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Email template to multiple email addresses within one contact

New Member
Posts: 3
Country: United States

Email template to multiple email addresses within one contact

We run a financial planning practice and it works better for record keeping purposes to have a couple (John and Mary Smith) as one contact instead of two individual contacts (1. John Smith + 2. Mary Smith). We want to send an email template, but the email wizard only picks up the main email address. Is there a way that the email wizard will email the template to the main contact's address(es) (john@home and john@work) and the spouse's address (mary@home)?

 

Thanks,

 

Mathieu

Moderator
Posts: 4,395
Country: USA

Re: Email template to multiple email addresses within one contact

Unfortunately no.  It will only pick from the default email address field.
New Member
Posts: 3
Country: United States

Re: Email template to multiple email addresses within one contact

Thanks, I had a feeling. If I put both email addresses in the default email field and seperate them with a ","    "space",  or   ";"   would that work?

Thanks,

Mathieu

Nickel Elite Contributor
Posts: 508
Country: USA

Re: Email template to multiple email addresses within one contact

Mathieu -

 

The separation will work, with a catch.  You have to click in the To: field, and then tab out, which somehow triggers Outlook to recognize more than one address.  If you just hit send it does not work.

 

So, if you are doing this in bulk with email wizards and templates, this may prohibit a smooth operation.

 

If this is a high need for you, there are plug-ins/add-ons that will do this...

Richard Brust
ACT! Certified Consultant
richard@rbrDataSolutions.com
New Member
Posts: 3
Country: United States

Re: Email template to multiple email addresses within one contact

Thanks Richard. I would be interested in an add-on. Any idea where I can find one? Thanks.
Nickel Elite Contributor
Posts: 508
Country: USA

Re: Email template to multiple email addresses within one contact

I am not familiar with this product, but another consultant sent me this link:

 

https://shop.strato.de/epages/15469374.sf/en_US/?ObjectPath=/Shops/15469374/Products/1129

 

The product is called E-Mail Connect Pro.  Good Luck...

Richard Brust
ACT! Certified Consultant
richard@rbrDataSolutions.com