Mail Merge Letters Based on Marketing Activities

Learn to configure mail merge letters based on marketing activities.

For information on configuring and generating marketing activities, see Marketing Activities in the Web Business Logic User Guide.

To create mail merge letters from within a marketing activity, the target group's addresses etc. need to be merged with the document template. The recipients of the mail merge letter are determined based on the control file created by CRM.server when generating the marketing activity. The control file is a D1 document, linked to the activity execution (AD).

To configure this functionality in Aurea CRM.Web, you need to define a button (or context menu action) with action template Command for the Marketing Activity info area (AK), e.g. in the Expand header of header group AK:

This button executes the command CampaignManagement.MailMergeActivity for the current marketing activity (Record). It merges the document template stored in the field Letter: Template Document (AD/78) and the control file (Brief.txt) linked to the activity execution thus creating the mail merge letter in Microsoft Word.

Note: If more documents are linked to the AD record, the first file is used. The template document is filtered automatically.

Note: To send an email in a language other than the default languages, you should use UTF-16 encoding for the template document. For example, to send an email in Cyrillic, encode the template document in UTF-16. You can use any text editor that supports UTF-16, to encode the template document.