Letters & Mail Merge

Learn to send single mail or create mass mailing in Aurea CRM Web.

You can create single letters and mass mailings in Aurea CRM.Web:

• Single letters can be sent based on any record that matches the settings in the Word Processor format. For further details, see Mail Merge Configuration
• Mass mailings ("Serial letters") can be used for both quick campaigns and marketing activities. For further details, see Quick Campaigns and Mail Merge Letters Based on Marketing Activities.

Prerequisites for creating letters and mass mailings in Aurea CRM.Web:

• Define the required formats: Word Processor formats in Aurea CRM win. For further details, see Defining Transfer Formats in the Aurea CRM win User Manual (https://help.aurea.com/crm/crm-win-admin-guide/crm.win.admin.guide/#topics/c_win_adm-1_1-Intoduction_crm.html).

  These formats contain the following information:

  • the name of the document template
  • a read engine format (or query) that defines the available fields as placeholders
  • a label format containing the letterhead and salutation
  • settings for creating, saving and signing the resulting letter
  Note: Word Processor formats using queries cannot be used for the creation of single and serial letters in Aurea CRM win.
  Note: Queries used for Word Processor formats must not contain parameters ($parValue), i.e. may not require user input.
• Define the required document templates as Microsoft Word documents.
  Note: The document templates must be owned by the administrator.
• Microsoft Word must be installed on the clients. For information on supported versions of Microsoft Word, >> System Requirements available from https://support.aurea.com.
• Select the option "Used by Mail Merge" to make the query appear on the template document used for Mail merge.