How to Create a Group Based Email Merge Field in GoldMine

Create an email field.

GoldMine is an email server that is compact and easy to use, meaning that you can have all of your emails located in one place and access them with the click of your mouse. One of GoldMine's features allows you to create a group-based email merge field, which allows you to specify certain emails for particular groups of people. This process is easy to set up and customize.

Instructions

1. Open your Excel or other spreadsheet program.

2. Create a table in which you enter the field information you want to use in the merge. For instance, you might include fields for "Name," "Business" and "Email Address." Then enter the information in the table.

3. Save the file onto your computer to use later.

4. In GoldMine, click on "New Message" and when it comes up, click on the "To" field to bring up your choice for who you would like to send the email to.

5. Choose "Group" and choose "Email Merge."

6. Click "Browse," click on the Excel document and click "OK."

7. Click "Merge" to create the merged email field. Click on "Merge Options" to create or edit specific merge fields for your email account.

References

• Burrell Group: GoldMine Email Information