Redtail Essentials: Mail Merge [30:05]


Whether it’s an important document or a friendly Happy 4th of July card, Redtail allows the ability to send out mailings. This is a 3 step process to create the mail merge, cast a net over the desired group, and run the mail merge but we’ll also show you how you can create labels and keywords to help!

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Click the link below for more information on each of the features covered in the video:

02:18 - How to Run a Mail Merge

04:13 - How to Create and Upload a Mail Merge Template

05:58 - Mail Merge Fields

28:22 - Templates: Labels


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