Hello,
I am using Maximiser Enterprise 9 and frequently use the campaign manager for automated email campaigns, reat feature.
I am looking to see if it is possible to merge opportunity UDFs into automated campaigns. I have added address book UDFs to campaigns before but am struggling to apply the same with opportunity fields. When creating the file it gives me the option of opportunity merge fields, is there a way.
My current process is as follows:
Search for distribution list in opportunities using opportunity UDF search criteria. View in address book, save to Favourites List. Create campaign, add merge fields as required in editor.
Your assistance here would be greatly appreciated!!! Thank you!
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