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Snail Mail Marketing

    Mail Merge

    As the needs of mail merge vary greatly, onTrackCRM does not directly support this functionality.  To accomplish the result, export the desired contacts into a CSV file and use the mail merge program of your choice.

     

    Exporting Contacts for Mail Merge

    • In onTrackCRM, navigate to Marketing > Contacts
    • Select the desired filter in te upper right corner
    • Click the Export icon above the contact list
      • Select Export without search records
      • Select Export all data
      • Click Export Contacts
    • The result will be a CSV file with all of the contact record fields.  Unneded columns can be deleted before you proceed with your mail merge.
    • Most mail merge programs will accept the CSV file as the merge data source.
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