I have a client who is in the promotions industry (logo'd coffee mugs, pens, letter openers, etc). She uses QB and would LOVE to be able to email a custom "thank you for your order" to customers. The customization part of the email would come from the customer's order/invoice in QuickBooks. Is there a way to take information from the fields in a QuickBooks invoice and integrate the data in a thank you email from CC?
We do not have anything currently designed to accomplish this out of QuickBooks directly. We do have a plugin for Intuit QuickBooks that allows you to sync data, however, it does not manually trigger emails. There is one option you could present to your customer:
You could install the QuickBooks plugin for them (free of charge from Constant Contact and found here). This would allow them to sync data from QuickBooks to Contact Contact, including virtually any pieces of information associated with Groups or Contacts in QuickBooks. You could then populate fields such as our Custom Text fields for the Contacts with the information you'd need, create an email that would use those fields as needed and send the email out to the list. This is a manual process and would be good if your customer wants to do this once a day or once a week.
Hope this helps!
This helps a great deal; thank you.