User can start the mail merge process to create letters, emails, envelopes and labels from A360 and leverage the data to pre-populate some fields.
To set up, follow the A360 Outlook Sync instruction.
To start a mail merge, A360 Dashboard left side navigation – Clients tab, select either Household or People tab
1) Select the households or individuals for mail merge by checking the box next to their names.
2) Click on ACTIONS: I want to... and select Create a Mail Merge.
3) From the Type drop-down menu, choose e.g., Letter, Email, Envelope, Labels.
4) Select how you want to start (blank document, default template, or a custom template) and check the boxes for fields to include in your message.
5) Click Launch Mail Merge in Word. Depending on your browser, you may need to select Open to access the Word document.
6) Enter the content of your letter or email, insert your signature for email, or ensure there's an appropriate signature area for letter.
7) In the lower-right corner, select Next: Preview your email/letters to preview.
8) Review the content and select Next: Complete the merge when ready.
9) Choose either CRM Email Merge or Print your items. For emails, you can add a subject and attachment before selecting Send Email.