TABLE OF CONTENTS BACKGROUND: HIGH IMPACT EMAIL 4.0 PROFESSIONAL AND ACT! ................... 3 SELECT MAIL MERGE OPTION ON THE MAIN SCREEN.................................................... 4 SELECT A HIGH IMPACT EMAIL 4.0 TEMPLATE .................................................................. 5 SELECT A PROFILE TO BE USED WITH THE TEMPLATE.................................................. 6 RETRIEVE YOUR ACT! 2008 CONTACTS .................................................................................. 7 EDIT THE EMAIL IN HIGH IMPACT’S TEMPLATE EDITOR........................................... 10 FINISH AND SEND THE MAIL MERGE EMAILS .................................................................. 14 HIGH IMPACT EMAIL AND ACT! CONTACT HISTORY..................................................... 15

BACKGROUND: HIGH IMPACT EMAIL 4.0 PROFESSIONAL AND ACT! High Impact eMail 4.0 Professional (“High Impact”) provides pre-formatted HTML

email templates that allow the ACT! user to send graphical email (with images, colors

and hyperlinks) without needing to know how to code HTML. As an ACT! user, you

can fully leverage the amazing power of HTML email to send marketing materials and

promotions to your database of contacts … once you install High Impact.

This document will explain the steps behind sending High Impact HTML email

templates with ACT! 2008.

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SELECT MAIL MERGE OPTION ON THE MAIN SCREEN Click the Mail Merge icon on the High Impact eMail Main Screen.

Select “Create eMails from an ACT! 2008 Database” on the next screen.

The Create HTML emails option is selected by default. As this is the one you most

likely want to use, click the Next button to proceed.

High Impact Mail Merge – Select an Option Window

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SELECT A HIGH IMPACT EMAIL 4.0 TEMPLATE

• Select a template category from the Categories column on the left

side.

• Choose the template you wish to use from the list of available choices.

• Highlight the name of the template that you wish to use and click the

Next button to continue.

High Impact Create New eMail – Select a Template Window

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SELECT A PROFILE TO BE USED WITH THE TEMPLATE

• If prompted, select a profile from the list under the Select A Profile

section

• Preview the details of the selected profile in the business card section

on the right side of the screen

• To continue, click the Next button

High Impact Create New eMail – Select A Profile window

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RETRIEVE YOUR ACT! 2008 CONTACTS Select the database:

• Select the database from which you would like to extract the contacts

that you will be using for the mail merge by clicking on the Browse

button

• To continue, select the Next button

High Impact Create New eMail – Select A Database window

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Select the groups or contacts to which you are sending your High Impact

eMail messages:

• Select the contacts or group that you would like to send your mail

merge to

• You may remove any contacts from this screen by de-selecting the

check box next to them

High Impact Create New eMail – Select Contacts window

High Impact Create New eMail – Select Groups window

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Performing a lookup from the live database:

• You can pull select contacts from your databse as well with the lookup

function

• Click on Lookup on the contact selection screen

• Select the fields that you wish to use for your data filter

• Select the limiting text that you wish to search by

High Impact Create New eMail – Lookup creation window

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EDIT THE EMAIL IN HIGH IMPACT’S TEMPLATE EDITOR High Impact features a Template Editor – useful for making changes to the eMail

text, images, hyperlinks and inserting mail merge fields.

High Impact Create New eMail – Template Editor window

From the Template Editor screen, it is possible to:

• Edit Text: Every Template has some sample placeholder text. You can

overwrite this text with your own copy. Using the Template Editor

toolbar buttons, you can also format text to enhance its appearance,

insert bookmarks, and insert hyperlinks.

• Insert Images: You can insert images from your computer’s hard drive

by either double-clicking a photo socket or by clicking the Insert

Image button on the toolbar. You can also adjust the image

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brightness and contrast or crop the image from the Photo Editor

screen.

High Impact eMail Template Photo Socket

After you click the Insert Image button or double-click the photo socket, you select

an image from your computer’s hard drive and that image will be opened into the

High Impact eMail Photo Editor.

High Impact Photo Editor window

• Insert Hyperlinks: You can highlight text in the eMail and embed a

hyperlink under the selected text by clicking the Insert Hyperlink

button from the Template Editor toolbar

Insert Hyperlink Button located on the Template Editor Toolbar

When you click the button, type the website URL in the dialog box

Insert Hyperlink Dialog Box

• Insert Mail Merge Fields: The Template Editor provides Mail Merge

fields including: Salutation, First Name, Last Name, Address, and

others. These fields map back to the contact data in your mailing list.

If you insert a Mail Merge field into the eMail, that field will be replaced

by the contac’s actual data when you send out the mail merge. You

can also specify a default value to be inserted, in the event that a

contact does not contain a value for that field.

In Order to insert a Mail Merge field, click the Insert Merge Field

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drop-down arrow, located on the Template Editor Toolbar, and the

dialog box will pop up

Insert Merge Field Dialog Box

Note: The Mail Merge field will be inserted wherever you leave your cursor blinking

within the body of the eMail template. You can also insert Mail Merge fields into the

Subject: field above the template while in the Template Editor screen.

Example Merge Field inserted into eMail Template

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FINISH AND SEND THE MAIL MERGE EMAILS Once you finish editing and formatting text, inserting images, inserting hyperlinks

and adding Mail Merge fields, you are ready to send your personalized Mail Merge

messages.

To send the Mail Merge job:

Click the Send eMails button in the lower right-hand part of the Template Editor

screen

A message box asking you to confirm the Mail Merge send will pop up. Click the

Yes button to continue

Once all emails are merged and pushed to Outlook, a message box appears

saying that the emails were sent successfully. Click the OK button to finish.

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HIGH IMPACT EMAIL AND ACT! CONTACT HISTORY When you send a Mail Merge with High Impact eMail 4.0 using your ACT! Contacts,

you will have the option of writing to the ACT! History. If you select this option, High

Impact eMail will automatically write a history item for each contact that was part of

the mail merge job.

High Impact eMail: Write ACT! History

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