Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

Version 1 Next »

What is Mailigen?

Mailigen is newsletter creation and automation platform. Platform offers management of contact lists, creation of letter templates using WYSIWYG e-mail template editor, analysing campaign results and more. We can send Standard ERP customer letters such as announcements or adverts using them as delivery mechanism.

What are the benfits?

There are multiple benefits using Mailigen instead of delivery of e-mails through your SMTP server:

  • specialised delivery mechanism for mass mail - they make sure that everything is OK with spam filters and other issues that might arise when trying to send large newsletters out using normal SMTP server. In most cases it is not even allowed by the SMTP provider to send campaign letters
  • possibility to create beautiful e-mail templates for your letters with ease
  • tracking of your e-mail campaign such as who opened e-mails, who clicked on links etc. to be able to follow up and analyse efficiency of the campaign

Read more on Mailigen features

How to start with Mailigen

  1. You need to subscribe for a Mailigen account or start with a trial account
  2. You need to create an API key from Mailigen admin interface and send to us
  3. We will set up code for you that will be able to communicate with Mailigen from Standard ERP

After the technical set up is done you need to manually transfer your contacts from Standard ERP to Mailigen (automated transfer is planned in the future versions).

The logic is that you need one subscribers list per customer category and one for all of your contacts. When a new Customer letter is sent to Mailigen Standard ERP will ask Mailigen to use the appropriate list based on the selected Customer category in the Customer letter.

The Subscriber lists in Mailigen are expected to be named as the name (not code) of the Customer category in Standard ERP


In case you want to use the All Subscribers list you need to type All in the Customer letter. This is used as a safety mechanism so you don't blast out an e-mail to all subscribers by mistake

So for example if you have three customer categories in Standard ERP then you would create these Subscriber lists with appropriate names as shown in table:

Category codeCategory nameMailigen Subscriber list name
CUSTCustomersCustomers
PARTPartnersPartners
VIPVIP customersVIP customers


All

  1. It is very easy to create a list from SERP using flex.bi with a report definition like this:

    {
      "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":""}]
    }

    Link for all contacts of Burti: https://flex.bi/bi/accounts/80/cubes/HansaWorld%20CRM/reports/3333-all-customer-e-mails

How to send a letter from Standard EPR

  1. 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 for Jāņi called PAPARDES_ZIEDS:
  1. Create a new letter in CRM>>Register>>Customer Letters
  2. Select either specific customer or put an asterisk * in the customer field
  3. Select whether to send only to primary contact person or all of them
  4. Select customer category to send the e-mails to

    A contact list with the name (not code) of the category will be searched for in Mailigen

  5. 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
  8. Select the person that should be placed in the Reply to of the e-mail
  9. Check the list of the recipients via Operation>>Letter List. If happy with that mark the letter as OKed
  10. Run Operations>>Send Mailigen e-mail to start sending process
  11. Go to Mailigen to see if a new campaign has been created and is being sent
     

Each click on the operation will create a new mailshot for now so be carefull not clicking it too many times

Wishes

  • Require something in the Category field in the letter so that even for the list All I need to enter ALL in there. Currently way too easy to send to everyone...
  • Allow to send only one campaign from each letter - either by checking that there is not a campaign with the same name already in Mailigen or marking the Letter with some status
  • Some kind of feedback is needed after clicking on the on the Send Mailigen operation otherwise it is not clear at all what is happening
    Error rendering macro 'jira' : Unable to locate Jira server for this macro. It may be due to Application Link configuration.

Debugging

I found a decent way on how to debug this functionality:

  • There is contact Burti SIA in Category OTHER
  • There is contact list in Mailigen called BURTI darbinieki
  • If I rename OTHER from Citi partneri to BURTI darbinieki then I will have a match between the category and contact list name
  • Thus I can create a letter record like this to send test e-mails to Burti employees:
  • No labels