What is Mailigen?
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It is very easy to create a list from SERP using flex.bi with a report definition like this:
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How to send a letter from Standard ERP
- Create a template you will use to format this e-mail. You can create one from scratch or use their provided templates, but the main thing is that you need to have a code of the template without any spaces and in capital letters. For this example I will use one called USER-PASSWORDS:
- Create a new letter in CRM>>Register>>Customer Letters
- Select either specific customer or put an asterisk * in the customer field to send for all customers matching other criteria
- Select whether to send only to primary contact person or all of the
Select customer category to send the e-mails to (or enter All to use special customer Subscriber list All)
Note A contact list with the name (not code) of the category will be searched for in Mailigen
- If applicable select one or more classifications to filter down the contacts accordingly
- Enter the subject of the e-mail
- Enter the template name from above in the field Document (e.g. USER-PASSWORDS)
- Select the person that should be placed in the Reply to of the e-mail
- Check the list of the recipients via Operation>>Letter List. If happy with that mark the letter as OKed
- Run Operations>>Create Mailigen campaign. This will create a campaign on Mailigen side. Due to different business checks we can't send the campaign immediately
- Click Open Mailigen campaign button to go to Mailigen and send the campaign
How to set up Mass Mail package on server
These are main steps for setup:
- install nodejs (for example: https://docs.aws.amazon.com/sdk-for-javascript/v2/developer-guide/setting-up-node-on-ec2-instance.html)
link mailigen folder to SERP root folder for example
Code Block ln -s git/mailigen mailigen
- install node package in mailigen folder (for example nmp install xmlhttprequest)
- in SERP set up Timed Event MassMailCheckMn that will periodically update campaign status from Mailigen (i.e. is it created)