Help with newsletter customization in BCM Outlook 2007

[Mark]

Hi all

After creating a doc in Word, then pasting as HTML into Outlook and
selecting recipients,is it possible to have a field in the body of the
email auto-populated with the FIRST NAME of every business contact
selected as a recipient i.e. "Dear <business contact first name
here>"

This level of personalization is needed for a company newsletter.
Please advise

Thank you

 

[Guest]

Hi Mark,

What you are asking sounds like mail merge, and you can use bcm contact
fields as mail merge fields. However, your steps are a bit off. Instead of
creating the word document and copying the html back into outlook. You could
have word send the document directly with it's mail merge feature.

The steps are as follows:

1) create your word documt
2) Click on the "Mailings" ribbon tab
3) Click the "Start Mail Merge" ribbon button
4) In the drop down list select "E-mail Messages"
5) Click the "select Recipients" ribbon button
6) Select the "Select From Outlook Contacts ..." menu item
7) In the "Select Contact" dialog that apears choose "Business Contact"

Now you have your contacts added as recipients, you can add mail merge
fields that will be replace for each email sent out. You add those via the
"Insert Merge Filed". For First name, it would be "First". Once you added
your fields, you just hit the "Finish & Merge" ribbon button to send out your
email.

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