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 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 >>nevaru ielikt te inline, tāpēc: OKed varbūt ir jēga atzīmēt beigās, kad actually nosūta no mailigen. Tas īsti neko nemaina, bet vizuāli tad redzētu, ka ar to kampaņu viss ir done, te var atstāt vienīgi to nočekošanu- 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
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