Mail Merging with Open Leads
If you want to convert your leads into projects and eventually orders, it's essential to give them more information about what you do. Luckily, with e-manage|ONE, you can create mail merges for either mailing or emailing to provide your leads with the necessary details. When you perform a mail merge to open leads, the template you use will be saved in the Last Doc Type and Last Doc Date fields of the open leads grid.
Assuming you've already created and saved a template in e-manage|ONE, you can follow these steps to perform a mail merge. If not, check out the Mail Merge / Bulk e-mail Overview section of the manual to learn how to create a template before proceeding.
To get started, right-click on the "Tools" menu located at the top of the e-manage|ONE main window, then click on "Mail Merge." This will bring up the Perform Mail Merge Window.
To view available templates and choose which ones to merge, you can drill down by clicking the plus next to the folder(s) you want to see templates for. Once you've found the desired template(s), double-click on them to select (you can choose as many templates as necessary). It's important to avoid double-clicking on folders, as this will break the merge process. If you accidentally double-click on a folder, simply click the "Clear Templates" button and start again.
Next, highlight the lead(s) you want to merge by selecting them from the Open Leads pop-out panel. Then, drag and drop them into the "Recipients" list box located in the Perform Mail Merge window.
To "sign" your letters with your information where author merge fields are placed in the template, you need to choose an Author. If your information doesn't exist in the list, select "New Author" from the Author drop-down list box and click on the Define/Edit Authors button to add or edit your details. Here, you can also add your digital signature by browsing for a WMF (Windows Metafile) file type. Note that only the user who created the author record can use the digital signature during mail merges for security reasons.
If you want to create a follow-up based on this mail merge, add a follow-up date and choose the follow-up user from the Assigned To drop-down list box.
If you want to create a lead record, you can assign (or create) a marketing campaign to track the results of this mailing against the cost. Then choose the salesperson the lead will be assigned to (even if it's yourself) and type in the "Interested In" text box. Only by setting the salesperson and interested in fields will a lead record be created and delivered.
If you want to create a lead record, you can assign a (or create a new) marketing campaign so you can track the results of this mailing against the cost of doing it. Then Choose the salesperson the lead will be assigned to (even if it is yourself), then type in the Interested In text box. Only by setting the salesperson and interested in fields will a lead record be created and delivered.
If you wish, you can also add the contact to a group by assigning an existing one from the drop-down list box or creating a new group and then assigning it from the drop-down list box.
Click on the Merge button to proceed. If you have chosen to send the document as an email, you will be prompted to enter a subject in the Subject box.
If you chose to create a lead record, the salesperson you chose will receive a New Lead Notification.
If you chose to send via e-mail, the e-mail will be sent immediately using Microsoft Outlook and will appear in your "Sent Items".
If not sent via e-mail, Microsoft Word will be open and you can print your newly merged document.
