Table of contents
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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