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Recording History Automatically

New Member
Posts: 3
Country: USA

Recording History Automatically

I'd like to be able to record, automatically, the sending of a mass mailing for each record in my database. Can this be done? Can it be done manually for all the selected records getting the mailing?

Thanks.
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Recording History Automatically

ACT! should automatically do this, but If looking at more than 50-100 at a time, I recommend you get either MergeMaster or SwiftPage to do this properly... they also will record history
New Member
Posts: 3
Country: USA

Re: Recording History Automatically

Thanks for you reply. ACT! doesn't seem to want to do this but I wound up simply creating a group of people who were sent the direct mail piece. Someone needs to write not a manual like ACT! for Dummies but rather a guide to ACT! workflow. Eric www.usablellc.net
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Recording History Automatically

It depends on the setting when you sent the email.
 
You can also lookup the contacts (easy as you have them in a Group)
View Contact List
Select them all - Click on the top one and Shift-Click on the bottom one
Ctrl-H - record history
Change Type to Other
Change Result to Email Sent
Fill in other fields to suit
New Member
Posts: 3
Country: USA

Re: Recording History Automatically

Brilliant. I was just about to post a question about how to do this. Much appreciated. Eric