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Send mass emails to clients

You can send bulk email to your Practice CS clients by creating a list of contacts to email, exporting that list to Microsoft Word, and using Microsoft's mail merge feature to create the message and send the email.

Requirements

For this process to work, you'll need to have:
  • A mail merge format in Practice CS or access to the Practice CS Library portlet
  • Access to
    Practice CS File
     then
    Print Reports
  • Microsoft Word
  • Microsoft Excel
  • A MAPI compliant email program like Microsoft Outlook

Instructions

Most of the steps are done in Microsoft Word. A full set of instructions on using mail merge is available on Microsoft's support site: Use mail merge to send bulk email messages.

Download the Excel Mail Merge

  1. In Practice CS, go to
    View
     then
    Home Dashboard
    .
  2. Go to the
    Practice CS Library
     tab.
  3. Select
    Custom Formats
    .
  4. Go to the list of reports to find an Excel Mail Merge report.
  5. Select the green arrow near the report to import it.
  6. Select
    OK
     on the message that the file was successfully imported.

Create the list of clients to email

  1. In Practice CS, go to
    File
     then
    Print Reports
    .
  2. Select the
    Excel Mail Merge format
    .
  3. Now you can filter the report for the clients you want to email. All the clients who are listed on the report will be the clients you email.
  4. Once the report is filtered, select
    Print Selected
    .
  5. Choose
    Output to File
     as the destination.
  6. Choose
    Microsoft Excel (.xls)
     as the format.
  7. Browse to a destination to save the file.
  8. Select
    OK
    .

Create the mail merge in Microsoft Word

The Excel Mail Merge format that you just printed to .xls format is the list of clients that you'll use in Microsoft Word. The rest of the process takes place within Microsoft Word, so you need to follow the instructions on Microsoft's support site: Use mail merge to send bulk email messages.
In the Microsoft support article, there are references to your "mailing list". The mailing list is the Excel Mail Merge you created in Practice CS. If you have questions about the rest of the process, refer to Microsoft support for more information.

This article applies to:

  • Product: Practice CS
  • Subject: Integration