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It's been a few years in the making, but the release of Act! online mail merge is almost here, and we've got two pieces of exciting news for you.


Try the mail merge early
Firstly, the new mail merge is currently in beta scheduled for its official release in January 2026. However, we've had Act! prepare an early digital opt-in to give you access to it right away. All you need to do is provide your email and account number and click submit, and your account will be added to the early adopters list. There are a few things to be aware of before doing so, and some of the issue are covered in this blog, but here's the short list of points

  1. If you make the switch, you will forfeit the option to use MS Word for regular mail merges - even if merged to a file and not email.
  2. You will also have to use the new template editor to create new templates or edit existing ones. There is a one-time quick conversion process that converts all your old templates to the new format. It literally takes seconds
  3. If APC customers make the switch, the desktop users will have to upgrade to v27 to use the same templates.
  4. Currently merging to email and including file attachments is not supported. 

If you're still keen to join the early adopters list for the new Cloud mail merge feature, click HERE to submit your digital request.


Mail Merge Webinar
Secondly, we're hosting a webinar to demonstrate this new feature to our customers. Join us for an exclusive walkthrough of the powerful new mail merge capabilities in Act! Premium Cloud. In this session, we’ll showcase the latest features, demonstrate how to convert your existing templates into the new format, and guide you through best practices for using them effectively.

We’ll also cover the enhanced History recording options for merge-to-email, ensuring your communications are tracked seamlessly.

As a bonus, we’ll share practical tips on removing bounces from your email campaigns, helping you maintain cleaner lists and improve deliverability.

Don’t miss this opportunity to learn how to get the most out of Act! Premium Cloud’s new mail merge functionality.

Who we are?

Specializing in CRM software for small to medium sized businesses, through expert counsel, deployment, hosting, support, and development services.

Delivering fruitful CRM solutions since 1994, Keystroke is the #1 Act! Reseller in the World and Master Act! Distributor for Canada.

Check testimonials HERE

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Address : 500 Gordon Baker Rd. Toronto, ON, M2H 3B4
Toll Free : +1 (800) 857-0558
Office : (416) 499-3090

 

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