Now click on “Step-by-Step Mail Merge Wizard”. Once you click on the drop-down you will see a list of options for which you can do a mail merge. Under the mailing tab, you will see the drop-down option that says Start Mail Merge. Once the application starts head over to the mailing tab in a new document. How To Do Mail Merge?įirst Open Microsoft word on your computer or laptop. Without any further delay here’s the step by step way to do Mail Merge. With the help of the Mail Merge, we can customize mail for each recipient which saves lots of time and effort. Maile Merge is used for automating the process of sending bulk mail to customers. Mail Merge is a feature within the data processing application such as Microsoft word which enables us to send similar documents, letters, etc to many recipients. How To Do Mail Merge? What is Mail Merge? If correlation succeeds, Marketing materials will not be sent to the contact.2. The reply email SHOULD contain UNSUBSCRIBE in the subject line at the very beginning along with the original subject to allow CRM to match the email to the existing CRM email (that was sent).Į2 is received in CRM and on receipt it should be correlated to the original email, i.e, the regarding object of E2 received in CRM should be set to the Contact record as mentioned in E1. If you find that the tracking token is removed, you should enable Smart

It will create an email with the subject = 'UNSUBSCRIBE: ' and To = 'The sender of the newsletter email. Additionally, you would have the unsubscribe link in the email body.Į2: Contactreceives the email and clicks on the unsubscribe link. Unsubscribe process relies on associating the 'unsubscribe email from the contact' to the existing 'sent campaign activity email'. When you send out the newsletter which contains the unsubscribe link, you would need to add the contact inĮ1 : Email created with To='Contact', From='Some CRM Record', Regarding object='Contact' and either tracking token is set or you should be using Smart Matching for Email correlation. You can create a template of type Contact and in the content, you would have the option of selecting some text and making it as an unsubscribe link.

To add an unsubscribe link, you would need to send them an email using a template.

Mail merge microsoft word 2011