Sunday, January 20, 2008

GoldMine Standard - Queue e-mail merges

Recently a client wanted to know if they could set up an e-mail merge to be sent at a later date and time. This can be from the e-mail center in GoldMine.

* Open the GoldMine e-mail center
* Click on the new mail button
* Click on the fourth icon to the left of the From/To (In Premium Edition click on the third
icon to the left of From/To)
* Check the box next to Merge the e-mail and select the filter or group you will be sending
the e-mail to
* Select the e-mail you template you wish to use from the subject line dropdown list
* Click on the third icon to the left of the From/To (In Premium Edition click on the second
icon to the left of From/To)
* Click on the Queue, Calendar and History Options button
* Enter the date and time you wish to send the e-mail and check any additional options
* Click the Queue button to save the e-mail to be sent at the selected time

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