Difference between revisions of "How do I create a dynamic E-Mail?"

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{{Review}}
 
 
== Summary ==
 
== Summary ==
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This article will explain how to create a Dynamic [[How do I Send an Email from Platinum?|Email Message]]. This is a message which will be customised to include information which is gathered from the data within Platinum.
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This article explains how to create a Dynamic [[How do I send an email from Platinum?|Email Message]]. This is a message which you can customise to include data from Platinum.
  
 
== More Information ==
 
== More Information ==
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In order to create a Dynamic Email Message you will need to go to {{Menu|Messages}} at the top of Platinum on the {{Menu|Task Bar}} and then go to {{Menu|HTML|Manage Messages}}.
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Go to {{Menu|Messages}} at the top of Platinum on the {{Menu|Task Bar}} and then go to {{Menu|HTML|Manage Messages}}.
 
* Press {{KeyPress|F6}} or click the {{Button|Add}} button.
 
* Press {{KeyPress|F6}} or click the {{Button|Add}} button.
 
* On the new screen that appears you will need to do the following:
 
* On the new screen that appears you will need to do the following:
 
** Give the Message a {{DataPrompt|Description:}}.
 
** Give the Message a {{DataPrompt|Description:}}.
 
** Set the {{DataPrompt|From:}} to {{DataValue|Fixed text}}.
 
** Set the {{DataPrompt|From:}} to {{DataValue|Fixed text}}.
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*** Then enter an email address. ''(This will show when the message is received by recipient.)''
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*** Enter an email address. ''(This will show when the message is received by recipient.)''
 
** Set the {{DataPrompt|Subject:}} to {{DataValue|Fixed text}}.
 
** Set the {{DataPrompt|Subject:}} to {{DataValue|Fixed text}}.
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*** Then enter a subject for the email. ''(i.e. Black Friday Special.)''
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*** Enter a subject for the email - e.g. Black Friday Special.
 
** If your organisation is configured to include images using [[How do I include images in emails?|Platinum O]] then you can do the following, else skip the next step or {{SalesContact}}.
 
** If your organisation is configured to include images using [[How do I include images in emails?|Platinum O]] then you can do the following, else skip the next step or {{SalesContact}}.
 
*** Set {{DataPrompt|Top image:}} to a pre-set image using the {{DataValue|Drop down}}, else [[How do I include images in emails?#To upload a new image|add]] a new one.
 
*** Set {{DataPrompt|Top image:}} to a pre-set image using the {{DataValue|Drop down}}, else [[How do I include images in emails?#To upload a new image|add]] a new one.
 
*** Set {{DataPrompt|Bottom image:}} to a pre-set image using the {{DataValue|Drop down}}, else [[How do I include images in emails?#To upload a new image|add]] a new one.
 
*** Set {{DataPrompt|Bottom image:}} to a pre-set image using the {{DataValue|Drop down}}, else [[How do I include images in emails?#To upload a new image|add]] a new one.
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** Leave the {{DataPrompt|Print rec.:}} as {{DataValue|0}} default print record.
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** Leave the {{DataPrompt|Print rec.:}} as {{DataValue|0}} for the default print record.
 
** Do not set the {{DataPrompt|Recipients:}} unless you have a report that will generate your contacts.
 
** Do not set the {{DataPrompt|Recipients:}} unless you have a report that will generate your contacts.
 
**Set {{DataValue|Text source:}} to {{DataValue|Dynamic text}}.
 
**Set {{DataValue|Text source:}} to {{DataValue|Dynamic text}}.
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***Select the module where the report that has the ''"Dynamic text"'' is located.''<br>{{Example|text=An email message notifying customers by name that you have an invite only Black Friday sale on, would need to run from the {{RP}}. So you would need to select {{DataValue|{{RP}}}} in the drop down.)''}}
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**Select the module where the report that will give the information is located. (An email message notifying customers by name that you have an invite only Black Friday sale on, would need to run from the {{RP}}, so you would need to select {{DataValue|{{RP}}}} in the drop down.)
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***Finally you will need to enter in the {{DataValue|Code}} for the report that contains the ''"Dynamic text"'' ''(i.e. {{DataValue|<nowiki>~BF</nowiki>}})'', if you do not have a report already then you will need to create one. For more information on creating a report see [[How do I Create a Dynamic SMS Message?|here]] or {{SalesContact}} to have a custom report written to your specification.
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**Enter the {{DataValue|Code}} for the report that contains the text, ''(e.g. {{DataValue|<nowiki>~BF</nowiki>}})''. The {{DataPrompt|Output}} setting for the report needs to be set appropriately depending on the details that you are outputting. If you are outputting a single field or line of information, then this can be set to {{DataValue|I}} for Internal. If you want multiple lines of information from the report, then it should be set to {{DataValue|F}} for File. This will then output the message which you will be able to see before you send it.
  
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== See Also ==
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If you do not have a report already then you will need to create one.  For more information on creating a report see [[How do I create a dynamic SMS message?|here]] or {{SalesContact}} to have a custom report written to your specification.
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* [[How do I Send an Email from Platinum?]]
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== See also ==
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* [[How do I send an email from Platinum?]]
 
* [[How do I Assign an Email Address to a User?]]
 
* [[How do I Assign an Email Address to a User?]]
 
* [[How do I send bulk email messages?]]
 
* [[How do I send bulk email messages?]]
 
* [[How do I include images in emails?]]
 
* [[How do I include images in emails?]]
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* [[How do I Create a Dynamic SMS Message?]]
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* [[How do I create a dynamic SMS message?]]
  
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{{KB_Tags|Email, E Mail, E-Mail, HTML, Messages, Saved, Create, Dynamic, Specific, Unique, Custom, Personal, Information, Report, Reports, Generate, Generator, Send, Report Generator}}
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{{KB_Tags|email, e mail, e-mail, html, messages, saved, create, dynamic, specific, unique, custom, personal, information, report, reports, generate, generator, send, report generator}}
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{{KB_RGen}}
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{{How}}{{KB_RGen}}

Latest revision as of 05:33, 19 June 2019

Summary

This article explains how to create a Dynamic Email Message. This is a message which you can customise to include data from Platinum.

More Information

Go to " Messages" at the top of Platinum on the " Task Bar" and then go to " HTML Manage Messages".

  • Press <F6> or click the [Add] button.
  • On the new screen that appears you will need to do the following:
    • Give the Message a "Description:".
    • Set the "From:" to 'Fixed text'.
      • Enter an email address. (This will show when the message is received by recipient.)
    • Set the "Subject:" to 'Fixed text'.
      • Enter a subject for the email - e.g. Black Friday Special.
    • If your organisation is configured to include images using Platinum O then you can do the following, else skip the next step or Contact your Platinum dealer or our sales team on 0116 230 1500 or by using our website sales contact page.
      • Set "Top image:" to a pre-set image using the 'Drop down', else add a new one.
      • Set "Bottom image:" to a pre-set image using the 'Drop down', else add a new one.
    • Leave the "Print rec.:" as '0' for the default print record.
    • Do not set the "Recipients:" unless you have a report that will generate your contacts.
    • Set 'Text source:' to 'Dynamic text'.
    • Select the module where the report that will give the information is located. (An email message notifying customers by name that you have an invite only Black Friday sale on, would need to run from the Reports & Settings, so you would need to select 'Reports & Settings' in the drop down.)
    • Enter the 'Code' for the report that contains the text, (e.g. '~BF'). The "Output" setting for the report needs to be set appropriately depending on the details that you are outputting. If you are outputting a single field or line of information, then this can be set to 'I' for Internal. If you want multiple lines of information from the report, then it should be set to 'F' for File. This will then output the message which you will be able to see before you send it.

If you do not have a report already then you will need to create one. For more information on creating a report see here or Contact your Platinum dealer or our sales team on 0116 230 1500 or by using our website sales contact page to have a custom report written to your specification.

See also


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Keywords AND Misspellings
email, e mail, e-mail, html, messages, saved, create, dynamic, specific, unique, custom, personal, information, report, reports, generate, generator, send, report generator
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