Actions Tab - Quick Reference Card

🎯 ONE-PAGE CHEAT SHEET - Print and keep handy!

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📑 The 6 Sub-Tabs

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🔀 MERGE - Quick Actions

Data Flow Options


One Per Page        → 1 page per data row (letters, labels)

Single Document     → Dynamic loops (invoices, reports)

Flow Columns        → Multi-column layout (catalogs)




30-Second Merge

Select Data File

Choose Data Flow: One Per Page

Click Run Action

Done!



With Template

Select Data File

Word Template: Select → Load

Choose Data Flow

Run Action



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🎨 BUILDER - Syntax Guide



Basic Fields (Tab 1)


Text:   <>

Image:  [[ImageName]]




Post-Processing (Tab 2)


Single:  {{Function|<>}}

Chained: {{Function2|{{Function1|<>}}}}




Common Functions:


{{Uppercase|<>}}              → JOHN SMITH

{{FormatCurrency|<>}}        → $29.99

{{FormatDate|<>}}             → January 23, 2026

{{Bold|<>}}                  → Bold text
</p>
<p>{{Default|<<Field>>|Not Available}} → Shows default if empty
</p>
<p></code>`<code>
</p>
<p>
</p>
<h3>Conditionals (Tab 3)
</h3>
<p></code>`<code>
</p>
<p><#if FieldName = Value>
</p>
<p>  Show this when true
</p>
<p><#else>
</p>
<p>  Show this when false
</p>
<p></#if>
</p>
<p></code>`<code>
</p>
<p>
</p>
<strong>Operators:</strong> </code>=<code> </code>!=<code> </code>><code> </code><<code> </code>>=<code> </code><=<code> </code>CONTAINS<code> </code>STARTSWITH<code> </code>ENDSWITH<code>
<p>
</p>
<h3>Loops (Tab 4)
</h3>
<p></code>`<code>
</p>
<p><%ArrayName%>
</p>
<p>  • <<ArrayName.field1>> - <<ArrayName.field2>>
</p>
<p><%end%>
</p>
<p></code>`<code>
</p>
<p>
</p>
<strong>Example:</strong>
<p></code>`<code>
</p>
<p><%OrderItems%>
</p>
<p>  • <<OrderItems.Product>> - $<<OrderItems.Price>>
</p>
<p><%end%>
</p>
<p></code>`<code>
</p>
<p>
</p>
<p>---
</p>
<p>
</p>
<h2>📤 EXPORT - Power Automate Package
</h2>
<p>
</p>
<h3>Quick Export
</h3>
<ul><li><strong>Export Name:</strong> Give it a name
</li>
<li><strong>Data File:</strong> Select CSV
</li>
<li><strong>Email Field:</strong> Select email column
</li>
<li><strong>Subject:</strong> Enter subject line
</li>
<li><strong>Generate Package</strong> → Download ZIP
</li>
<p></ul>
</p>
<h3>What You Get
</h3>
<p></code>`<code>
</p>
<p>ZIP Package:
</p>
<p>├── emails/ (HTML files, one per recipient)
</p>
<p>├── attachments/ (Optional PDFs/Word)
</p>
<p>├── email-data.csv (Recipient list)
</p>
<p>├── flow.json (Import to Power Automate)
</p>
<p>└── README.txt (Instructions)
</p>
<p></code>`<code>
</p>
<p>
</p>
<p>---
</p>
<p>
</p>
<h2>📧 EMAIL CAMPAIGNS - The Wizard
</h2>
<p>
</p>
<h3>4-Step Process
</h3>
<p></code>`<code>
</p>
<p>Step 0: Configuration  → Set up campaign
</p>
<p>Step 1: Generate Bodies → Create HTML emails
</p>
<p>Step 2: Attachments     → Generate PDFs (optional)
</p>
<p>Step 3: Send            → Send via Microsoft Graph
</p>
<p></code>`<code>
</p>
<p>
</p>
<h3>Quick Campaign (No Attachments)
</h3>
<ul><li><strong>Launch Email Campaign Wizard</strong>
</li>
<li><strong>Step 0:</strong>
</li>
<p></ul>   - Data File: Select CSV
</p>
<p>   - Email Column: Select column
</p>
<p>   - Subject: Enter subject
</p>
<p>   - Body: Use current document
</p>
<p>   - Tracking: Leave all checked
</p>
<p>   - <strong>Next</strong>
</p>
<ul><li><strong>Step 1:</strong> Wait for generation → <strong>Next</strong>
</li>
<li><strong>Step 3:</strong> Review → <strong>Send Campaign</strong>
</li>
<li>Done! Check Email Analytics
</li>
<p></ul>
</p>
<h3>Time Estimates
</h3>
<ul><li>10 recipients: ~1 minute
</li>
<li>50 recipients: ~3 minutes
</li>
<li>100 recipients: ~6 minutes
</li>
<p></ul>
</p>
<p>---
</p>
<p>
</p>
<h2>📊 EMAIL ANALYTICS - Metrics
</h2>
<p>
</p>
<h3>Key Metrics
</h3>
<p></code>`<code>
</p>
<p>📧 Sent     → Total emails delivered
</p>
<p>👁️ Opens    → % who opened (aim for 30%+)
</p>
<p>🔗 Clicks   → % who clicked links (aim for 5%+)
</p>
<p>↩️ Replies  → % who replied
</p>
<p></code>`<code>
</p>
<p>
</p>
<h3>Quick Actions
</h3>
<ul><li><strong>View Details</strong> → See recipient-level data
</li>
<li><strong>Export</strong> → Download CSV report
</li>
<li><strong>Sort columns</strong> → Find best/worst campaigns
</li>
<p></ul>
</p>
<h3>Good Benchmarks
</h3>
<p></code>`<code>
</p>
<p>Opens:   20-30% = Average | 40%+ = Excellent
</p>
<p>Clicks:  2-5% = Average   | 10%+ = Excellent
</p>
<p>Replies: 1-3% = Average   | 5%+ = Excellent
</p>
<p></code>`<code>
</p>
<p>
</p>
<p>---
</p>
<p>
</p>
<h2>⚙️ EMAIL CONFIG - Setup
</h2>
<p>
</p>
<h3>First-Time Setup
</h3>
<ul><li>Click <strong>Connect Microsoft Account</strong>
</li>
<li>Sign in (work or personal)
</li>
<li>Grant permissions
</li>
<li>Click <strong>Refresh Status</strong>
</li>
<li><div class="success-box">✅ Connected!
</li></div><p></ul>
</p>
<h3>Tracking Options
</h3>
<p></code>`<code>
</p>
<p><div class="success-box">✅ Track Email Opens    → 1x1 pixel tracking
</p></div><p><div class="success-box">✅ Track Link Clicks    → Redirect tracking
</p></div><p><div class="success-box">✅ Track Replies        → Reply-to monitoring
</p></div><p></code>`<code>
</p>
<p>
</p>
<h3>Test Send
</h3>
<p></code>`<code>
</p>
<p>To:      your@email.com
</p>
<p>Subject: Test Email
</p>
<p>Body:    This is a test.
</p>
<p>
</p>
<p>[Send Email]
</p>
<p></code>`<code>
</p>
<p>
</p>
<p>Check inbox in ~10 seconds!
</p>
<p>
</p>
<p>---
</p>
<p>
</p>
<h2>⚡ Common 30-Second Tasks
</h2>
<p>
</p>
<h3>Insert a simple placeholder
</h3>
<ul><li>Actions → Builder → Basic Fields
</li>
<li>Select file + field → <strong>Insert</strong> <div class="success-box">✅ 10 sec
</li></div><p></ul>
</p>
<h3>Format as currency
</h3>
<ul><li>Actions → Builder → Post-Processing
</li>
<li>Select file + field + FormatCurrency → <strong>Insert</strong> <div class="success-box">✅ 20 sec
</li></div><p></ul>
</p>
<h3>Add conditional text
</h3>
<ul><li>Actions → Builder → Conditionals
</li>
<li>Field + Operator + Value + Content → <strong>Insert</strong> <div class="success-box">✅ 30 sec
</li></div><p></ul>
</p>
<h3>Generate 10 letters
</h3>
<ul><li>Actions → Merge → Select file → One Per Page → <strong>Run Action</strong> <div class="success-box">✅ 10 sec
</li></div><p></ul>
</p>
<h3>Send test email
</h3>
<ul><li>Actions → Email Config → Fill form → <strong>Send Email</strong> <div class="success-box">✅ 20 sec
</li></div><p></ul>
</p>
<p>---
</p>
<p>
</p>
<h2>🚀 Quick Workflows
</h2>
<p>
</p>
<h3>Workflow: Customer Letters (5 min)
</h3>
<p></code>`<code>
</p>
<ul><li>Upload customers.csv (Data Tab)
</li>
<li>Type template with <<placeholders>>
</li>
<li>Actions → Merge → One Per Page → Run Action
</li>
<li>Print!
</li>
<p></ul></code>`<code>
</p>
<p>
</p>
<h3>Workflow: Email 50 People (10 min)
</h3>
<p></code>`<code>
</p>
<ul><li>Connect Microsoft Account (Email Config)
</li>
<li>Upload CSV with emails (Data Tab)
</li>
<li>Create email template in Word
</li>
<li>Launch Email Campaign Wizard
</li>
<li>Configure → Generate → Send
</li>
<li>Done!
</li>
<p></ul></code>`<code>
</p>
<p>
</p>
<h3>Workflow: Invoice with Line Items (15 min)
</h3>
<p></code>`<code>
</p>
<ul><li>Upload invoices.csv + line_items.csv
</li>
<li>Link files (Data → Files)
</li>
<li>Create template with <%loop%>
</li>
<li>Actions → Merge → Single Document → Run
</li>
<li>Perfect invoice!
</li>
<p></ul></code>``
</p>
<p>
</p>
<p>---
</p>
<p>
</p>
<h2>🔧 Quick Troubleshooting
</h2>
<p>
</p>
<p>| Problem | Quick Fix |
</p>
<p>|---------|-----------|
</p>
<p>| No data file | Select from dropdown first |
</p>
<p>| Merge stuck | Wait or cancel + retry |
</p>
<p>| Images not inserting | Check filename matches exactly |
</p>
<p>| Builder insert disabled | Fill all required fields |
</p>
<p>| Email not sending | Check Email Config connection |
</p>
<p>| Analytics showing 0 | Wait 5 min, then refresh |
</p>
<p>| Tracking not working | Email clients may block (normal) |
</p>
<p>
</p>
<p>---
</p>
<p>
</p>
<h2>📖 Need More Detail?
</h2>
<p>
</p>
<ul><li><strong>Complete Guide:</strong> <a href="ACTIONS_TAB_GUIDE.html">ACTIONS_TAB_GUIDE.md</a> (50+ pages)
</li>
<li><strong>Visual Guides:</strong> <a href="ACTIONS_TAB_VISUAL_GUIDE.html">ACTIONS_TAB_VISUAL_GUIDE.md</a> (diagrams)
</li>
<li><strong>Quick Start:</strong> <a href="ACTIONS_TAB_5MIN_START.html">ACTIONS_TAB_5MIN_START.md</a> (hands-on)
</li>
<p></ul>
</p>
<p>---
</p>
<p>
</p>
<h2><div class="info-box">💡 Pro Tips
</h2></div><p>
</p>
<ul><li><strong>Test with 5 rows first</strong> before full dataset
</li>
<li><strong>Save templates</strong> for reuse (Data → Files → Word Templates)
</li>
<li><strong>Use Builder</strong> instead of typing syntax manually
</li>
<li><strong>Check Email Analytics daily</strong> for first week after campaign
</li>
<li><strong>Export analytics to Excel</strong> for deeper analysis
</li>
<li><strong>Test email to yourself</strong> before sending to customers
</li>
<li><strong>Monitor progress indicator</strong> for large jobs
</li>
<li><strong>Resume saved configs</strong> for recurring campaigns
</li>
<p></ul>
</p>
<p>---
</p>
<p>
</p>
<strong>Print this page and keep it next to your computer for quick reference!</strong> 🎯
<p>
</p>
<strong>Remember:</strong> Actions Tab = DO SOMETHING with your data! Master these 6 tabs and you're unstoppable! 💪

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