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A way to email 1k clients w/prescheduled tax appt date & time field

New Member
Posts: 3
Country: USA

A way to email 1k clients w/prescheduled tax appt date & time field

Sage email marketing - We preset our client's tax appts. Is there a way to send each client an individualized ltr/email with their name, appt date and time? I would assume we'd have to set up a field to pull from, but would it work? What is the best way to do this?

 

I called 3 different Sage tele #s, no one could answer this question.

 

Annamarie

Silver Super Contributor
Posts: 2,328
Country: USA

Re: A way to email 1k clients w/prescheduled tax appt date & time field

Annamarie,

 

Yes.  All you'd have to do is fill in a field on their contact record and add that field to the fields in the letter in the appropriate place.  Your best bet for this sort of quesion would be to get with a local ACT! Certified Consultant.  You can find one at www.act.com/acc.

 

Stan


If you would like to get more out of ACT! you can find an ACT! Certified Consultant near you by going to:www.act.com/acc.
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Stan Smith
ACT! Certified Consultant
ADS Programming Services, Inc.
(205) 222-1661
www.adsprogramming.com
www.actwebhosting.com
Click Here to Purchase Act!
New Member
Posts: 3
Country: USA

Re: A way to email 1k clients w/prescheduled tax appt date & time field

Thank-you for your quick response and added link!