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
05:58 - Mail Merge Fields
28:22 - Templates: Labels