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Over the past several years, the mail merge functionality in Act! Premium Cloud has been limited to accounts using Basic Authentication. As a result, users with email providers requiring Open Authentication were unable to utilize mail merge, restricting even simple one-recipient templates. While Act! Marketing Automation offered a solution for larger campaigns, it was not well-suited for individual or ad hoc communications.

We are pleased to announce that in the first week of December, Act! will introduce a new mail merge technology as part of APC25_22. This new tech will support all email account types and deliver expanded functionality directly within the web environment. A similar mail merge feature has been in beta for several months, but this new one has an improved modern UI and additional features.

For customers already familiar with the mail merge feature for custom tables, the template editor will remain consistent, leveraging the same software interface. Although the file formats differ from previous versions, the new program includes a fast, one-step converter for legacy MS Word templates, enabling seamless migration in seconds.

Additionally, the recently released Act! Premium v27 incorporates this mail merge technology, allowing both Web and Desktop users to access and share the same templates. This advancement eliminates a long-standing gap between platforms and introduces a streamlined wizard for both one-to-one and one-to-many email communications.

Supported Mail Merge Options

Key Features

  • Current Contact
  • Current Contact Lookup
  • All Contacts
  • Selected Group
  • Selected Company
  • Users may also record merged emails to History, with configurable options for how subjects and bodies are stored.
  • Compatibility with Office 365, Gmail, and Basic SMTP
  • Comprehensive template editor
  • MS Word template conversion utility
  • Preview option for Current Contact email merges
  • The utility offers centralized online template storage that synchronizes with Act! Premium v27 Desktop

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Looking Ahead

Additional enhancements are planned for future releases. We are excited to deliver this update ahead of the holiday season, enabling our customers to more easily connect with colleagues, clients, and personal contacts.

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