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What is Mailigen?

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1. 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
2. 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
   • If you are creating a classification list, indicate the specific classifications in the report window (TODO)
3. In Mailigen, create a new Subscriber list
   • Under List Actions, choose Custom fields to edit the fields in the list
   • Add a new field labelled "Contact" (this label can be named something else too) 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 like this:
   • 
4. To create a Main list:
   • 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 > Lists > My Lists - choose a List > Actions > Import  - choose the previously exported .xls file and import
5. To create a Classification list:
   • In the Mailigen Lists setting create a new row, indicating the list name, specific classifications and list web ID, as described below
   • Run the maintenance "Burti - Mailigen populate Contact Lists", which will update all the specified lists with the valid contacts
6. Once the list is created, copy the list ID that is displayed in the url, when the list is open and being viewed (https://admin.mailigen.com/contacts/dashboard/?id=XXXXXX , where X is a number).
   • If you are creating a Main list (list with all the contacts), save this ID in the Mailigen setting "Main list Web ID"
   • If you are creating a classification list, save this ID in the Mailigen lists setting column "Contact List Web ID" in the corresponding classification row

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1. In Mailigen, go to Settings > Webhooks
2. Create a new Webhooks:
   • "Trigger on" - tick "email address changes" and "unsubscribes"
   • "List" - should be the same list indicated in a setting (each webhook applies only to one list, for multiple lists create multiple webhooks)
   • "URL" - should be http://yourserver.com:port/Web_JSON_Mailigen_Updating.hal?key=[key]
     • Port is optional, only if needed 
     • The parameter "key" is required and should match the key defined in the field "Authentication key" in Mailigen settings - it can be whatever you decide
   • "Send updates made by" - tick "a subscriber" and "account admin"

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

If a contact's email gets changed through Mailigen, the contact in SERP with the previous email is found, and changed to the new one.

Contact updates from SERP to Mailigen

The Main contact list in Mailigen will be is automatically updated if:

• Contact is added, if:
  • A new contact is created, that matches the
  criteria (including the category indicated in the setting)
  • default criteria
  • An existing contact, that did not previously match the criteria, after updating now matches all of the criteria
• A contact Contact is removed from the list if it , if:
  • An existing contact previously matched
  all of
  • the default criteria, but after updating does not
  A
  • An existing contact is
  removed from the list if it is
  • deleted
• A Contact is updated, if the contact's emails 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 Classification contact lists in Mailigen are automatically updated if:

• Same default validations apply to classification lists, as with the Main list
• Contact is added, if:
  • A new contact is created, that matches the classifications defined in the Mailigen Classification lists setting
  • An existing contact's classifications changed, and previously did not match any classifications for the classifications lists, but now does
• Contact is removed, if the contact's classifications change, and he does not match the classification requirements anymore

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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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