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Share any advice with me re email-merge?

Copper Super Contributor
Posts: 82
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Share any advice with me re email-merge?

I’ve just upgraded from Act6 to Act 2010 and haven’t reviewed my procedures for years. It occurred to me that I may be able to get some good pointers from this board regarding an activity I do regularly that is very time consuming.

One part of my job is organising events.  Before each event I have to email each participant. At present I do the following:-

Create a personalised document in Word containing information specific and confidential to the participant.

Convert this doc to a pdf.

Use ACT! to email the pdf and another general info pdf to the client. The email contains personalised fields

 

If I didn’t prepare and send the personalised pdf to the client I could just automate this process with a simple email merge.

 

If an email would allow a page break I could include the info contained in the word doc in the email.

 

Am I missing something blindingly obvious or is there no quicker way of doing this in ACT?