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Using Mail Merge Templates

Build your drip campaign (up to 10 stages) and save it as a template for personal use and/or share it with your team! 

 

You can save past mail merges as a template using the “Save as a Template” option to the right-side of the mail merge. This will allow you to easily craft a mail merge to a new group of recipient using the same content and schedule you have done in the past. You can also create a mail merge template from scratch by using the blue New Mail Merge Template option under the Mail Merge > Mail Merge Template page. Mail Merge Templates are a Yesware Labs feature.

Creating a New Mail Merge Template

Share Mail Merge Templates with your Team

We’ve recently launched the ability to share mail merge templates. Team Managers can now share mail merge templates across the team and edit team templates.

To do so, click the Mail Merge Templates section of the Mail Merge page.

Mail Merge Templates

From there, locate the Mail Merge Template you’d like to share and choose “Copy” and select the team you’d like to have access to the template.

Mail Merge Template Options

You may also use the “Edit” option to review and update the content.

Mail Merge and Mail Merge Templates are available on our Team and Enterprise plans.

Add Recipient to Mail Merge From Salesforce

Customers on our Enterprise plan can use Mail Merge Templates for individual recipients.

  1. Select the “Add to Mail Merge Template” option at the top of the Contact or Lead page in Salesforce.salesforce_add-to-mail-merge-template
  2. Choose the Mail Merge Template you’d like to use. salesforce_select-new-mail-merge-template
  3. Review the send dates and times and message content for all stages.salesforce_mail-merge-template_review-content
  4. When you are ready to send or schedule the mail merge, click Start.

Add Recipient to Mail Merge From Your Inbox

You can easily add a recipient to a mail merge from within your inbox.  To do so, select the mail merge template you’d like to use and click the blue “Add Person” option. From there, you can search Salesforce or manually enter the email, name and any other applicable fields.

mail-merge-templates_add-a-person

 

For any additional questions, please visit our Support Center to search FAQs or submit your own request.