Page Comparison

What is Mailigen?

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{
  "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-mail
9. To 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.
    

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• 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 npm 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)

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