Introduction: Act is a powerful customer relationship management (CRM) software that offers various features, including the ability to send emails via the Act Word Processor. In this tutorial, we will explore how to utilize the Act Word Processor for email mail merges, simplifying the process of reaching out to multiple contacts with personalized content.

Sending Email via the Act Word Processor:

1. Accessing the Mail Merge Wizard: To begin, open Act and select the desired contacts you wish to send emails to. Next, click on “Write” in the toolbar and navigate to “Mail Merge.” The Mail Merge Wizard will guide you through the process.

2. Selecting Output Method: In the Mail Merge Wizard, you will be prompted to choose the output method. Opt for the “Email” option, as this allows you to send personalized emails to each contact efficiently.

3. Choosing a Template: Next, you can select a pre-formatted template from the Act Word Processor or customize your own. Click “Next” to proceed.

4. Configuring the Mail Merge: In this step, you will choose the contacts to include in the mail merge. Select the “Current Lookup” option to use the contacts you’ve selected. Click “Next” to continue.

5. Specifying Email Subject: Add a subject for your email. This will appear in the recipients’ email inbox and help them identify the content of your message.

6. Configuring Merge Options: Here, you can specify additional merge options. For example, you may choose to omit contacts without email addresses from the mail merge. Click “Next” to proceed.

7. Finalizing and Sending: Review the summary of your mail merge configuration. Once you’re satisfied, click “Finish” to initiate the mail merge process.

8. Using the Act Word Processor: Initially, the mail merge may attempt to use Microsoft Word as the default word processor. If you encounter any issues with this, you can switch to the Act Word Processor by accessing “Tools,” then “Preferences,” and selecting the Act Word Processor as the default. This ensures that your emails are sent using the Act Word Processor.

9. Sending Emails: After the mail merge is completed, you can verify that the emails were sent by checking your email account. The Act Word Processor will automatically populate each email with personalized content, such as the recipient’s name and contact information.

Conclusion: Sending emails via the Act Word Processor can be a time-saving and efficient way to communicate with multiple contacts simultaneously. By following the steps outlined in this tutorial, you can streamline the process of creating personalized email messages and ensure they are sent using the Act Word Processor. Whether you’re reaching out to clients, prospects, or business partners, Act’s email capabilities provide a valuable tool to enhance your communication efforts.

Remember to regularly update your templates and email lists, and take advantage of the Act Word Processor’s versatility to create compelling and engaging email content for your recipients. Should you encounter any issues or have further questions, don’t hesitate to reach out to the Act support team or refer to Act’s comprehensive documentation for additional assistance. Thank you for reading, and happy emailing!