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Act Premium 2011

New Member
Posts: 2
Country: Australia

Act Premium 2011

Is there a way to add the activity date of a meeting to an HTML email template? Don't want to use invite function when scheduling as it doesn't give me template options

. e.g as an appointment confirmation.

 

Administrator
Posts: 4,024
Country: United_Kingdom

Re: Act Premium 2011

Hi Rick,

What kind of email template are you referring to? Act! emarketing, Swiftpage emarketing, Mail Merge?
New Member
Posts: 2
Country: Australia

Re: Act Premium 2011

Hi Gary, HTML mail merge template.

What I want to do is when I create an appointment activity I want to be able to mail merge and sent out a confirmation email with appointment date and time.

I am using SAM and so it easy to set up a trigger to generate the email after it has been scheduled, I just haven't worked out how to include apt time/date

 

Cheers

Administrator
Posts: 4,024
Country: United_Kingdom

Re: Act Premium 2011

Unfortunately this isn't possible as the date/time of an activity is not part of the contact record. Only contact record fields can be merged.