Introduction

A mail merge document is often a very useful and an efficient way of creating letters using contact details obtained from your database. It usually contains the same content meant to be sent to targeted recipients. The only differing point from one letter to the next is the information specific to the recipient such as the recipient’s name and address.

The mail merge document will contain special tags. These tags are used to retrieve data from the database. Synergy Office Integration can be used to create a mail merge template using Microsoft Word. This document can then retrieve data from Exact Synergy Enterprise to create a mail merge.

Note: You are able to perform this function only if you have the Professional role. The following table depicts the function rights needed to access the mail merge functionalities:

Buttons	Modules	Function right 160 - Allows mail merge from resource search	Function right 200 - Allows to export account data from search results and/or 275 - Allows batch updates of accounts	No function rights
Make a merge document	CRM
Make a merge document	HRM
Select target group	CRM
Select target group	HRM
Perform mail merge	-			(If you are performing the mail merge process via Exact Synergy Enterprise using the .dot or .dotx template)

To create a mail merge, the following steps need to be taken:

1. Create a mail merge template
2. Select the targeted recipients
3. View the results of the mail merge
4. Complete and process the mail merge

How do I create mail merge template using Synergy Office Integration?

Before creating a mail merge, you should create a mail merge template. You will add the mail merge tags into this template.

1. Under the Synergy menu bar, click Make a merge document, and then select either CRM or HRM to load the corresponding tags in the Task Pane.
2. Click the required group in the Task Pane to expand it.
3. Click and drag the required tags from the Task Pane to the document to insert it into the document.
4. Save the template when you have finished composing the mail merge template.

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How do I select my target recipients using Synergy Office Integration?

After creating a mail merge template, you can begin to merge your data into it. To do this, you need to select the relevant target recipients.

1. Open the mail merge template.
2. Under the Synergy menu bar, click Select target group and select either CRM or HRM as the corresponding data source.
3. Next, select Search to search for the target group or Template to search using an available search template.
4. If you select Search, enter the relevant criteria in the pop-up window and click Merge. If you select Template, select the required search template in the pop-up window and click Merge.

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How do I view results of my mail merge?

After you have searched and incorporated the results into your mail merge, you may want to view the entire results.

1. Under the Mailings menu bar, use the Next Record and Previous Record arrows to scroll through the results.

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How do I complete my mail merge using Synergy Office Integration?

The mail merge is complete when it is processed. The options available to process a mail merge include creating a new document with the merge results, sending the results to a printer, sending the results to recipients via e-mail, and saving the results to Exact Synergy Enterprise.

1. Under the Synergy menu bar, click Perform mail merge and select the relevant option.
2. If you select New MS Word Document, Send to printer or Save to Exact Synergy Enterprise, select the required record to process. If you select Send email, select the required record to process. Apart from that, you can also select the e-mail address to send it to, enter a subject for the e-mail, and select whether to send the mail as an attachment. Click Merge when you have specified all relevant options.

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Related document

• Synergy Office Integration start page