Marketing List Campaign Activity Mail Merge Accessing custom entity fields

Hello, we have CRM2013 onpremise.
I have a custom entity "application" linked to contact, with fields such as "subject". I would like to access the fields in the custom entity in an email merge campaign activity based on a marketing list. When I attempt to select the
data fields for insertion, my custom entity is not accessible via "record type". I had hoped it would be due to its relationship with the contact entity?
Perhaps I am doing something wrong, as I am just getting used to Marketing, but before I spend any more time, I am just looking for a definitive answer on whether or not custom entities can be accessed via this method?
Thanks.
Seamus

Try select the "application" as the Associated Entity for the email merge template, from there you can access Contact data field if there is one-to-many relationship from Contact to "Application".
View
Kevin Dan's profile Please click "Mark As Answer" on the post if this post answers the question or "Vote as Helpful" when it helps.

Similar Messages

Mail merge and custom charts?

I want to give report cards of sorts to students. I want the info on the report cards to be populated by info from a Numbers document. I can mail merge stuff like names alright, but what I really want is a chart that shows the overall class average and the student's individual performance on the same chart.
This would be similar to the Numbers Grade Book template chart, with the huge exception being that I can mail merge and create documents for a bunch of students rather than having to fill out each student's name individually to change the charts like you have to do in Numbers.
I tried to add mail merge info into a chart, but it didn't work. Any other solutions or ideas?

I'll try and break things down more clearly.
I have student data in Numbers, including Names, Student #s, Homework Scores, and Test Scores. I have all of this info in one Numbers table.
I can setup a mail merge with that Numbers document and can population Name, Student #s, and Homework Scores fine.
For Test Scores, I would like to have a graph that shows the class averages for Test Scores and Total Scores (Test Scores + Homework Scores).
The graph would ideally be like the one in the Numbers Grade Book template, with a filled in section representing the class scores, and dots representing each student's individual scores.
I want a way for this info to get filled in automatically. I could copy and paste a Numbers chart into the pages document in order to get the class averages, but that doesn't help me get each student's individual scores in. If I could do a mail merge with info from Numbers going into a chart created in Pages, that would be great, but that doesn't seem to work. I'm not given the option to insert new fields.
I'm open to any kind of solution. Initially I thought that I might have to use applescript to create a new sheet for each student directly in Numbers, but no one in the Numbers forum gave me any insight about how to do that (and I'm dead useless at writing applescript). Someone did suggest doing a mail merge, though, so I ended up here.
Does that clear everything up?

Looping in Word mail merges/ checking for missing fields

I am trying to convert a project that uses WordPerfect merges to use Word mail merges. One issue that I am encountering is that I cannot find a way to use any looping structures in Word mail merges. Specifically, my data file is a csv text file.
I control the contents of the file but its current structure is that it will consist of a single record (not counting the header row). The number of fields will vary but it will contain a field named Person1. There may or may not be a field named
Person2, Person3 etc. There are several of these types of fields in the record so it is not an option to make a separate record for each person ie for the record I will have Plaintiff1, Plaintiff2... and Defendant1, Defendant2....
I am having trouble with two things:
1. how can I test for a blank or missing field ie I want to have a statement like {if {MERGEFIELD Defendant2}="" "Defendant is" "Defendants are"}. That statement works but it throws error messages to the user that the
field Defendant2 is missing and prompts them to substitute another field. That sort of statement occurs multiple times during a merge so asking the users to ignore the errors is not an option.
2. is there some sort of looping mechanism in Word mail merges. I need to be able to do two things with a loop:
a. I need to be able to list each of the Persons, Defendants, Plaintiffs ie. While {MERGEFIELD Defendant{#}<> "" " {MergeFIELD Defendant{#}" (increment variable # by 1).
b. I some circumstances I need to create full documents based on a loop i.e. While {MERGEFIELD Defendant{#}<> "" <<merge a defendant summons here>>(increment variable # by 1)

For clarification: In a Word mailmerge, if any of the field headers are missing from the data source, you will get an error. Thus, you can't have a mailmerge main document that references «Plaintiff2» or «Defendant2» and not have the corresponding headers
in the data source. The fields may be empty, but the headers must exist.
Re 1:
You can indeed use an IF test along the lines of:
{IF«Defendant2»= "" "Defendant is" "Defendants are"}
or:
{IF{MERGEFIELD Defendant2}= "" "Defendant is" "Defendants are"}
Re 2a:
Creating a list is as simple as inserting the mergefields one after the other:
«Defendant1»
«Defendant2»
«Defendant3»
This will, of course, result in empty lines when fields have no data. To cater for this, Word provides the mergefield \b and \f switches.Given you can have one or more defendants, you could suppress the extra lines via, say, an \b switch:
1. select the
«Defendant2» field and press Shift-F9 so that you get {MERGEFIELD Defendant2};
2. edit the field code so that you get {MERGEFIELD Defendant2 \b "¶
3. delete the paragraph break or line break after the field, so you get:
«Defendant1»
{MERGEFIELD Defendant2 \b "¶
"}«Defendant3»
where ¶ is a real paragraph/line break
4. Do the same for the «Defendant3» field and so on, till all are done.
The following construction can be used to manage data where one or more related fields («Defendant2», «Defendant3», «Defendant4», «Defendant5», & «Defendant6») may or may not be populated, so you can get commas before all except the last in a multi-defendant
sequence, which is preceded by 'and'.
«Defendant1»{IF«Defendant3»= "" " and «Defendant2»" ", «Defendant2»{IF«Defendant4»= "" " and «Defendant3»" ", «Defendant3»{IF«Defendant5»= "" " and «Defendant4»" ", «Defendant4»{IF«Defendant6»= "" " and «Defendant5»" ", «Defendant5» and «Defendant6»"}"}"}"}
Note: It is assumed that none of the fields after the first empty one will be populated.
Re 2b:
It's not clear what you're after here. However, in addition to using an IF field as per 1, above, they can also be used to conditionally output multiple pages, including text, tables and images, together with additional mergefeilds on those pages. For example:
{IF«Defendant2»= "" "«Defendant2» is a nasty fellow ... plus the rest of defendant 2's content & mergefields"}
Note: The field brace pairs (i.e. '{ }') for the above examples are created in the document itself, via Ctrl-F9 (Cmd-F9 on a Mac); you can't simply type them or copy & paste them from this message. Nor is it practicable to add them via
any of the standard Word dialogues. Likewise, you can't type or copy & paste the chevrons (i.e. '« »') - they're part of the actual mergefields, which you can insert from the mailmerge toolbar. The spaces represented in the field construction are all required.
Instead of the ¶, you should use real line/paragraph breaks.
For more Word mailmerge tips, see:
http://www.msofficeforums.com/mail-merge/21803-mailmerge-tips-tricks.html . That page also includes a macro for turning the above field representations into working field codes.
Cheers
Paul Edstein
[MS MVP - Word]

Accessing Custom CRM Fields using {module_data}?

I know I can access CRM data on the site using {module_data version="v3" resource="customers"}.
Is it possible to access the Custom CRM fields using the {module_data} tag? If so, how do I do that?

Hi Lynda,
Vote, comment and add your 2cents to the idea thread of this same idea. And use your powers of persuasion to get BC to hurry up on this feature!
https://forums.adobe.com/community/business_catalyst/developer_forum/content?filterID=cont entstatus[published]objecttypeobjecttype[idea]
Please vote, your voice counts.

Editing Autofill List for Custom Metadata Fields

I have 13,000+ photographs cataloged in Aperture 2.1 In an effort to better manage these photographs, I have added custom metadata for my own use. The fields let me know whether I have printed for my portfolio, watermarked, added to my web site, status of release, etc. All of this data is manually entered and at times my fingers don't always hit the correct keys on the keyboard so I end up with autofill data that is incorrect. I have been unable to find a way to edit the autofill data for custom metadata fields. Selecting 'Edit Autofill List' does not give me access to my custom field autofill information. Am I missing something? Is this an oversight on my part or on the part of the application?

Unfortunately I'm not using presets to do this. I don't think presets will help me with this, but it could be just that I don't understand presets that well. I use presets for entering Metadata from a shoot as I 'import' the raw files into Aperture. Maybe I'm trying to do something that Aperture was never intended to do, yet I need to have as few locations where I track
As an example, as I print a photograph for my portfolio I mark one of the custom fields labelled 'Printed' as 'Yes'. Later I can locate those 4 or 5 star photographs that haven't been printed and decide if I want to print them. I use the same type of arrangement for my website with an 'Added to web' indicator as 'Yes'. I may also mark that 'Printed' field as 'N/A'. The reason follows. For watermarking photographs before adding them to my site via iWeb, I export and the photographs and then reimport the watermarked photographs into a separate project but since these photographs are at a lower resolution, have a different color profile and are jpegs, I never print them for my portfolio so I mark them 'N/A' in the 'Printed' field. Well my fingers do slip on the keys and before I realize it the nifty autofill now requires that I type not just the 'N' to get an 'N/A', but I must type it all, because one time I typed 'N and a space' or some such and that is what autofills. It even happens with 'Yes'. I suppose the real answer is to be more careful as I type, but that is not my reality.
So, all I'm looking for is a way to have access to the autofill list that is created for my custom metadata fields so that I can delete the erroneous autofill entry. I've thought about deleting the field entirely and recreating it, but that would remove all those indicators or flags that I have already entered for my photographs.
Alternatively I could find an IPTC field that I am not using and find a way to use it, (because those fields have autofill lists that can be edited). However my record keeping would be exported with the photograph. Some of the information that I collect is private and should not be included in the metadata while other information should be; that is why I've settled on custom metadata fields.
I hope there is a simple answer to this that I'm overlooking.
If someone else has another way of tracking this same information that is better than the custom metadata fields, I would like to hear about it. However, it would mean reworking all my photographs that Aperture currently manages.

Mail Merge from Numbers with long text fields

I'm having trouble doing a Mail Merge that's reading fields from a Numbers spreadsheet. Everything is working as expected except for my one field that contains several sentences of text for each record. Nothing from that field gets transferred into the merged document and there is no error message (the courtesy of an error message would be much appreciated if I'm hitting some limit of the feature!).
If I make fairly short text fields, it will merge successfully, but it would be tedious to go through my large text field and break each one into multiple shorter ones, and I haven't been able to figure out the limit on text length if there is one, so there would be a lot of trial and error. It doesn't seem to be by number of words, so perhaps it is by number of characters?
I have tried cutting and pasting into a new table in Numbers, pasting as values in case there was any weird formatting at issue.
I can't find anything to help me either fix this or at least know what the limitations are on Mail Merge. The only discussion I found here suggested either splitting the text fields or creating a new document, and those haven't worked for me.
Thanks for any leads people can give me on this!

mezzaluna wrote:
Luckily I'm only merging a few dozen records, so I can go through by hand and pick out the odd spaces. But I'm open to any ideas for saving me that work, too!
Numbers can do a character count, but unfortunately can't do that 'live' as you are entering characters into the entry box; only when the string has actually been entered into a cell.
You can, however, make an estimate of the number of characters by entering them into a text frame of fixed width using a mono-spaced font. In the examples below, the font is Andale Mono 10pt, and the text boxes are 4.50 inches wide.
The top example shows the result when exactly 254 characters from the first paragraph of your previous post are entered in the box. For this example, leaving off the two words that wrapped onto line six and including only the first five lines of text would leave a 'headroom' of nine (or ten, depending on whether the space after "but" was included) characters.
To use: Enter your text into the text box using Andale Mono 10 pt. Select and Cut the first five lines. Click on the table cell to receive this chunk. Go Edit > Paste and Match Style to use the font set in the table, or simply Paste to use Andale Mono in this cell.
Repeat until all text has been transferred.
More below.
You can also get the actual character count using the LEN() function. In the table on the left, each of the cells B3, B4 and B5 contain the formula
=LEN(A)-254
A3, A4 and A5 contain part or all of the text shown in the two text boxes. I've set the alignment of these cells to 'Align right' to show the end of each string.
The Conditional formatting rules below are applied to cells B4 and B5. They set the background colour of the cell to 'amber' when the cell in column A is within 10 characters of the maximum and to red when the maximum is exceeded. The numbers in the cells show how many more characters may be added (negative numbers) or how many excess characters (positive numbers) are in the cell to the left.
These check cells may be placed in a separate table, and the formula revised to include the table name of the data table.
Regards,
Barry

CC in Mail Merge

How to use the CC while using Mail Merge

The only email recipient field to which you can perform a Mail Merge is the To: field. Merging to other fields would require writing your own code or a third-party tool.
If you want to do some coding for yourself, please refer to this article:
http://word.mvps.org/FAQs/MailMerge/MergeWithAttachments.htm
You may also refer to the following thread which discusses about similar issue and see if it helps:
http://answers.microsoft.com/en-us/office/forum/office_2007-word/mail-merge-with-cc-options2/a92a3288-844e-4fc8-95e2-350e3981c9bc

Access 2013 crashes after mail merge in Word 2013

We have several Word templates that query an Access database to populate themselves. After the mail merge is complete, when we close Word then Access immediately crashes every time. This started after upgrading from Office 2003 to 2013. We tried updating
the Word Doc to 2013 but then it would not connect to the data source at all. Last, we also tried to Compact and Repair the database with no luck.
We searched for an Access Hot Fix but could not find anything that matches our issue. Any assistance would be greatly appreciated.

Use a table or query as the data source
Open the source database, and in the Navigation Pane, select the table or query that you want use as the mail merge data source.
On the External Data tab, in the Export group, click
More , and then click Merge it with Microsoft Office Word .
The Microsoft Word Mail Merge Wizard starts.
Select whether you want to create the link in an existing document or in a new document, and then click
OK.
If you chose to link to an existing document, in the Select Microsoft Word Document dialog box, locate and select the file, and then click
Open.
Word starts. Depending on your choice, Word opens either the document you specified or a new document.
In the Mail Merge pane, under Select document type, click
Letters and then click Next: Starting document to continue to step 2.
In step 2, click Next: Select recipients.
In step 3, you create the link between the data source in Access and the Word document. Because you started the wizard from Access, this link is created automatically. Under
Select recipients, note that Use an existing list is selected, and the name of your data source is displayed under
Use an existing list.
Click Edit recipient list if you want to customize the contents of the table or query.
You can filter, sort, and validate the data. Click OK to continue.
Click Next: Write your letter to continue. Follow the remaining instructions in the
Mail Merge pane, and in step 5, click Next: Complete the merge.
Other ways to use a table or query as the data source
You can specify a table or query as a data source in additional ways. For example, you can export the table or query from Access to an ODBC database, a Microsoft Office Excel 2013 file, a text file, or any other file format that is compatible with Word,
and then link to the resulting file by using the Word Mail Merge Wizard.
If you have not already exported the table or query , do so. In Access, in the Navigation Pane, select the table or query that you want to use, and on the
External Data tab, in the Export group, click the format you want to export to, and then follow the instructions.
In Word, if the Mail Merge pane is not displayed, on the
Mailings tab, in the Start Mail Merge group, click the arrow under
Start Mail Merge, and then click Step by Step Mail Merge Wizard. The
Mail Merge pane appears.
In step 3 of the Mail Merge pane, under Use an existing list, click
Browse or Edit recipient list.
In the Select Data Source dialog box, specify the data file that you created in Access, and then click
Open.
Follow the instructions in any dialog boxes that follow. In the Mail Merge Recipients dialog box, review and customize the contents of the file. You can filter, sort, and validate the contents before you continue.
Click OK, and then click Next: Write your letter in the
Mail Merge pane. For more instructions on customizing your mail merge, see Word Help.

Help needed with Custom Web ADI Integrator for Mail Merge

Hello,
I've created a custom web adi integrator to generate letters to advise of end of probationary periods.
The problem is that at the end of the process when the letter is opened in Word 2007, it only displays one record, and does not allow me to "preview results" and cycle through the records (this part is greyed out). It appears that the letter is not merged with the data spreadsheet although it does display one record from it.
Our EBS version is 12.1.3 and we are using Office 2007.
These are the steps I have followed so far (in brief):
- Create a view to provide data (names, addresses etc).
- Set up a new custom function (similar to seeded function HR Integrator Setup).
- Add the custom function and other functions to Desktop Integration responsibility.
- Add the relevant functions to end user's responsibility menu.
- Add new category "other" to HR_ADI_DOCUMENT_TYPE lookup.
- Create Download Excel Integrator by choosing Desktop Integration -> HR Integrator Setup. Enter "PER" for application and my view for the View Name. Upload.
- Create another Excel document by choosing Desktop Integration -> HR Maintain Form Function Associations, and choose the integrator created above. Enter my custom function name in the generated spreadsheet and upload.
- Define a layout for the new integrator.
- Run the integrator under the end user responsibility and save the resulting spreadsheet, which is full of data as expected.
- Create the letter in Word, using the saved spreadsheet as the data source for the merge. At this point the merge is successful.
- Go to Desktop Integration -> Document Management and upload the Word mail merge document. Associate it with the custom document type created earlier.
- Link this document to my integrator.
- Go in as end user responsibility and run the integrator.
At this point after enabling macros it loads 2 spreadsheets (one full of data) and the Word document, but the Word document only displays one record (approx the 10th in the list - there are about 100 in total). All of the relevant merge-related menu items on the "Mailings" tab are greyed out.
Can anyone offer any pointers please?
I did wonder whether it mattered if I changed the names of documents, e.g when I download and save the resulting spreadsheet full of data which I then use to merge to in the Word Doc, is it OK to call the spreadsheet anything or should it be left as the default name?
Many thanks,
Hazel

Hi Nandhakumar.P,
thanks for your response. Please find the answers below:
- Set up a new custom function (similar to seeded function HR Integrator Setup).
System Administrator -> Application -> Function. Query back the seeded User Function Name = "HR Integrator Setup", make a note of the details, then add a custom function entitled "NTC_HR_LETTERS" with the same details.
- Add the custom function and other functions to Desktop Integration responsibility.
System Administrator -> Application -> Menu. Query back User Menu Name = "Desktop Integration Menu" and add the following functions:
WITHOUT PROMPT
a. HR Integrator Setup
b. HR Maintain Integrator Form Functions
c. HR Disable Integrator
d. HR ADI Document Overwrite Page
e. HR ADI Document Upload Page
f. The custom function created in previous step ("NTC_HR_LETTERS")
WITH PROMPT
g. HR ADI Document Management Page
- Add the relevant functions to end user's responsibility menu.
System Administrator -> Application -> Menu. Query back menu attached to custom responsibility of end user that will perform the action once set up.
Add the following:
a. The custom function "NTC_HR_LETTERS" as created previously (without prompt)
b. Desktop Integration - Create Document (With Prompt. This function will be used to generate letters)
- Add new category "other" to HR_ADI_DOCUMENT_TYPE lookup.
SA_Application Developer -> Application -> Lookups -> Common. Query back Type = HR_ADI_DOCUMENT_TYPE and add a new entry entitled "Other". This document type is later assigned to the Word document I upload and link to the integrator.
I hopoe that answers your questions.
Regards,
Hazel

Email Marketing, Mail Merge, Segmentation wizard documentation

Hello folks,
Pls. anyone knows where I can get any documentation on all or any of the 3 subjects above ? I tried metalink unsucessfully...
Txs. for any hints.
Antonio

None of these need any configuration.
Email Marketing - Once you have your EMOD agreement signed with oracle, your sys admin will be able to set up individual Email marketing admins and from there you will be able to design your email campaigns
Mail Merge and Segmentation Wizard - this is a word/Excel document with Web services built in that will perform the functions. You can get it from the Metalink - you click on Knowledge and search for them.

When I mail merge a message that incudes a table with an excel spreadsheet, the table disappears and the data appears in list form

I've tried both creating the table using Thunderbird, as well as creating the table in Word first and the problem is the same. I've reinstalled and updated both the mail merge add on and Thunderbird.

If you do not need all the excel specific items you can just write it to a spreadsheet using the write to spreadsheet file vi's.
If you want to go the excel route you will have to use active x. you can see a lot of examples on the excel board under the breakpoint forum. please post a sample of how you want your data to look and I can maybe help explain what options you have. and also oyu do not necesarily need the report generation toolkit.
Joe.
"NOTHING IS EVER EASY"

Acrobat X Std: Mailmerge Word Add-in only emails the first recipient in the Mail merge list

I have a user who is trying to do a mail merge from MS Word 2010 by using the PDF Add-in, whether she selects just to create the PDF's or email them automatically the add-in will say the emails have been sent successfully but only the first address on the WORD mail merge list will have been created/emailed. Effectively only doing one at a time!

Hi,
As the event log indicated, this is due to acrobat pdfmaker office com addin doesn't work well with Microsoft Word.
I would suggest you go ahead and try to upgrade your Adobe product to the latest version and see if issue persists.
Or contact the support of Adobe and see if there is a known compatibility issue or not.
Regards,
Ethan Hua
TechNet Community Support
It's recommended to download and install
Configuration Analyzer Tool (OffCAT), which is developed by Microsoft Support teams. Once the tool is installed, you can run it at any time to scan for hundreds of known issues in Office
programs.
Please remember to mark the replies as answers if they help, and unmark the answers if they provide no help. If you have feedback for TechNet Support, contact
[email protected]

Campaign Code in Mail forms and Marketing Planner - Campaign

Hi Experts,
What is the purpose for campaign code field? How to generate this field value in Mail forms?
Why it appears in marketing planner - campaign.
Anybody please help.
Thanks in Advance,
Suvitha

Hi Dipesh
Thanks for your reply. I want to know how this campaign code is related to the product order number?
Where you will specify which product you are offering discount?
when u execute the campaign Campaign Code will be read from campaign. -- Can you explain me in detail this statement
Thanks in advance
Regards
Suvitha

Is it possible to combine a address list with a Pages document and a data base in Numbers, the equivalent of "Mail Merge" using Microsoft?

Is it possible to combine an address list with a Pages 5.1 document and a data base in Numbers 3.1, the equivelent of Microsoft "Mail Merge"?

It is possible in Pages 09 and Numbers 09 but not in the versions you name.

Contact not displayed in address book but appears in mail merge list

Using Outlook 2013 to do a mail merge. Items in address book updated - some deleted, edited, etc. - appear correctly in Outlook. Using the import/export function in Outlook or the mail merge wizard in Word 2013 produce the same list of names - no deletes
or edits that were made in Outlook. Some items in Outlook were missing. I've tried adding them which appears to work but they do not show up in Outlook. Could there be 2 files?

Yes. I've deleted ALL contacts and resync'ed. I've deleted the number from both Google Contacts and the iPhone. I've tried adding just from Google Contacts and I've tried just adding on the iPhone. I've tried the number with the 1, without the 1, etc.

Marketing List Campaign Activity Mail Merge Accessing custom entity fields

Similar Messages

Maybe you are looking for