Feb 23, 2017 - IMPORTANT: If you are re-linking a tracking service, on this final step, do not allow it to automatically sign in using previously cached account credentials. The previously cached credentials are probably wrong which is why you are tr
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Articles in this section How do I add stages to my Mail Merge? How can I add an image in Mail Merge? Can I send a Mail Merge from an alias address? How can I view mail merge reports? How do I create a CSV in Excel to use with Mail Merge? How do I create a list in Salesforce for Mail Merges? How do I map fields to be merged from my CSV into my emails? How can I add my signature to emails sent with Mail Merge? Can I add stages to a mail merge after I've already sent the first stage? Why is there a limit of 200 recipients for Mail Merge? See more
How do I add stages to my Mail Merge?
Carolyn Chassaigne 11 days ago · Updated
When creating your mail merge, you should see an "Add Stage" button below the box where you create the content of your message. Clicking on "Add Stage" will allow you to decide on some conditional settings that would trigger the additional stages and will add another "compose" box to create the content for your subsequent messages.
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Related articles What options do I have for filtering my additional mail merge stages? Can I add stages to a mail merge after I've already sent the first stage? Why is there a limit of 200 recipients for Mail Merge? How do I set up a mail merge in Outlook? Can I schedule a mail merge?