Whilst the mail merge is running, if the User attempts to send any emails within Microsoft Outlook, there is a risk that the email(s) might be hijacked by Microsoft Outlook resulting in sending these emails to one or many of the recipient’s addresses on the mail merge list. It has come to our attention that some problems have been experienced when the User tries to run a mail merge from within the candidate selector or client contact selector screens within IQX. If a user tries to send a mail merge or bulk text to more people than specified here they will get a message stating they have exceeded the limit. Version 2.21.11+ to ensure users are searching correctly and only sending targeted mail merges by text or email it is possible to limit the number of emails/texts that can be sent in a single mail merge. The Candidate will show in the Linked Column on the list of Contact Events in the Company record When Contact Events is used each will also be linked to the Candidate. When enabling the send out of the mailmerge by email tick the CV(s) box to attach the candidate’s CV to each letter. Use the Link to Candidate button to select the candidate. It is possible to attach the CV of one candidate to multiple client recipients, as in sending out speculative CVs. See How to create a contact event from a Mail Merge. This is set up by your agency according to requirements. There are three options for whether contact events are made when doing a mail merge to contacts. If you are just printing letters to send then you can skip a and b and go straight to c.ĭ) It is not necessary to save the merged document when you close the form unless it will be used again in the future. The number will show which letter you are on. Use the video buttons to step through the letters to check for each recipient. Inserted fields will appear as the data for the first selected recipient.
progress fields will only be populated when the mail merge is created from the progress screen etc.). They must correspond to fields relevant to where the mail is being created (eg. See Unsubscribing a contact from marketingįurther database fields can be inserted through File, Insert Fields. If using version 2.2.10.1 or above: this box will also ask you to filter by marketing question – which records do you wish to send the mail to – contacts that are Subscribed to marketing, Unsubscribed to marketing or ALL. If using version 2.2.9.9 or above: if some records have been highlighted, you will then get a box asking you to select which records you wish to send the mail to – All, Only Highlighted or All Except Highlighted.ĥ.
You will be asked to confirm who the signatory for the Mail Merge is.Ĥ. A list of letter templates is offered on which to base the mail merge or you can start from a blank document. To make a New Mail Merge document click NEW.
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