Via Actions > Merge you can merge templates with data to send e-mails or generate PDF documents. This can be done in various ways:
Within each option, different filters are available to retrieve the desired data. The merge functionality uses pre-configured mail templates. For more information about how to create a mail template, see Templates.
Methods
After setting the desired filters, you can select the users and choose a method:
- E-mail: This option is used to send an e-mail to the selected users
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E-mail with template attachment: This option is used to send an e-mail to the selected users, with a template as attachment.
Note: Only certificate templates can be chosen as template attachment. This is therefore not a suitable option for every mailing. - E-mail with document attachment: This option is used to send an e-mail to the selected users, with a document as attachment. You can upload a maximum of three files as attachment.
- PDF: This option is used to generate a PDF. This is the only option where no e-mail is sent.
How to mail a specific group?
See How do I e-mail a specific group?