Can you perform an e-mail mail merge from a campaign activity and just create the email activities to send at a later date? RRS feed

  • Question

  • Hi there,

    Is there anyway to run an email mail-merge from a campaign activity and create email activities that can be sent at a later date?

    I need the ability to create a number of emails for members of a marketing list without sending the emails straight away as they will need slight tweaks before sending out.  I can't use email templates as they are not available from Campaign Activities and the mail merge seems the correct way, but I don't want the emails getting sent straight away.

    Kind regards,


    Thursday, April 14, 2011 3:00 PM


  • After some investigation it would seem that this is not possible and it will not be possible in CRM 2011 either.
    • Marked as answer by bjam76 Tuesday, May 3, 2011 9:21 AM
    Tuesday, May 3, 2011 9:21 AM