MailMerge\\Pushpage Issue

Alex Basiliere
Alex Basiliere
Fourth Anniversary Kudos 1 Name Dropper Participant
in Core

We are looking for way to combine a parents name ands login information with their students name and login information and also including the student courses in an email. The problem is we can create the pushpage with the users first Name and last Name but not the users username or enrolled courses, does anyone know a solution to this? Willing to explore pushpage or mail merge!

Comments

  • Bryna Gleich
    Bryna Gleich Blackbaud Employee
    Tenth Anniversary Kudos 3 Name Dropper Participant

    If there isn't a singular list that will do that, you might be able to use exported user and student/courses lists, combined in Excel. Or use an advanced list.

  • Steven Ragatz
    Steven Ragatz
    Fourth Anniversary Kudos 1 Name Dropper Participant

    The only way I've been able to bring in additional fields into a mail merge is to duplicate data and dedicate an EM Custom field to the copy. The one that had me waving my hands at the screen was DoB. In EM, there's no access to DoB for a mail merge? Really? So, I have to duplicate it, and copy information into the Candidate Information tab just to be able to access it via the mail merge mechanism.

    Ugly, but maybe something like this could help your situation?

  • David Heup
    David Heup
    Sixth Anniversary Kudos 1 Participant Facilitator 1

    Exporting to Excel will let you create a mail merge, but you can't email from an advanced list in BB (at least not that I know of).

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