Question about fields and activity for mail campaign

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  • CRM_user
    Junior Member
    • Oct 2019
    • 2

    Question about fields and activity for mail campaign

    Hi there,

    we need to send a campaign by mail. As this is an option in the campaign settings a new campaign for the mailing has been created.

    Now there are three template options in the group serial letter. But none of them seems to work or shows a selection.

    First question is therefore how to use these fields? Is EspoCRM able to create e.g. a PDF with the letters based on the selection and a template? If so, how?

    The second question is, if the creation of the letter will be recorded as activity under each contact?

    Thanks
  • CRM_user
    Junior Member
    • Oct 2019
    • 2

    #2
    Anyone with an input what the fields can do and how it works?

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