Bookmark this page Print this page

Mail Shot, Storing Copies

In the example below a document template called “Norwich Union Promotion” has been selected for a mailshot to the “Current set, mailshot = Y” (i.e. all selected clients)…

Because this was to a mailshot selection and not just to the “Current record”, after all the pages have been printed in Word, when you return to Durell you’ll see the following…

…in which case you should click “Yes”, then edit the description to be included in EVERY recipients’ Document Viewer, as show below... 

The way Durell then saves the files and descriptions for mailshots is quite different from normal documents, because saving an individual copy of the same document for every recipient would be a waste of time and disk space (for example, every backup would take longer and require more storage space). So instead Durell just saves the description in each recipient's Document Viewer along with a link to the one-and-only originating Word template. Because there are no actual documents (i.e. only the template and descriptions in Durell's database) there is likewise no physical "Mailshot" sub-folder (i.e. it is just an icon in the Viewer, as shown below), and you can neither move mailshot documents out of this pseudo folder, nor can you move real documents into it. Moreover you should never delete the originating templates for mailshots as this would adversely affect all of the other recipients' links, though you may delete or rename the descriptions linked to them.

Mailshot, new pseudo folder.png