在MS CRM中对Marketing List 成员使用Mail Merge来生成信件

假设我们有一个成员类型为contact的marketing list。现在我们要给这个marketing list里的每一个成员发一封信。信的内容要根据收信人的不同而不同。这时就可以用上CRM的mail merge功能了。
打开marketing list的form，在Add tab中，点击Mail Merge on List Members。

然后将生成的word文档保存在本地电脑中，打开，Enable Content，Add-Ins， CRM，选择contact， ok， Preview your letters， complete the merge。
以下是模板，
«User_First_Name» «User_Last_Name»
«User_Business_Unit»

September 3, 2012

«AddressBlock»

«GreetingLine»

We have not heard from you for a while. I wanted to check in and make sure that you are still having a great experience using our product(s). I will contact you next week to get your feedback on the product(s) you are currently using and to give you details about our upcoming products.

Sincerely,

«User_First_Name» «User_Last_Name»
«User_Title»

下面是生成的一封信：
Aaron Zane
VDL

September 3, 2012

Chris Perry

Dear Chris Perry,

We have not heard from you for a while. I wanted to check in and make sure that you are still having a great experience using our product(s). I will contact you next week to get your feedback on the product(s) you are currently using and to give you details about our upcoming products.

Sincerely,

Aaron Zane

 

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