What is Mailigen?
...
- In Mailigen go to Settings > Webhooks
- Create 2 new Webhooks:
- One with trigger "email address changes", the second with trigger "unsubscribes"
- "List" should be the same list indicated in the setting
- "URL" should be ..([server)]/Web_JSON_Mailigen_Updating.hal?key=[key]
- The parameter "key" is required and should match the key defined in the field "Authentication key" in Mailigen settings
- In "Send updates made by" tick "a subscriber" and "account admin"
...
Tip | ||
---|---|---|
It is very easy to create a list from SERP using flex.bi with a report definition like this:
|
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 either a specific customer category or leave it blank to send the e-mails to all of the categories defined in the setting (if setting is blank, sends to all categories)
- 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
...
- 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)
- add needed HAL rules
- in SERP set up Timed Event MassMailCheckMn that will periodically update campaign status from Mailigen (i.e. is it created)
- Add Mailigen settings in CRM > Settings > Mailigen Settings
- Script runner - node (or full path to node, if just node does not work)
- Campaign file location path - location, where the generated campaign files will be located. These indicate, which campaigns have been created. Example - tmp-mailigen/. The folder must exist!
- Mailigen file location path - location, where the mailigen filed are located. In a previous step, the git/mailigen folder was linked to mailigen, so this should be mailigen/
- API key - From Mailigen > Settings > API keys
- Authentication key - should match the parameter "key" defined in Webhook call URL
- Main List Web ID - Mailigen contact list ID, that can be found in the URL, when the appropriate list is opened (https://admin.mailigen.com/contacts/dashboard/?id=XXXXXX, where X is a number)
Troubleshooting:
...