Call 612.564.8811 INFO@DAVEBESON.COM
Active Agent

Active Agent

What directories are my Dave Beson Letters installed into?

By default, the letters are installed in the
C:\Program Files\AAOutlook\REMS\LetterWriter,
C:\Program Files\AAOutlook\REMS\LetterWriter Plus and C:\Program Files\AAOutlook\REMS\eLetterWriter.

How do I apply a campaign to a contact?

1. Click on Campaigns in the Active Agent tool bar
2. Click on Open Campaign folder
3. Select apply campaign
4. Select the Campaign
5. Select the contact you would like to apply the campaign to.
6. Click Apply.

How do I send a letter to a single contact?

1. Click on Create in the Active Agent tool bar.

2. New document.

3. Select the contact you would like to send the letter to.

4. Select the document you wish to send.

5. Click ok, this will open the selected document merged with the selected contact.

How do I setup a letter campaign for a contact?

1. Click on My Contacts

2. Select the contact you wish to setup on a campaign

3. Click on the letters tab

4. Choose a campaign to add.

5. Select the start date.

6. If you choose, you may add a customized message to every letter before it is sent.

7. Confirm the email address the letters will be sent from.

8. Click on Generate Campaign.

Where can I find other frequently asked questions?

http://www.sonomaenterprises.com/ActiveAgent-support.htm
Tech Support:
Phone Support: 1-800-773-8624
Email Support: Activeagent@ACTAgent.com
http://www.sonomaenterprises.com/ActiveAgent-Faq.htm

Mailing Address: Sonoma Enterprises
PO BOX 341506
Austin TX 78734