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Mail Merge for Follow-Ups

I would like to see follow-up questions and attachments available in mail merge. I imagine this is not currently available because we're generating mail merge fields for a specific process (follow-up forms not being "connected" to a process, and thus not included in the mail merge). Is this something that could be added?

posted September 27, 2013 by Mary Giraulo, United Arts of Central Florida

3 votes

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Ideas shared this idea  ·   ·  Report…  ·  Admin →
Archived  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded  · 

Thank you so much for taking the time to share your idea in the Idea Lab. We genuinely value your input and creativity. After reviewing engagement levels across all submitted ideas, we’ve decided to archive this particular idea. This will help us keep the Idea Lab organized and focused on the ideas that are receiving the most activity and feedback from our community.

That said, your idea is important to us! It’s possible a similar idea with higher engagement already exists — a quick search might help you find and support it. If you’d like to resubmit this idea with clearer or more specific wording, it could also help others find and vote for it more easily.

Please don’t hesitate to reach out if you have any questions, feedback, or concerns. We truly appreciate your participation and look forward to hearing more of your thoughts in the future.

Thank you again,

The Foundant Team

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  • Aaron Spevacek commented  ·   ·  Report

    Mary - I just ran across this suggestion. You have probably already seen this, but just in case you haven't, with the release of version 5.0 you can now do this.

    Let us know if you have any questions about it.

  • Ideas commented  ·   ·  Report

    I should have specified - I know we can include ALL file uploads from a follow-up form, but I would like to be able to determine which file uploads are included. Thus, in the "ATTACH FILES FROM INDIVIDUAL FORM QUESTIONS" section at the end of the merge document, i would like there to be a "Follow-Up Files" subsection in addition to the Application Files subsection.

    posted September 27, 2013 by Mary Giraulo, United Arts of Central Florida