Mass mailing

DETAILED PROCEDURE

Here is a detailed procedure for performing a mail merge in Prodon Web.

***This procedure is identical for all management types.***

Access the Clients section

Select the «Clients» tab.

Search for slients

Search for the clients to include in the mail merge using the desired search method: view columns, «Quick Selection», «Filters», or «Search Assistant».

Launch the mail merge

Click the «⋮» menu, then select «Communication» and «Client Mail Merge».

Generate Without keeping a record of the mailing

Select the desired document(s), then click «Generate».

Generate and Keep a record of the mailing

Select the desired document(s) and turn on the «Keep a record of the mailing» option.
The mailing date is mandatory, and an occasion or a note must be added to generate the mailing history.
Fill in the other information as needed, namely the response status, activity, solicitor, contact, response date, and suggested amount.

Save the mailing history

Click «Generate and Save History» to create the mailing history and complete the process.
An occasion must be selected or a note must be entered in order to generate the mailing history.
Once the mailing is saved, it is automatically added to the communication history as well as to the «Communications» tab of the client record(s) involved.

Download the document

A message confirms that the document has been downloaded.
The file is automatically downloaded to the «Downloads» folder, where it can be opened or saved.

Edit the document (Optional)

If needed, click «Enable editing» in Word to make the necessary adjustments.
If the document opens in read-only mode, click «Edit Anyway» to be able to make changes.

Print the document

Click «Enable Printing» to turn off protected mode, then print the document.

Additional information is available in our Frequently Asked Questions, found in the following documentation:

FAQ - Mail Merge