Email Templates v. Mail Merge Templates: What's the Difference?
A question came up recently about email versus mail merge templates - when do you use one over the other? What are the advantages and disadvantages of each? In response, I put together a quick grid comparison of different features:
Feature | Email Template | Mail Merge Template |
Insert merge fields |
X | X |
Insert custom attribute lookup fields | X | |
Are available to send in bulk |
X | X |
Preview before sending in bulk |
X | |
Edit before sending in bulk |
X | |
Place content in the body of an email |
X | X |
Respect do not contact rules |
X | X |
Create personal or organization-wide template |
X | X |
Can be used in workflow |
X | |
Can be created globally for use across multiple entities |
X | |
Can be created for custom entities |
X | |
Requires the Outlook client to create template |
X |
Enjoy.