Mail Merge Issue

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Kent Madsen

• 09 March 2015 18:21

I'm testing a campaign and when I send the campaign to a couple test emails, I receive an error message when the template as the mail merge in it. It is sent fine, when there is no merge fields in the template. Can someone give me instructions to why I'm getting an error message.

Also, is there a way to use the custom fields for mail merge in template. I want to add a courtesy title (i.e, Mr. Ms. Dr.) along with last name.

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  Act! Team

  • 10 March 2015 17:43

  Hello Kent,

  Can you please confirm if you exit text mode on the template before saving? Can you send us the steps you use while editing the template when you receive the error?

  Kind Regards,
  Brittany Roberts

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  James Starks

  • 09 March 2015 21:20

  Hello Kent,

  Thank you for contacting Act! Cloud

  What is the exact error you are receiving?

  On using a custom field on the mail merge there currently is not a way to merge to the custom fields.

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  Kent Madsen

  • 10 March 2015 03:03

  I was using the standard last name field. It said there was an error in the campaign and try later. It did not say what the error was.

  I tried several times. The campaign worked when I did not have any field in the template.

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  Kent Madsen

  • 10 March 2015 18:41

  I recreated it and it went through today. Sent to two test accounts.

  The following are the steps I went through yesterday:
  1) add field [[Last Name}}
  2) go back to layout mode
  3) save template (message that template was saved)
  4) exit template
  5) send campaign
  5) identify template, identify group, name email, check antispam
  6) send email screen
  7) the sending notification would spin for about 30 seconds and come back with an error message.
  When I went back and took out mail merge fields and saved template the email would send successfully.

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  Act! Team

  • 10 March 2015 19:42

  Hello Kent,

  Can you please try editing the template and ensure when using mail merge the text appears, [[Last Name]]

  Please let me know if this change allows you template to send.

  Kind Regards,
  Brittany Roberts

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