Initial Exercises—Sales and Marketing 3 (Mail Merge)
Initial Exercises
Purpose: The purpose of this initial
exercise is that the instructor will use them for demonstrating the mail merge
functionality in Sales and Marketing, which
entails:
IMPORTANT |
These initial exercises are intended for instructor use. If you
are a student, it is extremely important that you log on to a local
Oracle database to maintain your data integrity. If you work
on a server database, you will compromise your own exercise data as well
as the data of other students. Predictable exercise results require your data
to be isolated in your own local database. To install the
local database you need to contact the System Administrator. |
Creating E-mails using Mail Merge
Purpose: The purpose of this
exercise is to show how to use the Mail Merge functionality to insert
information from Sales & Marketing into an e-mail. In this case, we want to send
an e-mail to all our contacts whose interest is golf.
Windows:
Selections and Views pane
Steps: To complete this exercise, perform the following
steps.
- In the Selections and Views pane,
right-click on Private and click Add Group.
- Verify that the category is Private.
- Enter Contacts as the name of the
group.
- Click OK.
- Verify that a new group called Contacts now
appears in the Selections and Views pane.
- Right-click on the Contacts group and click
Add Selection.
- Enter Contacts–Golf as the name of the
selection and click Next.
- Click the Plus Sign (+) on the left of the dialog
box to expand the Contact table.
- Click Interest and on the Interest
list, select Golf.
- Click the Equal Sign (=).
- Verify that Contact.Interest=Golf appears in the
criteria field and click Next.
- Enter Contacts Golf–Address List as the
name of the view and click OK.
- Click the Plus Sign (+) on the left of the dialog
box to expand the Contact table.
- In the Contact table, double-click First
Name, Last Name, Phone, Fax, Mobile, and
E-mail.
- Verify that the fields mentioned above appear in the view
area to
the right.
- Click the Plus Sign (+) on the left of the dialog
box to expand the Account table.
- In the Account table, double-click Name,
Address 1, Address 2, Post Code, City, and
Country.
- Verify that the fields appear in the view area to
the right along with the contact information and click Finish.
- Run the selection by double-clicking the view
Contacts Golf–Address List in the Selections and Views pane.
- Select all the contacts, right-click in the
Result pane, point to
Send to, and then select Create Mail Merge.
- In the
Docs
tab, select Local in the Use Templates area and select the
Sales&Marketing Normal.dot template.
- Select the
All selected rows check box and click OK.
- Verify that Microsoft Word starts.
- Click
Insert Merge Fields option on the tool bar. Select
fields from Insert Merge Fields list , and type the e-mail.
- Click the Merge to E-mail icon on the tool
bar.
- Select the
applicable data fields including the e-mail address.
- In the
Mail message subject line field, type the mail message subject.
- Select the Mail format as an attachment check box and click
OK.
Note 1:
You need to include the e-mail address in the view. If the
e-mail address is not included you can not execute step no
26 in above.
Note 2:
The mail is directly sent to all recipients after you have clicked OK
in step 28. A recipient will not be able to see who the other recipients are.
You cannot undo the merge action.
Note 3: Instead
of clicking the Merge to E-mail option, you can also click the Merge to Printer or
Merge to New Document options.
Note 4: You can
click the View Merged Data option in the mail merge toolbar to check the actual
information.