TABLE OF CONTENTS BACKGROUND: HIGH IMPACT 4.0 PROFESSIONAL AND ACT!. 3 SELECT MAIL MERGE OPTION ON THE MAIN SCREEN.0 TEMPLATE.

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

3 1BACKGROUND: HIGH IMPACT 4.0 PROFESSIONAL AND ACT! High Impact 4.0 Professional ( High Impact ) provides pre-formatted HTML templates that allow the ACT! user to send graphical (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 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 templates with ACT!

4 2 SELECT MAIL MERGE OPTION ON THE MAIN SCREEN Click the Mail Merge icon on the High Impact Main Screen. Select Create s from an ACT! 2008 Database on the next screen. The Create HTML s 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 4

5 3 SELECT A HIGH IMPACT 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 Select a Template Window 5

6 4 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 Select A Profile window 6

7 5 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 Select A Database window 7

8 Select the groups or contacts to which you are sending your High Impact 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 Select Contacts window High Impact Create New Select Groups window 8

9 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 Lookup creation window 9

10 6 EDIT THE IN HIGH IMPACT S TEMPLATE EDITOR High Impact features a Template Editor useful for making changes to the text, images, hyperlinks and inserting mail merge fields. High Impact Create New 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 10

11 brightness and contrast or crop the image from the Photo Editor screen. High Impact 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 Photo Editor. High Impact Photo Editor window

12 Insert Hyperlinks: You can highlight text in the 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 , 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 12

13 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 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 Template 13

14 7 FINISH AND SEND THE MAIL MERGE S 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 s 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 s are merged and pushed to Outlook, a message box appears saying that the s were sent successfully. Click the OK button to finish. 14

15 8 HIGH IMPACT AND ACT! CONTACT HISTORY When you send a Mail Merge with High Impact 4.0 using your ACT! Contacts, you will have the option of writing to the ACT! History. If you select this option, High Impact will automatically write a history item for each contact that was part of the mail merge job. High Impact Write ACT! History 15