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Calendar Question ACT 2009(11.1.183.0 Hotfix 1) - How to trigger automatic email per calendar event

New Member
Posts: 2
Country: United States

Calendar Question ACT 2009(11.1.183.0 Hotfix 1) - How to trigger automatic email per calendar event

I am new to ACT, and have a how-to/functionality question?

 

 

I currently have ACT 2009 (11.1.183.0 Hotfix 1) installed and running.

I would like to know if I can automatically send a template based email
to a contact in my database on a specific date entered in my calendar?

For example, On October 15th 2009 my contacts, Jim, Joan, and Jeff all
receive my follow-up thank you template letter.

Is this possible; and if so where can I locate instructions on how to
accomplish this task?
Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: Calendar Question ACT 2009(11.1.183.0 Hotfix 1) - How to trigger automatic email per calendar event

Hello jeanniejk,

Unfortunately, that functionality is not native to ACT! 2009. However, there is a 3rd party add-on software called Swiftpage that is excellent for automated e-marketing campaigns and can do what you are asking...and more. If you decide to upgrade to ACT! 2010, the Swiftpage functionality has been incorporated into the software as ACT! Emarketing.

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.