Mail Merge Codes in 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

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