1. Prepare the Report
Create/run an Apsona report on the source object (Contact, Opportunity, etc.).
Include Record ID, Recipient Email field, and required merge fields.
Add a filter like Email is not blank.
2. Create the Merge Action
From the report, click Merge/Mail → Create new merge action.
Select Email and document merge (email + PDF/DOCX) or Email merge (email only).
3. Select Templates
Choose the email template (Salesforce or Apsona).
If attaching a document, select the Word template and output format.
4. Map Recipient Email
Set the Email address field to the recipient’s email field.
(Optional) Configure CC/BCC, subject, and sender.
5. Test and Schedule
Go to Apsona → Settings → Merge actions → Schedule, set frequency/time, and activate.
Run once on test mode to verify the results.
Result
Emails are sent to each recipient.
The job owner receives a confirmation email with a Results CSV.
Each recipient email counts toward Scheduler usage.