假设我们有一个成员类型为contact的marketing list。现在我们要给这个marketing list里的每一个成员发一封信。信的内容要根据收信人的不同而不同。这时就可以用上CRM的mail merge功能了。
打开marketing list的form,在Add tab中,点击Mail Merge on List Members。
然后将生成的word文档保存在本地电脑中,打开,Enable Content,Add-Ins, CRM,选择contact, ok, Preview your letters, complete the merge。
以下是模板,
«User_First_Name» «User_Last_Name»
«User_Business_Unit»
September 3, 2012
«AddressBlock»
«GreetingLine»
We have not heard from you for a while. I wanted to check in and make sure that you are still having a great experience using our product(s). I will contact you next week to get your feedback on the product(s) you are currently using and to give you details about our upcoming products.
Sincerely,
«User_First_Name» «User_Last_Name»
«User_Title»
下面是生成的一封信:
Aaron Zane
VDL
September 3, 2012
Chris Perry
Dear Chris Perry,
We have not heard from you for a while. I wanted to check in and make sure that you are still having a great experience using our product(s). I will contact you next week to get your feedback on the product(s) you are currently using and to give you details about our upcoming products.
Sincerely,
Aaron Zane
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