thankQ Help
1.Click Merge Options in the workflow options on the Configuring a Mailing menu.
2.The Stage will change to Merge Options and a new set of Workflow Icons will appear.
Merge to Word |
This option will allow you to select a Word template that has been created with thankQ merge fields |
Merge to PDF |
This option will merge to Word, convert and attach a PDF file to each contacts email and send and log |
Power Merge to Word |
This option allows you to select fields from Power Reports |
Merge Outlook bcc email |
This option will populate the blind copy field with all the contact’s email addresses. You can then create a generic email and attach files, send and log into thankQ |
Merge to eMailer |
This option will load the contacts into the campaign monitor which is used for bulk emails through a third party provider. There is a cost for this option |
Merge to SMS |
This option allows you to send text messages. There is a cost for this option |
Print Address Labels |
This option will print labels for the contacts in the mailing |
Report to Other |
This option is used to create an Excel spreadsheet with the field information so you can send to a printing house |
Reset Ticked Entries |
This option is used if you have merged the mailing and then wish to reset so you can rerun |
