P
P Fruin
Using a Marketing Campaign, I want to send a MS Word mail-merge document to
about 30 people at a time and I can't figure out how to do it!
Here's what I did:
1. Created a Marketing Campaign
2. Created a list using All Business Contacts (1,343 contacts)
3. Clicked Review and Filter button, and using the Advanced Filter tab, I
filtered these to a Category with 392 contacts in it.
4. Unchecked all the boxes and selected the first 30 contacts I want to send
the information to. (I'm doing 30 at a time so there is not a long lag time
between the e-mail they receive and my follow-up telephone call.)
5. Doing this brings up a dialog box telling me "You have excluded more than
300 records. Revise your query using the Simple or Advanced filter."
I just want to send this to 30 people at a time - that I choose from a
larger list that already exists (I DON'T want to have to create another
"group", "category", "filter", "list" or whatever you want to call it, to do
this!). Can you tell me the easiest and most straight forward way to
accomplish this?
Thanks!
about 30 people at a time and I can't figure out how to do it!
Here's what I did:
1. Created a Marketing Campaign
2. Created a list using All Business Contacts (1,343 contacts)
3. Clicked Review and Filter button, and using the Advanced Filter tab, I
filtered these to a Category with 392 contacts in it.
4. Unchecked all the boxes and selected the first 30 contacts I want to send
the information to. (I'm doing 30 at a time so there is not a long lag time
between the e-mail they receive and my follow-up telephone call.)
5. Doing this brings up a dialog box telling me "You have excluded more than
300 records. Revise your query using the Simple or Advanced filter."
I just want to send this to 30 people at a time - that I choose from a
larger list that already exists (I DON'T want to have to create another
"group", "category", "filter", "list" or whatever you want to call it, to do
this!). Can you tell me the easiest and most straight forward way to
accomplish this?
Thanks!