Community
Showing results for 
Search instead for 
Do you mean 
Reply

Act! 2012 & invoke a email template when a field changes

New Member
Posts: 3
Country: Australia

Act! 2012 & invoke a email template when a field changes

A client sends a job in and I enter the date received in a contact field for that purpose.

 

I manually respond to client by Write/Email-Message from Template/ choose the template to populate. with a "thankyou for sending your work in." email

 

How can I automate that so that when I enter the date the job is receved, a macro style process is generated to save on mouse clicks?

Administrator
Posts: 262
Country: USA

Re: Act! 2012 & invoke a email template when a field changes

Hi Willyw,

 

Please review the knowledgebase article below for instructions on creating a Smart Task to send email when a criteria is completed.

 

http://kb.swiftpage.com/app/answers/detail/a_id/26944/kw/smart%20task

 

Thank you,
Brittany Roberts

Brittany Roberts
Act! Digital Specialist
New Member
Posts: 3
Country: Australia

Re: Act! 2012 & invoke a email template when a field changes

thanks for the reply Brittany,

 

I've not used smart tasks before:

 

But I think the smart task feature allows for a generic style email and does not allow for using an email template (.adt) which has merge fields.

 

I do want to use an email template with merge fields.

 

 

 

Copper Super Contributor
Posts: 116
Country: USA

Re: Act! 2012 & invoke a email template when a field changes

[ Edited ]

willyw,

 

Thank you for submitting your post. The issue you are having may be resolved by checking out our Knowledgebase at http://kb.act.com .

 

Below are the Knowledgebase Articles that will help you with the Mail Merge feature within Act!

 

  1. 13883 How to Perform a Mail Merge in ACT! - http://kb.swiftpage.com/app/answers/detail/a_id/13883/
  2.  

  3. 13902 How to Edit a Document Template in ACT! - http://kb.swiftpage.com/app/answers/detail/a_id/13902/
Hope this helps,

Scott Baker
Visit the knowledgebase at http://kb.act.com
New Member
Posts: 3
Country: Australia

Re: Act! 2012 & invoke a email template when a field changes

Thanks for posting Scott.

 

I've got a great working template. I don't want to do a mailmerge.

 

To get an idea of what I want to do go to a single contact view.....

 

 If I could writre a macro......which I can't...it would go like this..

 

Left Alt down            (hold down Left Alt key

I                                (i.e. write of the top ribbon bar)

D                               (i.e. other documetn from template on the drop down mwnu)

Left Alt up                  (release Left Alt key)

M                               (first letter of a template in teh templates folder called "Memo)

enter                          (fires up .adt template populated with fields from this contact)

 

Any ideas on how to achive that please?

 

Platinum Elite Contributor
Posts: 6,651
Country: USA

Re: Act! 2012 & invoke a email template when a field changes

Check out http://www.wavget.com/typeitin/

It can also perform keystroke macros.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129