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What is Mailigen?

Mailigen is newsletter creation and automation platform. Platform offers management of contact lists, creation of letter templates using WYSIWYG e-mail template editor, analysing campaign results and more. We can send Standard ERP customer letters such as announcements or adverts using them as delivery mechanism.

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How to start with Mailigen

  1. You need to subscribe for a Mailigen account or start with a trial account
  2. You need to create an API key from Mailigen admin interface and send to us
  3. We will set up code for you that will be able to communicate with Mailigen from Standard ERP

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Tip

It is very easy to create a list from SERP using flex.bi with a report definition like this:

Code Block
{
  "cube_name": "HansaWorld CRM",
  "cube_reports": [ {
     "name": "All customer e-mails",
     "result_view": "table",
     "definition": {"columns":{"dimensions":[{"name":"Measures","selected_set":["[Measures].[Customer e-mail]","[Measures].[Customer primary contact]"],"members":null}]},"rows":{"dimensions":[{"name":"Customer","selected_set":["[Customer].[Customer].Members"],"members":null,"bookmarked_members":null}],"filter_by":{"conditions":[{"expression":["[Measures].[Customer e-mail]"],"operator":"matches","value":".+@.+"}]},"nonempty_crossjoin":true},"pages":{"dimensions":null},"options":{"nonempty":true},"view":{"current":"table","maximized":false,"table":{}}}
  } ],
  "calculated_members": [{"name":"Customer e-mail","dimension":"Measures","formula":"[Customer].CurrentMember.getProperty('E-mail')","format_string":""},{"name":"Customer primary contact","dimension":"Measures","formula":"[Customer].CurrentMember.getProperty('Primary contact')","format_string":""}]
}


How to send a letter from Standard ERP

  1. 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:
  2. Create a new letter in CRM>>Register>>Customer Letters
  3. Select either specific customer or put an asterisk * in the customer field to send for all customers matching other criteria
  4. Select whether to send only to primary contact person or all of the
  5. 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


  6. If applicable select one or more classifications to filter down the contacts accordingly
  7. Enter the subject of the e-mail
  8. Enter the template name from above in the field Document (e.g. USER-PASSWORDS)
  9. Select the person that should be placed in the Reply to of the e-mail
  10. Check the list of the recipients via Operation>>Letter List. If happy with that mark the letter as OKed
  11. 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
  12. Click Open Mailigen campaign button to go to Mailigen and send the campaign

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