Can I upload a specific employee number so that it appears in the document I'm sending?

SOLVED
Go to solution
ElenaH2
Rookie
0 Votes

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!

1 ACCEPTED SOLUTION
William_A
Administrator
0 Votes

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.


~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
William A
Community & Social Media Support

View solution in original post

1 REPLY 1
William_A
Administrator
0 Votes

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.


~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
William A
Community & Social Media Support
Updates
Just Getting Started?

We’re here to help you grow. With how-to tutorials, courses, getting-started guides, videos and step-by-step instructions to start and succeed with Constant Contact.

Start Here

73% of SMBs express doubt that their marketing strategy is effective. Does this sound familiar? Read our Small Business Now Report to learn how you can tweak your strategy to see better results.

Go read our article
Upcoming Webinars
Aug 07
Constant Contact Community Walkthrough and Demo
2:00 PM - 3:00 PM EST
Jul 25
Webinar: Master Your Digital Marketing Metrics
2:00 PM - 3:00 PM EST