After you have set up and enabled the Outlook Online Add-in, any email initiated within AdvisorEngine CRM will open Outlook Online in a new tab for you to draft and send your email.
After selecting Email > Email or Email > Email (Include Additional Emails), you will be presented with a dialog to set your initial options for the mail merge.
Opening the Add-in
Once the Outlook Online tab has loaded, select AdvisorEngine for Outlook Add-in icon from the Add-in section of the Message Ribbon.
You are now able to draft your email, add in Merge Fields, save or load Templates, preview the mail merge or finally merge and send the email when you are ready.
Adding Merge Fields
Merge fields are available by default from the AdvisorEngine for Outlook add-in window. If they are not showing, click the More Options icon >.
To add a merge field to your email draft:
To remove a merge field, simply delete it as you would any other text in the email.
See Common and Useful Merge Fields for a starting guide to AE CRM’s available merge fields.
Though you can select a template when launching Outlook Online, it is also possible to choose to load a template after the email has been started. To do so, click More Options >from the AdvisorEngine for Outlook add-in pane and select the template to load. Doing so will load the template and remove any current content you have drafted into the email.
To save what you have drafted as a Template, click More Options >.
If you started from an existing Template, click More Options >to save any changes you made to the Template. Or click More Options > to create a new Template from the current draft.
Be sure to save the template to your EmailTemplate folder.
To preview the contents of your merge prior to sending, click More Options >. From here you can page through the merged previews of the emails. You must click to return to editing prior to sending the email.
Merge and Send
When everything is drafted to your satisfaction, you are ready to send your email.