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.