Processing mail-merge / bulk marketing in Synergy

There is a two-step process to doing mail merges within Synergy and you can choose to either Print, Email or Text the merge.

For a client to receive an Email, they must have an email address and SMS requires a mobile phone number.

You can choose to print envelopes or address labels to place on the envelopes or use window envelopes and the address on the letter as the delivery address.


We highly recommend that if you are going to send an SMS to more than 50 recipients, that you arrange a bulk SMS with us directly, which will be at a reduced (bulk) price and allow is to schedule this in to avoid disruption. To arrange this, use the method in Step 2 to create a list of customers, but then export to excel and request a bulk SMS using the following this link



1. Setup the Template

  • Marketing Reports -> Marketing -> Templates
  • Here you can set up Templates for SMS, Email or Print (Mail Merge Letters)

To change the template click Edit, to create a new template click New


2. Select Your Recipients and Send

Once the template has been completed you are now ready to select the clients you want to send the letter, email or text to.

  • Go to Marketing / Reports
  • Click the Client Search Criteria button

Choose the selection criteria you use to further refine the clients to send to and click accept.

In this example I chose City, and further refined my search to Auckland and Hamilton.  Click Accept.

Click Select all or individually tick the clients you want to send to.  Notice the tick for Receive Mail, Receive email and Receive TXT.  If there is no tick for Email you can’t email to this person. 

Now click on the buttons at the bottom to Mail Merge, Email or TXT


Select Contacts allows you to not only send to the company but also send to the contacts that you have setup against that client.  Deselect the contacts you do not want.

 

  • Additional features here are:

Excel Icon (left) -     This will export all currently selected customers to an Excel file (use this if you will be arranging a bulk SMS with us directly)

Envelopes     -           This lets you print envelopes for the Letters

Mail Label     -           Print off labels to stick on the envelopes

Preview         -           Print off a report of the clients selected