Sounds like you are well on your way with this idea.
Some lines for your script:
Find Records (according to the criteria you want for the emails)
Go to Record/Request/Page [First]
Send Mail (add all necessary components including the email field)
Set Field [YourDateSentField ; Get(CurrentDate)]
Go to Record/Request/Page [Next; Exit after last]
Hmm. Thanks for responding with your input. The only I am not sure about is how to get the script to send the particular layout i.e the form letter. I added, at the top of the script, "go to layout" and selected the layout that I want, however I am not sure it's going to work and I am afraid to mass email the wrong stuff to 270ish people. I guess I'll have to see if I can figure out how to "test" it all.
any more help would be awesome.
thanks so much
You cannot send an inline layout without using a plugin.
You can, however, use all of the same text and fields in the Send Mail > Message box without the graphics and formatted text styles.
For testing, set up 3 records with sample information and email addresses to yourself.
thanks for the reply. Unfortunately, I have tried to put text and fields into the Send Mail > Message Box, but it seems you must choose one or the other. I can't cut and paste what I've put into the layout and when I attempt to type and then choose a field, it erases what I've typed and puts just the field.
Going to look at it again, but if you have more insite for this noob it would be greatly apprecaited.
What you want is a calculation field, that would take the info you enter into a field on the layout, and combine it with the personal info from each contact record. If the only difference in each e-mail you send is the contact info, then you could simply enter this in as a calculation in the Send Mail script step. Something like:
"Hello " & Contacts::First Name & ",¶¶I am updating my contact information for you, just to make sure I have the most recent information. Could you verify the information below, and let me know of any changes? Thanks!¶¶Jimmy Doe¶¶Name: " & Contacts::First Name & " " & Contacts::Last Name & "¶Street Address: " & Contacts::Street Address & "¶City, State, Zip: " & Contacts::City & ", " & Contacts::State & " " & Contacts::Zip & "¶Phone Number: " & Contacts:: Phone Number
Is there a way to bold certain information in this email? For instance the words "any changes"
No. Not without using an email plug-in.