Difference between revisions of "Creating a Mail-Shot"

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In order to create a Mail-Shot you will first need a custom report to work with. Please see the Creating a New Report section of the [[Report Generator Module|Report Generator]] help file.
In order to create a Mail-Shot you will first need a custom report to work with. Please see the Creating a New Report section of the [[Report Generator Module|Report Generator]] help file.
Once you have got a report generated you need to do the following:
*Click the Output tab.
*Ensure Mailshot is selected.
*Click Mail Merge from the Mail Merge options.
*You Screen should now look something like this.




[[Report Generator Module|Back]]
[[Report Generator Module|Back]]

Revision as of 14:47, 27 October 2015

{{#customtitle:Report Generator - Creating a Mail-Shot|My Title}}

In order to create a Mail-Shot you will first need a custom report to work with. Please see the Creating a New Report section of the Report Generator help file.

Once you have got a report generated you need to do the following:

  • Click the Output tab.
  • Ensure Mailshot is selected.
  • Click Mail Merge from the Mail Merge options.
  • You Screen should now look something like this.



Back