Email Merge (report)

The Email Merge report generates a personalized document for each contact in a segment. It combines company information, a formal or informal salutation, free-text content from the segment, and a closing signature with the salesperson's name and job title. You can run it from a marketing segment to produce letters for multiple contacts by using an RDLC or Word layout.

The segment data passed to the report determines the contact, language, salesperson, and document date. These values control the salutation, address details, content, and salesperson signature in each generated letter.

Use cases

Use the report when a salesperson or marketing employee runs a campaign segment and needs to send personalized letters or emails to contacts with a formal or informal salutation and free-text content.

Marketing and customer relationship management employees can use the report to:

• Produce personalized letters for all contacts in a marketing segment in one run.
• Use the correct formal or informal salutation based on each contact's language.
• Include campaign content from the segment without editing each letter.

Salespeople can use the report to:

• Send follow-up correspondence with their name and job title in the signature.
• Use the Word body-only layout with a standard company letterhead.
• Include the company address and logo from the company information.

Try the report

Try the report here: Email Merge

Tip

If you hold down the CTRL key while you select the report link, the report opens on a new browser tab. The new tab lets you stay on the current page while you explore the report on the other browser tab.

Related information

Relationship management reports

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