Mail Merge

Building solid business relationships is at the very core of Daylite.

Once you have filtered your Contacts, Daylite can help you stay in regular communication with those specific groups when it comes to prospecting.

There are two main ways to achieve this in Daylite:

The Mail Merge feature in Daylite is an excellent way to streamline your follow-up communications.

It makes use of templated emails which contain merge codes. These merge codes correspond to the Contact's details you have stored in Daylite.

An excellent example of Mail Merge could be when you want to send a standard follow up email after an enquiry from a prospective customer. Daylite's Mail Merge feature ensures your emails are personalized by using important references, such as their name in your follow up email - e.g Dear James. This is obviously preferable to using something generic, such as "Dear Sir".

Mail Merge emails can be sent to just one person or to groups of multiple people. The resulting emails are sent via Apple Mail.

Did you know?

Mail Merge is designed for sending emails to groups of up to 100 recipients.

For larger groups use Direct Email marketing methods.

The Mail Merge feature is designed for sending email communications or letters.

• Email communications using Mail Merge are usually quite simple as they mostly use the name of the recipient.

• You can add add salutations, addresses, dates and more when using Mail Merge to create templated letters.

Creating a Mail Merge Template

Before you can send out a mail merged email you first have to create a template that you can then apply to your list of Contacts.

The first step is to open Daylite > Settings > Letter Templates.

From here you are presented with a list of any pre-existing templates that you have already created, or you can create a brand new template by selecting the + icon.

You can now create and name a new Letter Template.

To open the template for editing, simply double click the name of the template.

The Template Editor presents a full blank page, usually Letter or A4 size.

Pro Tip:

If you are using the Template Editor just for emails then you can ignore the page layout and focus only on the text.

The Template Editor can be customized with different merge codes to suit your business needs. Some of these fields may include:

• First Name or Full Name - This is the most commonly used field in Mail Merge. This is a merge code that will substitute either the first name or full name for the selected Contact(s) that are chosen to receive this communication.

• Job Titles or Roles - You can include somebody's Title or Role at a linked Company.

• URL Links - embeded urls help direct your customer

• Email Signatures - If you apply an email signature when using Apple Mail then you can leave this field blank, as it will auto populate.

• Company Name - this would insert theme of the linked Company if needed. To set a default Company, choose Contacts > People from the Sidebar, then select the Contact record and click Edit.

Navigate down to the Company or Companies that are linked, and tap the ... button to reveal the Title and Department fields. Choose the small icon and select Set as Default Company.

Did you know?

This only works with the default Company, so if a Contact is linked to more that one Company you may need to change the default Company.

URL Links - It is possible to include URL links in your communication. This can be done by either:

• typing the URL directly - www.mywebpage.com/information.

• creating a word alias link - check out our site here.

From the Template Editor choose Edit > Format > Text Link...

To actually use the Mail Merge feature, select either a single or multiple Contacts, then navigate to Edit > Merge, and select either:

• Write Letter In Daylite - Uses Daylite's internal word processor to create the mail merge content.

• Merge Document from Another Application - Allows you to use other apps as templates with embedded merge codes. You can use external merge codes with Word, Excel, Pages & Numbers documents.