07-10-2008 08:06 AM
07-10-2008 11:41 AM
Go and set up a group. I call mine "Email" and have a couple criteria for dynamic membership.
create a new group, call it newsletter or whatever
click on add/remove contacts, a new window pops open
on the right click on edit criteria, another new window opens
accross the top, fill in your criteria. it might be as follows:
Type Field Name Operator Value
Contact email contains data
Contact newsletter equal to True
these are the criteria i use for my newsletter group. first it adds all contacts with an email listed and then only those who i have the newsletter field checked. Now when i do a bulk email, i merge to that group.
07-10-2008 01:20 PM
I have done that, I created a group called DNMC. After that I put those contacts in it and etc. What I don't know how to do is keep this out of my regular list that I mail. When I export everyone to Excel I don't want those contacts to go. How do I keep those contacts out? I have so many folders set up it's crazy!!! We are a roofing company that covers 4 states! My groups are set up by Region 1,2 or 3--> County --> City. So when I select all contacts how do I keep the DNMC contacts out?
07-10-2008 01:29 PM
I am using Mail Merge from crmaddons.com and yes, it allows me to personalize subject lines and all sorts of stuff.
07-10-2008 01:33 PM
OK so say your fieldname is DNMC and if it is checked (true) you DONT want to send folks emails or whatever. But if it is NOT checked (false) you want to send stuff.
so the criteria would be:
Type Fieldname Operator Value
Contact DNMC Equal to False
This way, only people whom it is OK to send info to will be in the group.
07-11-2008 10:32 AM