I have been sending out mail merge email blasts to some of our contacts as part of our marketing efforts. In order to try and get better response rates I am working on "Send on another's behalf". I have been successful in doing this for plain, "Global Templates" (find the proper contacts --> "Send Direct Mail" --> Select Global Template).
But what if I create a more formal, visual mail merge in Word and upload it to our CRM and want to send it as another user.
I have been accessing our Marketing Lists through CRM --> Add a mail merge to them and sending from there. But, of course, this is being sent out from me.
I also need a way to CC other employees. Is the only way to do this through the email router?? I am using CRM online (and do not have email router installed).
Please help!
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