields, please note that these fields should already be present in the
letter/email. If you are using Windows XP follow the instructions here.
5. When
you have arranged the merge fields in your template letter/email, save the
document. It is now ready for use with Global Mailshots, Select Letters to
Send or Gap Analysis mailshots. Click here
for an example template letter/email with merge fields inserted. The merge
fields are highlighted in bold.