Tip of the Month #1 - Mail Merge
Each month we will be sharing some of our most useful tips with you. This month's tip is focusing on some of the features in the Mail Merge section of Abacus.
Adding Attachments to a Mail Merge
Did you know that you can add attachments to a mail merge?
Click on the 'Add Attachment' button to select a document that will be attached to the email you send. This could be a newsletter, permission form, photo, or anything else!
Filtering Recipients of a Mail Merge
Did you know that you can filter the recipients of a mail merge?
This means you are able to send emails to the parents/carers of specific children only! For example, if you want to send an email to just the parents/carers of children who have not been given permission for suncream and there is an upcoming heatwave in the forecast (we wish!), you can click on the 'Recipients' button to filter by these parents/carers and send an email to ask if they would like to add this permission.
Send an Email to One Family
Did you know that you can send an email to the parents/carers of just one child?
Click on the mail merge button 
in the top right-hand corner of the Child Summary page to send an email to all of the child's parents/carers at the same time.
Personalising Mail Merges with Custom Fields
Did you know that you can customise your emails so that they are personalised for each recipient?
Click on the 'Custom Fields' dropdown list to select different options whilst creating your mail merge.
For example, selecting the custom field 'Carer 1 First Name' will show the primary carer's first name in the mail merge, meaning instead of addressing your emails to 'Dear Parents/Carers' you can add that personal touch by including each parent's/carer's name!
Let us know if you found this tip helpful by clicking on the thumbs-up or thumbs-down buttons below: