• Subject: Re: HELP! Marketing Campaign Snags (you have this problem too)
  • Author: joesmith
  • Date: 06 Feb 2008
  • References: 1 2 3
Addendum: In #6 below, you can use the Email_3 field for the email dummy
account name so as to not interfere with the real email address.

"joesmith" wrote:

> I FIGURED IT OUT! YAHOO!
>
> Here's my solution for using the Mailing Address and recording in each
> business contact’s history the print letters sent as part of a marketing
> campaign.
> 1) Select the business contacts or accounts you want to send a direct mail
> print letter to. You can use categories, views and sort to make this easy.
>
> 2) From the OUTLOOK toolbar, click Tools, Mail Merge.
>
> 3) Select the radio button for "only selected contacts" and "all contact
> fields." Pick a document if you have one, or create a new one. Go ahead
> and save the contact data file. Click Okay.
>
> 4) Insert your merge fields. You will see that you have many more merge
> fields that the usual business contact manager fields. I believe this is
> because you initiated the mail merge from Outlook. You can select the
> 'mailing address.' This is the address with the "This is the mailing address"
> box checked in the contact. (That solves problem #1)
>
> 5) Finish and Merge to Printer. Print the merged documents so you can mail
> them.
>
> 6) Finish and Merge again but to email this time. Here's the fancy part.
> If you put a dummy email address in all the contacts, you can send them an
> email. Why would you want to send them an email? Because BCM records all
> emails in the business contact's history if you click the Email Auto-Link
> button in their record. Now you have a copy of the letter you sent to each
> contact in their History. (That solves problem #2)
>
> 7) Still on the mail merge screen, click Create Campaign. It's right next
> to Finish and Merge. A Marketing Campaign screen will open with your
> information. You don't want to launch the campaign. You already sent it.
> But you do want to Save and Close it so you will have a record.
>
> I hope this helps others as much as me.
>
06 Feb 2008HELP! Marketing Campaign Snags (you have this problem too).joesmith
06 Feb 2008\ Re: HELP! Marketing Campaign Snags (you have this problem too).Lon Orenstein
06 Feb 2008   \ Re: HELP! Marketing Campaign Snags (you have this problem too).joesmith
06 Feb 2008      \ Re: HELP! Marketing Campaign Snags (you have this problem too).joesmith
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