Create & send mail merges

Did you know? – Create mail merges directly in projectfacts

For almost every sales employee, the mail merge is a common tool for contacting customers. Many will also be familiar with the often laborious Excel formatting and linking with Word. But that is now a thing of the past – thanks to the projectfacts mail merge.

What is a mail merge for?

With a mail merge you can conveniently supply a number of contacts with information. If you want to, for example, inform your existing customers about a new discount promotion or contact prospects, the direct mail merge function in projectfacts is now available to you.

What improvements are there?

With version 5.14, projectfacts is extended with a “genuine” mail merge. Whereas it was previously still necessary to export contacts from the campaign pool via an Excel file and then import them into the Word mail merge function, you can now dispense with this entirely. Mail merges are now created directly from projectfacts as PDFs.

Even without a campaign set up, the direct mail merge function is available via multiple selection for all contacts.

This means you can reach your customers both faster and more flexibly.

How do I start a mail merge?

There are therefore two ways to start a mail merge:

• Either start a campaign as usual, assign the contacts and set a campaign process in motion

• Or select your contacts via multiple selection and send your information using the “Letter” action.