Internal Merge Codes

Internal merge codes (IMC) are a way to hand data around inside OmniRush. There is no real limit to how IMC are used, but here are some examples:

• Forms are being merged to PDF by OmniRush and emailed. But you want to set a password on the PDF files. The password should come from data in the database (for example you have the recipient's SSN or mother's maiden name in the CRM database).

• Fax banner information should be customized based on data in the database. For example, the FROM company should be dynamic, based on the contact record.

Here is an example on how to use internal merge codes:

1. In the OmniRush Administrator, open the DBIO, and in the General tab, check "Internal Merge Codes".

2. Click on the "Internal Merge Codes" button to add new merge codes to the "internal" list. Notice that there are default internal merge codes available "out of the box" (FirstName, CompanyID, ContactID, etc). In this example add this merge code: C1_FirstName (for ACT! and GoldMine) CT_FirstName (for SalesLogix)

3. Open an Email Track, go to PDF Settings, check "convert RTF to PDF"

4. Now in the Email Track, open the PDF Security Settings, and set the "Open Password" to {&}C1_FirstName}}

5. Schedule an email job with attached RTF file. The received PDF file should have a password of the first name