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What is Mailigen?

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After the technical set up is done you need to manually transfer your contacts from Standard ERP to Mailigen (automated transfer is planned in the future versions).

The logic is that you need one subscribers list per customer category and one for all of your contacts. When a new Customer letter is sent to Mailigen Standard ERP will ask Mailigen to use the appropriate list based on the selected Customer category in the Customer letter.

So for example if you have three customer categories in Standard ERP then you would create these Subscriber lists with appropriate names as shown in table:

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. In order to do so, follow these steps:

• In the Mailigen settings indicate which customer categories should be included in the contact list, separated by a comma (Setting - Include only categories). If all customer categories should be included, then leave this field blank
• Run the report "Burti - Mailigen Contact List", which will return all of the customers that match the categories defined in the previous setting, and save it to an .xls file
• In Mailigen, create a new Subscriber list
  • Then, under List Actions, choose Custom fields to edit the fields in the list
  • Add a new field labelled "Contact" (this label can be modified) and name the Merge Tag "CONTACT" (this cannot be modified)
  • Do not change the Merge Tag of the default field "First Name". These are the required fields, other fields are optional. The list should look something like this:

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Once the list is created, copy the list ID that is displayed in the url, when the list is open and being viewed. Save this ID in the Mailigen setting "Main list Web ID", this will indicate which list to use when creating campaigns and making modifications.

The contact list in Mailigen will be automatically updated if:

• A new contact is created, that matches the criteria (including the category indicated in the setting)
• An existing contact, that did not previously match the criteria, after updating now matches all of the criteria
• A contact is removed from the list if it previously matched all of the criteria, but after updating does not
• A contact is removed from the list if it is deleted
• A contact's email, name or primary contact is changed

If a contact unsubscribes from the emails, he is automatically removed from the list and the checkbox "No Mass Emailing" is ticked.

The logic is that in Mailigen the complete contact list is stored and when creating Customer Letters it is possible to indicate a subsection of these contacts that will receive this particular Customer Letter. The recipients of the particular Customer Letter are sent to Mailigen, and only the recipients that are in the Mailigen contact list will be the recipients of the campaign email created from the Customer Letter.

In order to create Activities with the recipients of the Customer Letter as the contacts, add an Activity Type in the Mailigen settings.

If a campaign has been created from the Customer Letter and it is OKed, Activities will be created for all of the recipients of the Customer Letter that currently match all of the criteria.

{
  "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

   Select customer category either a specific customer category or leave it blank to send the e-mails to (or enter All to use special customer Subscriber list All)

   NoteA contact list with the name (not code) of the category will be searched for in Mailigen

   all of the categories defined in the setting (if setting is blank, sends to all categories)

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

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• If a mailigen.json file is created in the mailigen/ folder, with the corresponding letterNr, but a campaign has not been created, then that means that the HAL side has worked and the script has not been run - problem with either Script runner being defined incorrect or Campaign file location path. The folder must exist beforehand.
• If it is possible to run node from the command line in the server folder and it executes without errors, but it does not work when running from the Letter, then that means that the Script runner is defined incorrect. On a successful run, a file should be made in the defined Campaign file location (mailigen+letterNr_timenow)
• On the server, Mailigen-debug.log outputs all of the key information that might be useful (segment, campaign creation, list modification etc)