Page Comparison

What is Mailigen?

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• 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"

The contact list in Mailigen will be automatically updated if:

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If a campaign has been created from the Customer Letter (Campaign status has to be "Campaign Created". If the Status is "In Progress", run maintenance "Mailigen campaign check" (button in 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 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)

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-mailCheck 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
9. atstāt vienīgi to nočekošanuTo check which contacts will be the recipients of the letter, use Operation >> Letter List
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. To check if the campaign has been created successfully, presss the button "Mailigen campaign check". If everything went well, the status of the letter will change to "Campaign created"
12. Click Open Mailigen campaign button to go to Mailigen and send the campaign
13. Once the campaign is done, OK the letter to indicate that it has been done. If there is an "Activity type" filled in the setting, then activities will be created for all of the recipients of the Customer Letter that currently match all of the criteria.
    

How to set up Mass Mail package on server

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