Email marketing is an extremely cost-effective way to build relationships with your clients and build your brand reputation. There are many free websites that enable you to create professional stylised marketing emails to send to your clients. These emails are then easily imported into Mercury Nexus using the HTML code.
How do I use an email template I created outside of Mercury Nexus?
You can create an email merge as follows:
Open your email template and copy the HTML code.
In the CRM app, select People from the main left-hand menu.
Using the Windows or Apple key highlight the people you would like to email and select Merge from the top menu.
Select Email and then choose Email all or Email Selected and click Next.
If you click Email all it will send your email to all People records in your CRM.Select the Code View
Paste your code.
Select the Code View button to navigate back to the normal view. You can personalise your email using the Insert Tag drop-down list. Clicking on the tag will insert the tag wherever your cursor is located in the email.
Optional: To add an attachment to your email, navigate to the Attachments. Either click Upload ∫ upload a file from your computer or Attach to select a file already in your Mercury Nexus library.
Open the Recipients tab to review who will receive the email.
To send the email message to all recipients, click Merge and then Send email.
Before you start emailing, make sure your email signature is set up correctly. Click here to learn how. We recommend you send a test to yourself first before sending out to your list of contacts. This way you can ensure everything is appearing as it should.
Having trouble? Submit a Mercury Helpdesk ticket for more assistance.
Note: We do not provide assistance with creating HTML emails, you must have the HTML ready beforehand.