Email Templates v. Mail Merge Templates: What's the Difference?

Posted: Saturday, January 10, 2009 12:37 AM by Laura Robinson

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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.