Introduction: In this tutorial, Tony Holowitz demonstrates how to efficiently execute a mail merge using ACT Premium Cloud. A mail merge is a powerful feature that enables users to personalize and send mass communications to multiple contacts, such as form letters or email campaigns. Tony’s step-by-step guide will help users navigate the process seamlessly, ensuring effective communication with large contact lists.

1. Understanding Mail Merge: Tony introduces the concept of mail merge, emphasizing its significance in streamlining communication with multiple contacts. Whether printing form letters or sending personalized emails, the mail merge feature in ACT Premium Cloud simplifies and expedites the process.

2. Initiating the Mail Merge: To begin the mail merge process, Tony guides users to click on the “Write” option and then select “Mail Merge.” Users have the flexibility to choose the output destination, whether it’s the word processor, email, or printer, depending on their communication requirements.

3. Selecting Recipients: Next, Tony explains how users can specify the recipients of the mail merge. Users can opt to send the communication to the current lookup, which includes a group of contacts based on a specific search query, or to an individual contact selected from the screen.

4. Choosing the Template: With the recipients selected, users need to choose the appropriate template for the mail merge. Tony demonstrates how to access the desired template by clicking on “Browse” and selecting the preferred template for the communication.

5. Executing the Mail Merge: Once the template is chosen, Tony proceeds to execute the mail merge. The system initiates the merge process, creating individual documents for each contact in the selected recipient list. This allows users to customize and personalize each communication as needed.

6. Reviewing the Mail Merge: Tony showcases the merged documents on the screen, displaying how each contact’s information is integrated into the template. This review phase ensures that users can verify the accuracy and personalization of the communications before printing or sending them.

Conclusion: With Tony Holowitz’s expert guidance, mastering mail merge in ACT Premium Cloud becomes a simple and efficient process. By following the step-by-step instructions, users can effectively send personalized communications to multiple contacts with ease. ACT Premium Cloud’s mail merge feature empowers users to streamline their communication efforts, enhancing customer relationships and overall productivity.