2 Replies Latest reply on Oct 7, 2015 10:50 AM by BKamp

    Expanding contact DB with newsletter system

    BKamp

      Hi guys!

       

      I have used FM’s standard contact template to create a contact database. I’ve kept the structure intact and like to expand it’s features with a newsletter system which can keep track who received what letters.

       

      Ive already created an interest table with two fields:

      • CONTACT ID MATCHING FIELD (number)
      • interests (text)

      The purpose of this table is to be able to assign interests to each contact!I’ve linked the standard contact table to my new interest table with CONTACT ID MATCHING FIELD = CONTACT ID MATCHING FIELD.I’ve allowed creation and delete in the interests table trough this relationship That part was easy for me, now I’m stuck on how to (step by step):

      1. create a custom newsletter (content will vary with each letter, layout will stay the same)
      2. Letter must use merge fields of contacts that share one or more interests based on selection (example, print only letters with people that interest in Filemaker)
      3. Must print the letter and a sticker label with address-info to pdf format so we can save and print it. We actually wanna sent the physical letter by post
      4. keep track that that letter was printed for that contact in a portal or somehow on the contact detail layout

       

      Imagine I have 300 contacts, 40 interest in Filemaker, I would have to create a selection of those 40 people and assign a newsletter to them from the newsletter table I imagine. After that with one scripted button click step 2-4 from above should be executed.

       

      Can anybody point me in the right direction on how to do this?

       

      Thanks!!

        • 1. Re: Expanding contact DB with newsletter system
          erolst

          Off the top of my head:

           

          • create a Newsletter table

          • create a value list using fields from Newsletter: 1. the newsletter primary key, 2. a unique, human-readable name/description

          • create a global field newsletterID in the Contacts table

          • create a relationship using that field:

          Contacts::gNewsletterID = Newsletter::id

          • create layouts based on Contacts: one for label printing with fields from contacts, one for newsletter printing, using fields from contacts and related field(s) from Newsletter  

           

          Then

          • find Contacts based on their interest(s)

          • use the Contacts::gNewsletterID field (formatted as a popup) to select a Newsletter record

           

          Now you have a list of contacts and a reference to a newsletter, and can use either layout to print labels or the actual newsletter incl. merge fields.

           

          If you want to keep track of who received which newsletter, create a new table with id_contact and id_newsletter; copy all selected contacts into that table (i.e. create new records with their IDs) and give them all the selected newsletterID and the current date.

           

          Well, as I said, OTTOMH; but that should get you going.

          • 2. Re: Expanding contact DB with newsletter system
            BKamp

            Thanks! Helps me a lot for now!

            I hope to have time to continue at this the coming week, Im sure Ill come up with more questions by then.

             

            Thanks for your view on this!