Email Campaign Mgmt template

[Sanguitch]

I am trying to get the email campaign management template that came with my FM8 to work properly. Most everything worked like a charm except within the body of the email the values for the fields were not dynamically updated. All I get was , , etc inserted throughout the body. Has anyone tried this template and had better success? Suggestions? Thank you!

[RalphL]

I am trying to get the email campaign management template that came with my FM8 to work properly. Most everything worked like a charm except within the body of the email the values for the fields were not dynamically updated. All I get was , , etc inserted throughout the body. Has anyone tried this template and had better success? Suggestions? Thank you!

When you say body of the email are you referring to the template or an actual email? That is the way should appear on the template.

[Sanguitch]

The tags show up in the email where what should appear is the value from the field. Any idea why?

[RalphL]

Have you made any changes to the template? If so what were they?

[Sanguitch]

I tried to make very few changes to the template because I needed something to work "out of the box" without much extra scripting.

-I imported records from an Excel file

-I used the tag insert buttons provided in the template, but modified the field name within the to correspond to my fields.

All fields referenced the same table as the layout so I thought i was good...but not so good...

I just tested it again and the are showing up in the email body (not the values from the fields).

I am starting to think it's a bum template. I am usually pretty good at this stuff.

I do get separate emails addressed to the selected recipients though...hmmm....

Thnx.

[RalphL]

My guess is that the old names are used in one or more scripts that will have to be changed. I haven't dug into this database enough to be sure. I will look at it in more detail tomorrow.

Edited January 7, 2009 by Guest

[RalphL]

You need to modify the definition of the field "Temp Body Global" in the "Campaigns" table. This is an auto-entered field by calculation. The original calculation is:

Substitute ( Template Body;

[ ""; campaigns_Contacts::Name First ];

[""; campaigns_Contacts::Name Last];

[""; campaigns_Contacts::Full Name];

["

"; campaigns_Contacts::Title];

[""; campaigns_Contacts::Company];

[""; campaigns_Contacts::Address 1 Street];

[""; campaigns_Contacts::Address 1 City];

[""; campaigns_Contacts::Address 1 State];

[""; campaigns_Contacts::Address 1 Postal Code];

[""; campaigns_Contacts::Phone 1]

)

You need to change this to match your tags and field names.

[Sanguitch]

You provided specific help that enabled me to get in there and tweak it to suit my needs. Thank you for the time you took to help me. I was unfamiliar with the substitute command script. When you pointed it out it took me a while to figure what part of the expression to modify but after several trials and errors I was able to get it to work quite nicely. Now I need to figure out a way to get it to automatically add a cc to each email, and attach more than one document. But I am not asking you, you have done enough for me and I thank you!

:P