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Former Member

How to create the Mail forms

Hi All,

Actually i am very new to Mail form . i got the requirement as i need to create the Mail form form sending the mail through campaig as well as i want to print the same form so please help me out how to do this, please help me out by providing some step by step process for creating the mail form and some technical stuff for printing the form

Regatds

Mohan

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1 Answer

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    Former Member
    Feb 18, 2010 at 03:00 PM

    Hi,

    Creating Mail form is multi stage. Have you created any survey.

    I believe its for CRM 7.0. Broad steps are

    1.Enter the CRM WebClient UI

    2.SAP CRM WebClient menu Marketing >> Create: Mail Form

    Mail Form for E-Mail

    1.On the Mail Form: New screen enter the following values:

    Field name User action and values

    ID Y_TRADE_SHOW_INVITATION

    Description Trade Show Invitation

    Language Original:English

    Usage Internet Mail (HTML)

    Attribute Context ERMS

    Subject Trade Show Invitation

    2.In the Text Element screen area you can freely define the content of your e-mail in the text element.

    3.Choose New Text Element, enter the following data for the e-mail form text block and choose Create:

    Field name User action and values

    Text Element ID FORM_LETTER

    Description Invitation

    Format HTML

    4.Enter a text for the new text element FORM_LETTER and design it according to your needs.

    If you want to upload a pre-defined text from an external source, choose Load Local File.

    5.In order to insert the generated survey URL into the text, choose Hyperlink.

    6.In the Insert Hyperlink web page dialog enter the following values and choose Insert:

    Field name User action and values

    URL <surveyURL>

    Description Information Survey

    URL Category

    Tracking Option Via Target Site

    7.Save your new mail form.

    Hope it helps.

    Rgds,

    Rajiv

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