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Within Groups, How do lookup only those with email addresses?

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Copper Contributor
Posts: 18
Country: USA
Accepted Solution

Within Groups, How do lookup only those with email addresses?

So, I have a Group, let's call it "Leads". And I want to identify and create a lookup only for those who have an email address because I want to email them and send the rest a hard copy letter. How do I do that?  I see that I can create a lookup by example of all contacts, then select "email" contains data, but I can't seem to figure out how to do that within a group.

 

If I can't do it that way, any suggestions?

 

I have ACT V10

Running ACT v10 with Financial Professionals Overlay V12

Accepted Solutions
Solution
Accepted by topic author larrygee
‎09-25-2015 03:20 AM
Bronze Super Contributor
Posts: 1,544
Country: United_Kingdom

Re: Within Groups, How do lookup only those with email addresses?

Assuming you're using the ACT! email merge function, what I would suggest is:
1. In the Leads Group view, select Contacts within Group.
2. Use the Write|Mail Merge... menu item.
3. Using an email template and 'Current Lookup' (4 of 7).
4. In the Missing Email Addresses (6 of 7) select the 3rd option button - 'Omit the Contacts ... create Lookup of omitted contacts'.

This should then do what it says so that after the emails have been sent it will display a Lookup of those without email addresses.

HTH.

David Shaw
Act! Certified Consultant since 2001
Office:    +44 (0)1483 714507
Mobile: +44 (0)7977 567 318
E-Mail:    dshaw@act4u.org 

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Solution
Accepted by topic author larrygee
‎09-25-2015 03:20 AM
Bronze Super Contributor
Posts: 1,544
Country: United_Kingdom

Re: Within Groups, How do lookup only those with email addresses?

Assuming you're using the ACT! email merge function, what I would suggest is:
1. In the Leads Group view, select Contacts within Group.
2. Use the Write|Mail Merge... menu item.
3. Using an email template and 'Current Lookup' (4 of 7).
4. In the Missing Email Addresses (6 of 7) select the 3rd option button - 'Omit the Contacts ... create Lookup of omitted contacts'.

This should then do what it says so that after the emails have been sent it will display a Lookup of those without email addresses.

HTH.

David Shaw
Act! Certified Consultant since 2001
Office:    +44 (0)1483 714507
Mobile: +44 (0)7977 567 318
E-Mail:    dshaw@act4u.org 
Copper Contributor
Posts: 18
Country: USA

Re: Within Groups, How do lookup only those with email addresses?

David,

 

Thanks for the speedy reply. I will try that this week and see if that does what we need it to do.

 

Regards,

 

Larry

Running ACT v10 with Financial Professionals Overlay V12
Copper Contributor
Posts: 18
Country: USA

Re: Within Groups, How do lookup only those with email addresses?

That worked perfectly! Thank You.

Running ACT v10 with Financial Professionals Overlay V12