When ‘Export to Mail Merge File’ is selected, the user will just insert tags into Message field.  For a typical mail merge they would select the following fields:

 

<%Contact:First Name%>

<%Contact:Last Name%>

<%Contact:MailToCompanyName%>

<%Contact:MailToAddress1%>

<%Contact:MailToAddress2%>

<%Contact:MailToCity%>

<%Contact:MailToState%>

<%Contact:MailToZip%>

<%Contact:MailToCountry%>

 

but they can select any of the available tags.  They should insert one tag per row/line in Message.

 

When the ‘Export to Mail Merge File’ is run, Broadcaster will check each recipient’s values for Mail To Office and Mail To Home.  It will create a separate output row for each value that is checked and resolve the tags as described below:

 

If the recipient’s Mail To Office is checked, Broadcaster will create a row with:

<%Contact:MailToCompanyName%> replaced by Company Name

<%Contact:MailToTitle%> replaced by Title

<%Contact:MailToAddress1%> replaced by Office Address 1

<%Contact:MailToAddress2%> replaced by Office Address 2

<%Contact:MailToCity%> replaced by Office City

<%Contact:MailToState%> replaced by Office State

<%Contact:MailToZip%> replaced by Office Zip

<%Contact:MailToCountry%> replaced by Office Country

all otherTags will be replaced by applicable value.

 

If the recipient’s Mail To Home is checked, Broadcaster will create a row with:

<%Contact:MailToCompanyName%> replaced by blank value

<%Contact:MailToTitle%> replaced by blank value

<%Contact:MailToAddress1%> replaced by Home Address 1

<%Contact:MailToAddress2%> replaced by Home Address 2

<%Contact:MailToCity%> replaced by Home City

<%Contact:MailToState%> replaced by Home State

<%Contact:MailToZip%> replaced by Home Zip

<%Contact:MailToCountry%> replaced by Home Country

all otherTags will be replaced by applicable value.

 

When ‘Export to Mail Merge File’ is run, Broadcaster will ignore everything but tags.

 

Output file format as CSV (comma delimited ASCII text file with text in quotes, one record per line).  The file extension must be CSV.  Broadcaster must prompt user with file browser with ability for user to enter a file name.  Broadcaster will save the output file on the users system in the specified file name in the specified directory on their system.

 

Export to Mail Merge File can be saved as template the same as Email.  Export to Mail Merge File cannot be saved scheduled, it can only be Run.  This is because is must copy file to users machine.  In the future we may add scheduling and have it either emailed or placed in ftp directory, but this is too complicated to implement at this time, given our development priorities.

 

Add field ‘Sender Email Address:’.  Default value from Broadcast Features page, but allow user to change the email address.  Completion and error report should be sent to whatever address is specified here.  This change is necessary so that replies go to the appropriate person.