Thursday, June 26, 2008

GoldMine: Can I create an e-mail merge that can be sent at a future date and time?

Yes, follow the steps below:

* Make sure you create the filter you want the e-mail sent to first

* Click on Contact/Create E-mail/Message to Contact or click on the Mail Center Button and choose New E-mail

* To the left of the From and To boxes are 4 small buttons. Click on the last button

* Check the box next to Merge this E-mail to a group of contacts and choose from the options below who you want to send the e-mail to

* You can either type in your Subject Line or choose from a Template from the drop-down menu

* Next, click on the third small box on the left of the From and To

* Click on the Queue, Calendar and History Options button

* Enter the time, date and complete the additional options

* Click on the Queue button and the e-mail will be saved and sent at the time and date you set

No comments: