Introduction: In this tutorial, Tony Holowitz will guide you through the process of performing a mail merge using Microsoft Word in Act Cloud. Before proceeding with the mail merge, Tony demonstrates how to select Microsoft Word as the default word processor and download the necessary software for seamless integration. Let’s explore the steps for a successful mail merge.

1. Selecting Contacts for Mail Merge:

• Start by looking up the contacts you wish to include in the mail merge. For example, Tony performs a lookup for contacts with the first name “John,” resulting in 19 records.

2. Accessing Mail Merge:

• In Act Cloud, navigate to the bottom of the screen and click on “Mail Merge.”

3. Choosing a Mail Merge Template:

• A list of standard templates provided by Act is displayed. To select a template, click on “Browse” and choose a relevant option. In this tutorial, Tony chooses the “Negotiation Follow-up” template.

4. Verify the Lookup:

• Before proceeding, ensure that the correct contacts have been looked up. This step ensures that the mail merge is sent to the intended recipients.

5. Mail Merge Options:

• There are several options for the output of the mail merge: a) Word Processor: Tony selects the “Word Processor” option to preview the mail merge in Microsoft Word. b) Email: Alternatively, the mail merge can be sent directly to email addresses via Microsoft Outlook. c) Printer: Tony skips this option for the purpose of this tutorial.

6. Initiating the Mail Merge:

• With the desired options selected, click on “OK” to start the mail merge process.

7. Handling Browser Pop-Ups:

• During the mail merge process, your web browser might generate pop-up warnings. Tony demonstrates how to address these warnings and proceed with the merge.

8. Previewing the Mail Merge in Microsoft Word:

• The mail merge will open in Microsoft Word, displaying a preview of the merged documents. Tony maximizes the Word window to show the entire document.

9. Finalizing the Mail Merge:

• After reviewing the mail merge preview, you can print the documents or save them for further adjustments.

Conclusion: Congratulations! You have successfully performed a mail merge using Microsoft Word in Act Cloud. The mail merge feature allows you to send personalized communications to multiple contacts efficiently, making it an invaluable tool for businesses. Whether you choose to print, save, or send the mail merge via email, Act Cloud’s integration with Microsoft Word provides a seamless and effective workflow for your communication needs. Thank you for following along with this tutorial, and we hope it helps streamline your mail merge process. Have a productive day!