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Starting a Mail Merge
Mail Merges are performed through integration with Microsoft Word. When starting a Mail Merge from the web browser, the Mail Merge has no connection back to CRM. This is useful if you do not want to track activities for your clients; for example, when creating Labels or sending office closure notifications.
For more information on the changes from legacy Tamarac CRM, see The Top Seven Changes To Tamarac CRM: Legacy Web Client To Unified Client Interface.
Confirm your browser settings are correct before starting your Mail Merge to avoid experiencing any issues.
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For the first step in the process, follow these steps:
Click Mail Merge on List Members at the top of the page.
In the Select the mail merge type list, select the desired mail merge type, such as Email.
Under Start with a, select Blank document.
You can also choose to start from a Template if you have previously created one. Templates are saved documents in CRM that can be used as needed in the future. For example, you can set up a Template for labels that you can use whenever you need to print new labels.
The last step is to select the Data Fields.
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To create a mail merge from an Advanced Find, follow these steps:
In the top ribbon, click Mail Merge.
In the Select the Mail Merge type list, select the desired Mail Merge type, such as email.
In the Select the Mail Merge type list, select the desired Mail Merge type, such as email.
Under Start with a, click Blank document.
Under Merge, click All records on all pages to include all clients in your view in the Mail Merge.
You can also choose to start with a Template if you have previously created one. Templates are saved documents in CRM that can be used as needed in the future. For example, you can set up a Template for labels that you can use whenever you need to print new labels.
The last step is to select the Data Fields.
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To select the data fields for the mail merge, follow these steps:
Click Data Fields to choose the client information that will be available in your Mail Merge.
In the Select Columns window, select the check box next to each field you want to add. If you want to address your clients dynamically, we recommend selecting a name field such as:
ACCOUNT, LEAD, OR CONTACT SALUTATION
ACCOUNT CONTACT NICKNAME
OR LEAD ADDRESS NAME LINE
If emailing Contacts or Leads, select one of the following check boxes:
EMAIL ADDRESS 1
EMAIL ADDRESS 2
EMAIL ADDRESS 3
The email address you select here is the one that will receive the email from this Mail Merge.
If emailing Accounts, in the Record Type list, click Primary Contact.
Select one of the following check boxes:
EMAIL ADDRESS 1
EMAIL ADDRESS 2
EMAIL ADDRESS 3
The email address you select here is the one that will receive the email from this Mail Merge.
Accounts do have background Email fields which are not used. We recommend to clear the Email on the Account check box to prevent confusion.
Click OK to make the selected Data Fields available for use. You do not need to deselect any of the pre-selected fields as they will be available for use and will only be included in the final document if you choose to use them.
Click Download. After you click Download, Tamarac CRM will send the selected information to Microsoft Word.
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When starting a Mail Merge from CRM online, you will be presented first with a screen in Word that includes instructions for starting the merge.
Follow the instructions below to allow the Mail Merge to continue:
Click Enable Editing.
Click Enable Content.
Click the Add-Ins tab, then CRM.
You will then be presented with the Mail Merge Recipients pop-up showing included members and can proceed with steps to complete the Mail Merge.
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If you are looking to create an email that does not need to be captured in CRM, such as an office closure notification, you should use a Mail Merge to create it. The emails can later be tracked to CRM from your Sent Items in Outlook if you decide that the activities should be captured in CRM.
To write your email, for the purpose of sending the email to your recipients, follow these steps:
Once you are presented with the Mail Merge Recipients pop-up, verify the correct information appears. Once you've verified the information, click OK.
You should control the list membership in Tamarac CRM. Please do not clear any recipients here. If you need to make changes, close the Word Document and return to CRM.
In the Mail Merge pane on the right, click Next: Write your e-mail message.
If you have a saved Word or PDF document that you would like to use to create the document, select the Start from existing document option and navigate to the location of the saved document. Selecting the document will bring the information in to the Mail Merge.
Type your email message. To insert a Mail Merge field, click Insert Merge Field in the ribbon and click the field you want to add.
Click Next: Preview your e-mail messages and then click to preview each email message individually. Make any needed changes to the layout or formatting of your email. Any change you make to the email will be changed for every recipient.
If any recipient is missing information in your merge fields, you must correct this in CRM and start over. Otherwise, the email will be sent with blanks instead.
When finished, in the Mail Merge pane click Next: Complete the merge.
On the Complete the merge screen, choose Electronic Mail to send your email to all your recipients.
Confirm the following options are correct in the Message Options Pop-Up:
TOConfirm the To line is correct according to the Data Fields you selected, depending on which records you are emailing (Account, Contact, or Lead).
SUBJECTThis is the client-facing subject line that will be on your emails.
MAIL FORMATShould always be HTML.
SEND RECORDSShould always be set to All.
OKOnce you click this button, the emails will be sent, regardless of what happens in the next step.
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Writing a letter via a Mail Merge will allow you to create a document that can be printed, as well as saved to a non-CRM location. Letters can be created on one or multiple clients.
To write a letter to print and send to your clients, follow the below steps:
Once you are presented with the Mail Merge Recipients pop-up, verify the correct information appears. Once you've verified the information, click OK.
In the Mail Merge pane on the right, click Next: Write your Letter.
Write your letter. To insert a Mail Merge field, click Insert Merge Field in the ribbon and click the field you want to add.
Once you’ve written your letter, click Next: Preview your letters then click 
to preview each letter individually. Make any needed changes to the layout or formatting of your email. Any change you make to the letters will be changed for every recipient.
Once you’ve verified that your letters are correct, click Next: Complete the merge.
Click Edit individual letters. Clicking Edit individual letters will merge the letters to a new file where you can edit and print each letter.
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When you need to create labels to use when mailing clients, such as when sending holiday cards or informational packets, you would use a Mail Merge to create the labels for printing.
Follow the below steps to create, save, and print the labels document.
Once you are presented with the Mail Merge Recipients pop-up, verify the correct information appears. Once you've verified the information, click OK.
Next, choose the appropriate Label type and click OK.
In the Mail Merge pane on the right, click Next: Arrange your Labels
If re-prompted to select your label type, click Cancel.
Click into the top left label and click Insert Merge Field in the ribbon. Insert fields such as Address Name Line and Address 1 or Address 2 merge fields. Make any needed changes to the layout or formatting of your Labels.
Click Update All Labels so that any change you made to the first label will be changed for every label.
Click Next: Complete the merge.
Click Edit Individual Labels and choose to merge All records.
We recommend clicking Edit Individual Labels rather than printing directly from this document. This way, you can print as many times as you need to. Sometimes it takes a few tries to line up your labels in your printer. Don’t forget to have your label paper ready.
This will open a new Word Document. From here, print this document as normal.