Bug? Nickname field missing on Launch in Marketing Campaign

[jttoth]

Is this a bug: 'Nickname' Business Contact Field is not available in Word
2007 e-mail merge during Launch function in Campaign Manager

To reproduce:

- Create new marketing campaign
- Take addresses from Business Contacts
- Word E-mail Merge
- Use 'Nickname' field in the Word doc greeting
- Save Docx
- Launch
Error: "This merge field is used in the main document but does not exist in
the data source"

Mickey Mouse workaround was to use the 'Assistant' field for the Nickname
instead

Using Outlook 2007 & Word 2007, Windows XP SP2

 

[Clinton Ford [MSFT]]

Thank you for pointing this out. You can use the Nickname field by
selecting the Business Contacts from within Word. Below are a couple of
methods:

To do this using Word's "Mailings" Ribbon
- Word E-mail Merge
- Use 'Nickname' field in the Word doc greeting
- Save Docx
- In Word, click on the "Mailings" Ribbon tab
- From the Ribbon, "Select Recipients | Select from Outlook Contacts..."
- Select the "Business Contacts" folder and click "OK"
- Select the recipients you'd like to include, then click "OK"
- From the Ribbon, select "Create Campaign" (be patient as each recipient is
added to the Marketing Campaign)
- Do not click "Launch" on the Marketing Campaign form. Instead, minimize
the campaign form and complete the mail merge from within Word

To do this using Word's step-by-step e-mail merge wizard:
- In Word, click on the "Mailings" Ribbon tab
- From the Ribbon, select "Start Mail Merge | Step by Step Mail Merge
Wizard..."
- Select "E-mail Messages" in the right-hand wizard pane and click "Next:
Starting document"
- Click "Next: Select recipients"
- Click "Select from Outlook Contacts", then click "Choose Contacts Folder"
- Select the "Business Contacts" folder and click "OK"
- Select the recipients you'd like to include, then click "OK"
- Click "Next: Write your e-mail message"
- Click "More items..." and click the "Address Fields" radio button to
select and insert fields
- Save Docx
- Click "Next: Preview your e-mail message"
- Click "Next: Complete the merge"
- Before completing the merge, click "Track through Business Contact
Manager"
- Do not click "Launch", but just switch back to Word and complete the mail
merge

 

[jttoth]

Thanks. These were other workarounds I had discovered as well, but they
leave the campaign in a non 'launched' mode in Campaign Manager.

I appreciate your response.

 

[Clinton Ford [MSFT]]

As long as you click "Create Campaign" or "Track through Business Contact
Manager" before you actually complete the merge in Word, the Marketing
Campaign should be left in a 'launched' mode. Let me know if this is not
the case so we can address any issues.