Introduction
Last updated 21/12/2023
What is Mail Merge?
Mail merges are one of the quickest ways to customize emails. Mail merges enable you to create customized documents based on the receiver. You will save time and work by not having to manually personalize each document for many recipients.How Mail Merge Works in Five
A mail merge takes values from a data source and inserts them into the editor. This lets you create a master template from which you can generate many similar documents, each customized with the data being merged.There are two methods you can use to create a mail merge in Five.
- You can create a mail merge based on a selected data source; or
- Create a mail merge with code and use Five's function .
Navigate to Mail Merges
1. Select Tasks in the menu.2. Select Mail Merges in the sub-menu.
Figure 1 - Mail Merges menu item
Who Can Add, Edit, and Delete Mail Merges?
Please refer to the chapter Five's Users and Roles.SMTP Settings
For your mail merges to be sent you wil need to configure your SMTP settings on the Instance form.Automate Mail Merges
You can create a job to automate your mail merge.Mail Merge Form
The Mail Merge form consists of Five pages. The table below gives a description for each of the pages.| Page | Description |
|---|---|
| General | The General page is for you to configure your mail merge settings and create your email template. |
| Events | The Events page is for you to attach code for extra functionality. |
| Action Buttons | The Action Buttons page enables you to add customized buttons that will be available in the app bar. |
| Screen Fields | The Screen Fields page will create fields that data can be entered and are available in the email template. |
| References | The References page will list where the mail merge is being referenced. |
The General Page
The table below gives a description for the fields on the Mail Merge form.| Field | Description |
|---|---|
| Title | Give your mail merge a title and it will be visible in the Mail Merge app bar if not automated. |
| Action ID | The unique identifer for your mail merge. |
| Data Source | Select a data source for your mail merge to use for the personalized information. |
| Name Field ID | Select the field from the data source that holds the recipient names. |
| Email Field ID | Select the field from the data source that holds the recipient emails. |
| SMTP From Name | The name of the sender. |
| SMTP From Email | The email of the sender. |
| Subject Text | Add a subject line for your mail merge. |
| Merge Text | Opens the editor for you to create your email template. |
| Help Text | Add help content. |
| Help URL | Add a URL link to external help. |
| Notes | Add notes for your mail merge for your own reference. |