Method Community

HI, I'm a newbie. Trying to utilize the email templates feature so I can insert (via mail merge) contact info into a "hi, thanks for talking to me recently, here's a sample of our products...etc." type email. This would be an paper printed letter I would include within the sample box I sent to the client.

Once I have an email template created, is there an easy way to do this? Or what would the workflow/process be? If there is a more direct way to do this than using email templates (mail merge inserted into a template), do let me know. I'm used to SFDC, so METHOD is a relief :)

Best,

V

Hi Vince,

I'm not sure that I fully understand what you're trying to accomplish. Are you attempting to send an email to a client with mail merged data in it? Or are you trying to generate something containing mail merged data that you could then print out?

These Help Center articles may help you out:

• Mail merge
• Report designer

If not, don't hesitate to post back here and we'll figure it out.

Hope this helps.

- Justin