Mail Merge Fields Outlook

The mail merge codes used in outlook messages are the same as for word and excel documents. See these.

However, when merging into Outlook emails you have to observe, that the merge function may be influenced by a number of technical issues:

It is common to use HTML as email format since it allows for very nice looking emails, combining different fonts and graphics. ChannelCRM can easily merge into HTML emails But when the system performs the merge it does this by using the HTML-code behind the graphic view of the email. The problem that may occur is that if you use Outlook to create the email-template, it might happen that Outlook is not cleaning the HTML code. Example:

Imagine you use the merge code <<Contact.FirstNames>> and then format it with bold. Mistakingly at first you only format part of the merge code with bold

<<Contact.FirstNames>>. To correct the error you then mark the entire mail merge code and click the "bold" button. Now the field is all bold: <<Contact.FirstNames>>. The field looks nice but it can not be used for mail merge because it contains superfluous HTML formatting codes inside the merge code. Consequently the ChannelCRM cannot recognize the merge code.

To avoid such situations it is important to write and format the merge codes in one single go

Der er nogle faldgruber, som kan gøre at et flettefelt ikke virker i Outlook:

Feltet kan være "forurenet": Outlook er ikke god til at "rydde op efter sig". Det betyder at der let kommer skjulte html-koder ind i tekst. Hvis et flettefelt således formateres delvist til fede typer og dernæst hele feltet til fede typer, fjerner Outlook ikke altid de overflødige formateringstegn. I dette tilfælde kan du simpelthen skrive flettefeltet på ny. (Det er ikke nok at kopiere det - her vil koderne også blive kopieret.)

Feltet kan af Outlook være markeret som stavet forkert: Outlook 2007 markerer stavefejl med den kendte røde zigzag-linie. Den laves af Outlook ved simpelthen at lave om på HTML'en, som så ikke kan flettes. Løsningen er allerede mens du opbygger designet at højreklikke på flettekoderne og vælge "tilføj til ordbog".