Mail Merges

Learn to create mail merges.

Quick campaigns allow you to generate a letter for several persons, without needing to first add a campaign and associated marketing activities etc., see Quick Campaigns.

You can also create mail merges within the scope of marketing activities, see Marketing Activities.

Note: To send email in a language other than the default languages, you should use UTF-16 encoding for the template documents. For example, to send a mail in Cyrillic, encode the HTML template document in UTF-16.

Your administrator can define that you can store the customer data merged with the document template for each recipient. When you open the document, the customer-specific data is merged with the document template and the letter received by the customer is displayed. Document templates are stored as read-only documents in the database and cannot subsequently be edited.

To access a previously sent mail:

  1. Switch to a company or person.
  2. Switch to the Document Links tab. The documents available in Aurea CRM are listed.

    You can identify mass mailings as documents that were created by a Marketing Activity. The Serial Letter and Read only check boxes are automatically enabled.

  3. Click on the title of the document or select Check Out & Edit from the context menu. The document is opens in Microsoft Word.