What I'm looking for is similiar to a mail merge. The end result I'm looking for is to have an individual number attached to individuals who have been uploaded as a group. So I could upload a spreadsheet with their email address and employee number and the end result is that each person receives an email with their unique number. I have worked with the "upload" contacts where you get the columns to match your spreadsheet, but after I do that, I'm not really certain where that information lives or how/where it shows up. Or how to get it to fill in a field in an attached document. Much thanks for any advice!
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Hello @ElenaH2 ,
First, you'll want to make sure you've setup a custom field to house that unique employee number for the applicable contacts. Once you've uploaded your contact list with that information assigned to the proper field, then you can include it in an email. The most straightforward method of doing this would be using the Insert > Contact Details functionality.
Hello @ElenaH2 ,
First, you'll want to make sure you've setup a custom field to house that unique employee number for the applicable contacts. Once you've uploaded your contact list with that information assigned to the proper field, then you can include it in an email. The most straightforward method of doing this would be using the Insert > Contact Details functionality.
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