Sending Mass Emails with Crystal Reports 9 - PowerPoint PPT Presentation

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Sending Mass Emails with Crystal Reports 9

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    1. 1 Sending Mass Emails with Crystal Reports 9 Augusta State University Projects Office

    2. 2 Agenda Introductions E-mail options Crystal 9 steps Notes, Tips and Cautions Where to find additional info

    3. 3 E-Mail Options Campus Pipeline Campus standard Banner Communications Plans or Population Selection and GLRLETR to Microsoft Word Mail Merge Crystal 9 to Microsoft Word Mail Merge

    4. 4 Crystal 9 Process Flow

    5. 5 Set-up to Send E-mails Set- up Microsoft Outlook as your default e-mail server Write Crystal 9 Report

    6. 6 Steps to Send E-Mail (first time) Run Crystal 9 Report Export to Excel

    7. 7 Export to Excel Delete the page number (can be done in Crystal) Export as MS Excel 97-2000 (data only) Take the defaults

    8. 8 Steps to Send E-Mail (first time) Open Outlook Word Use Mail Merge Wizard Enter text Set-up merge fields Add your email address Send email Check your email to confirm mail was sent

    9. 9 Steps to Send E-Mail (subsequent) Run Crystal 9 Report Export to Excel Open Outlook Word Use Mail Merge Wizard Link to new table Add your email address Send email Check your email to confirm mail was sent

    10. 10 Notes, Tips and Cautions Straight text vs attachment.- straight text may lose special fonts, font sizes, graphics and alignment of tables Use Filter option to further select letters There is nothing visible to see after merge, add own email address at end of data in Word to ensure it is mailed. If you changed the email address on your Outlook Email Account- change it back to your own.

    11. 11 Questions Later? Augusta State University Projects Office Mary Filpus-Luyckx mfilpusl@aug.edu Mark Brown mbrown30@aug.edu Get the tech briefs from Crystal Decisions http://support.crystaldecisions.com/