Who needs an Enterprise scale mail merge solution:
- Large Enterprises who sends thousands or millions of personalized mail every month driven by system data, from ERP & CRM. The use cases would include payment reminders, invoices, CRM case acknowledgement etc.
- Enterprises who are looking to integrate mailing with their solutions such as CLM and ensure that mail responses are template driven
Mail merge is not something new but when you want to send thousands or millions custom mails feeding data from SAP, SFDC or any other enterprise system, and merge with pre created and formatted templates, and send mails at scale, then you would need enterprise-class mail merge platforms searches Doctiger Mergetell. You can use your mail domain or the domain provided by Doctiger with your company name if there is any risk of blacklist of your IP address.
The platform you would need if the one that allows business to design and author mail templates without any code and it should be easy enough to map the data fields for merging. No need to live inflexible mail solutions where even the minute exchange needs coding
You need enterprise scale Mail Merge whenever you have to send mails where the data comes from enterprise system such as SAP or from Excel files and merge to form the mail communication. Examples would include sending payment reminders, intimating upcoming invoices, acknowledging payments, sending sales related mail, order acknowledgement, employee letters and if the attachments are generated externally, you could attachments such as invoices, Statement of accounts etc. If you have to generate the document and mail it at the same time you would need a different SKU you of Doctiger. Important documents such as legal notices, payment reminders or sales related emails might need to be tracked for open as well as the location from where they were opened. This is a partial list of use cases of mail merge and in general wherever the mail communication is of a type or topic and needs to be sent periodically, enterprise mail merge solution would ease the work and make communications simpler.
Components of an enterprise mail merge platform would be as under:
Template authoring tool and temperate library this would be something the users can create mail templates identifying the data fields which food get replaced with the data which may come through the web service through Excel the template would remain the same and every mail about different data.
Data source the data source could be a web service from NCERT solution ora CRM solution aur the scales are not that large it could be an excel file which is uploaded and the males can be vertically fired by taking one line at a time it is important to note that any change indus structure off the data source will need the template to be edited corporate the change
Third major component open and Enterprise scale mail merge solution would be the web service integrator. A good integrator would provide for RESTFUL Web Services to which the data can be posted or that can be scheduled to pull data from a predefined web service. The token ensures secure data interchange between systems
Enterprise-class solutions would have a tracking built into the mails and every mail sent through this the platform cable for open including the from which it is opened This helps in closing the loop on communication
Integration with Outlook & Gsuite and Individual mode :
Once you integrate the platform with the enterprise email solutions, you can standardise the response and language to avoid grammar or spelling mistakes. The data can come from Excel files or manually entered
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About the author : Chetan Agarwal Linkedin , is a technology leader with 30+ years of experience of which more than 15 years has been as a CIO of large global corporations. He is a mentor and CTO for Doctiger.