The GoldMine® e-mail merge feature is quite handy when sending the same e-mail to a group. You might use it to provide Newsletters, Press Releases, or to keep your clients and customers appraised of the newest information.

Creating an e-mail merge is very straight forward. You can use an e-mail template or create a new e-mail on-the-fly.

First, you will want to activate any filters or groups to limit who receives the merged e-mail. See the GoldMine® manual for help on creating and activating filters or groups.

Next, go to the File Bar in GoldMine® and select "e-mail", "Send Internet e-mail" You will see the following screen.

Now, enter the Subject and body of your e-mail. If you are going to use an e-mail Template you may skip this step. Select "Options" at the bottom of the window. You will see the following screen:

This is where you will make selections on how the merged e-mail will be delivered. The selections are self explanatory. Be sure and select "Encrypt" only if you are sure the recipients will be able to decode and read the e-mail. In most cases this feature will not be used. If you are sending a large number of e-mails' we recommend you use the "Queue E-Mail for sending option. Now select the "E-Mail Merge" tab. You will see the following screen:

If you are using an e-mail template this is where you would make your selection. Again, the selections are self explanatory. Now select on the "File in History" tab. You will see the following screen:

You can now specify what type of information you want to record in the Contact Records' History Tab. In most cases you will want to create a history record. However, you might not want to save the message body in history. If you are using an e-mail Template there is little need to save the actual message in History since you have the original text stored in the e-mail template. You will need to make the decision based on your particular needs. We strongly recommend using the Reference box. This can allow you to quickly recall the information sent to the GoldMine® Contact. Change the Activity and Results box as your need dictate.

Once you are satisfied with your selections click on "OK" to start your e-mail Merge.