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#1
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Hyperlinks and html images in mailmerge
I'm trying to achieve the following via Mail Merge (initiated by MS CRM 4).
We are creating a marketing email that is supposed to have hyperlinks tagged with the lead id. E.g. http://www.ultralearn.com/default.aspx?leadid=abcd-efgh Although this is doable but the entire link must be visible as text. If I do Ctl+K and place the link in there, the mail merge doesn't replace the lead id merge field. It remains as ?leadid=Lead. I found a macro-solution. I wrote the macro and yes I can append the field to the hyperlink.address. But I'm not able to use this document that has the macro in it, in the mail merge. CRM will not allow me to upload a word doc with macro. I must send the emails from CRM, so that CRM knows that emails have been sent to which leads. Another issue is that I want to place an image in the mail that pulls dynamically from a website. E.g. img src="http://www.ultralearn.com/abcd.gif" / In other words, when a recepient opens their email, the image should load from the http location and not embedded in the word doc itself. I am unable to find a place to insert such an html. Please advise. Thanks |
#2
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Hyperlinks and html images in mailmerge
Hi Raza,
You could solve both problems by embedding the mergefield and whatever associated path information you have in a HYPERLINK field. For example, if the hyperlink path is: http: //www.ultralearn.com/default.aspx?leadid=«Lead» you could select all of that and press Ctrl-F9 to embed the string in another field, thus: { http: //www.ultralearn.com/default.aspx?leadid=«Lead» } which you could then edit to read: {HYPERLINK "http: //www.ultralearn.com/default.aspx?leadid=«Lead»"} and then run your mailmerge. -- Cheers macropod [MVP - Microsoft Word] "Raza" wrote in message ... I'm trying to achieve the following via Mail Merge (initiated by MS CRM 4). We are creating a marketing email that is supposed to have hyperlinks tagged with the lead id. E.g. http://www.ultralearn.com/default.aspx?leadid=abcd-efgh Although this is doable but the entire link must be visible as text. If I do Ctl+K and place the link in there, the mail merge doesn't replace the lead id merge field. It remains as ?leadid=Lead. I found a macro-solution. I wrote the macro and yes I can append the field to the hyperlink.address. But I'm not able to use this document that has the macro in it, in the mail merge. CRM will not allow me to upload a word doc with macro. I must send the emails from CRM, so that CRM knows that emails have been sent to which leads. Another issue is that I want to place an image in the mail that pulls dynamically from a website. E.g. img src="http://www.ultralearn.com/abcd.gif" / In other words, when a recepient opens their email, the image should load from the http location and not embedded in the word doc itself. I am unable to find a place to insert such an html. Please advise. Thanks |
#3
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Hyperlinks and html images in mailmerge
Unfortunately I don't have CRM 4 or know anything about how it is structured
so cannot tell you whether there is any workaround for the "upload document with macro" issue. I don't know what macro code you are using to fix the hyperlinks (does it use Word's Mailmerge events?) but the code does not necessarily have to be in the document you want to send. As long as you write your code correctly, it should be possible to put the code in (say) your normal.dot/normal.dotm, or (preferably) in another .dot(m) that you load as an Addin. However, I haven't tested that here so cannot be sure. Another issue is that I want to place an image in the mail that pulls dynamically from a website. E.g. img src="http://www.ultralearn.com/abcd.gif" / In other words, when a recepient opens their email, the image should load from the http location and not embedded in the word doc itself. I'm assuming that you are trying to get the recipient client e-mail to load the image automatically using the URL you provide, i.e. you're not just providing a hyperlink that the recipient has to click. i.e. when you look at the email you're about to send, it has the image, but it's a link to a URL. Precisely what Word mailmerge can do on this front depends partly on which versions of Word and Outlook you have, and then some. In other words, some people seem to have been able to do this in some versions of Word. The last time I looked was I think with Office 2003, in which I was able to do this by a. inserting a nested field such as { QUOTE { INCLUDEPICTURE "the URL of the picture" \d } } /and/ b. unchecking Outlook 2003's Tools-Options-Mail Options-HTML options-include a copy of the picture rather than a link to the picture option (I forget the precise wording). If you leave that option checked, Outlook (or something) generates an internal CID: reference to an internal MIME part. However, the other person who tried this could not get the CID: reference to disappear when they unchecked this option. Further, the option has disappeared anyway in Outlook 2007. Whether that's because it was regarded as a security risk, something that people didn't think they needed any more, or what, I cannot tell you. Personally, if I were a CRM user, I'd probably contact my MS Account Manager and ask them whether they know of a way to do it, and perhaps why such simple stuff is so hard to do. -- Peter Jamieson http://tips.pjmsn.me.uk "Raza" wrote in message ... I'm trying to achieve the following via Mail Merge (initiated by MS CRM 4). We are creating a marketing email that is supposed to have hyperlinks tagged with the lead id. E.g. http://www.ultralearn.com/default.aspx?leadid=abcd-efgh Although this is doable but the entire link must be visible as text. If I do Ctl+K and place the link in there, the mail merge doesn't replace the lead id merge field. It remains as ?leadid=Lead. I found a macro-solution. I wrote the macro and yes I can append the field to the hyperlink.address. But I'm not able to use this document that has the macro in it, in the mail merge. CRM will not allow me to upload a word doc with macro. I must send the emails from CRM, so that CRM knows that emails have been sent to which leads. Another issue is that I want to place an image in the mail that pulls dynamically from a website. E.g. img src="http://www.ultralearn.com/abcd.gif" / In other words, when a recepient opens their email, the image should load from the http location and not embedded in the word doc itself. I am unable to find a place to insert such an html. Please advise. Thanks |
#4
Posted to microsoft.public.word.mailmerge.fields
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Hyperlinks and html images in mailmerge
On Sep 9, 1:16*pm, "macropod" wrote:
Hi Raza, You could solve both problems by embedding the mergefield and whatever associated path information you have in a HYPERLINK field. For example, if the hyperlink path is: http: //www.ultralearn.com/default.aspx?leadid=«Lead» you could select all of that and press Ctrl-F9 to embed the string in another field, thus: { http: //www.ultralearn.com/default.aspx?leadid=«Lead» } which you could then edit to read: {HYPERLINK "http: //www.ultralearn.com/default.aspx?leadid=«Lead»"} and then run your mailmerge. -- Cheers macropod [MVP - Microsoft Word] Hi macropod, Thanks for the tip. Another colleague of mine gave me the same and it did the trick. In other words, doing ALT F9 and inserting fields the way you have mentioned is the answer. But, there is one issue! Once you save save the doc as xml (required for importing into CRM as template), and reopen it, same issue: no fields there. I opened the xml in notepad and tried to force-insert Lead but doesn't work. It looks like the xml structure won't allow embedding a MERGEFIELD within a hyperlink. So for now, we'll rely on copy-paste technology to send out mail merge... unless you can suggest something here too! Regards Raza |
#5
Posted to microsoft.public.word.mailmerge.fields
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Hyperlinks and html images in mailmerge
fields there. I opened the xml in notepad and tried to force-insert Lead but doesn't work. It looks like the xml structure won't allow embedding a MERGEFIELD within a hyperlink. It's a bit difficult to explain this, but... This wouldn't be enough anyway because even if this XML format can encode a mergefield within a hyperlink, you need the XML equivalent of the MERGEFIELD field code { MERGEFIELD Lead }, not the "visible" version Lead. I have had a look at this and the problem seems to be that whenever Word saves in /any/ XML type format (i.e. .docx, .xml (Word 2007 version), and probably .xml (Word 2003 version), and probably .docm, it actually encodes a HYPERLINK field as a "simple" HYPERLINK field, which means that the thing it refers to is encoded in a Relationship, and the target of that relationship can, as far as I can tell, only be a piece of plain text such as http://whatever. You may be able to see this by looking inside the .xml file. So when you save, close, and re-open the file, the field codes nested inside the HYPERLINK disappear and are replaced by their results. However, you /may/ be able to fix this by forcing Word to use the other method it has of XML-encoding nested fields, which basically encodes all the characters in the fields including the start and end braces. To try this, I suggest you do the following: a. create a simple document and connect it to your data source. b. insert the HYPERLINK field and the nested MERGEFIELD field. When you press F9 you might have something like { HYPERLINK "{ MERGEFIELD Lead }" } Now change "HYPERLINK" to "MERGEFIELD" (yes, I know it doesn't really make sense!) Save the document in .xml format. Try re-opening it. The nested fields should still be there. Now open it as an XML file, e.g. in notepad, locate the text MERGEFIELD. It should be in a piece of XML code that looks something like w:fldChar w:fldCharType="begin"//w:rw:rw:instrText xml:space="preserve" MERGEFIELD " change MERGEFIELD to HYPERLINK, save and close the XML file, and try re-opening it. You should see the HYPERLINK field with the nested MERGEFIELD field. On the surface, this works with the 2007 version of the .xml format. If you have to use the 2003 version, things may be different. However, I cannot tell whether this will actually /also/ achieve your objectives and not suffer from unwanted side-effects. -- Peter Jamieson http://tips.pjmsn.me.uk "rraazz" wrote in message ... On Sep 9, 1:16 pm, "macropod" wrote: Hi Raza, You could solve both problems by embedding the mergefield and whatever associated path information you have in a HYPERLINK field. For example, if the hyperlink path is: http: //www.ultralearn.com/default.aspx?leadid=«Lead» you could select all of that and press Ctrl-F9 to embed the string in another field, thus: { http: //www.ultralearn.com/default.aspx?leadid=«Lead» } which you could then edit to read: {HYPERLINK "http: //www.ultralearn.com/default.aspx?leadid=«Lead»"} and then run your mailmerge. -- Cheers macropod [MVP - Microsoft Word] Hi macropod, Thanks for the tip. Another colleague of mine gave me the same and it did the trick. In other words, doing ALT F9 and inserting fields the way you have mentioned is the answer. But, there is one issue! Once you save save the doc as xml (required for importing into CRM as template), and reopen it, same issue: no fields there. I opened the xml in notepad and tried to force-insert Lead but doesn't work. It looks like the xml structure won't allow embedding a MERGEFIELD within a hyperlink. So for now, we'll rely on copy-paste technology to send out mail merge... unless you can suggest something here too! Regards Raza |
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