Mass Mailing Settings and Options

Mass Mailing ID

Enter a name for the mass mailing.

Description

Enter the description of the mass mailing.

Lock Build Lists

Select this check box if you do not want to rebuild or change the mass mailing build list.

Date Prepared

Select the date the mass mailing was created.

Date Sent

Select the date the mass mailing was last sent.

Criteria Notes

Enter any notes detailing the mass mailing criteria.

Company ID

Displays the Emplifi Agent Company ID for which the mass mailing is being processed. This is the company that you are currently logged into.

Date Added

Displays when the mass mailing was originally added.

Changed Date

Displays when the mass mailing was last changed.

Added By User

Displays the name of the person that originally created the mass mailing.

Changed By User

Displays the name of the person that last changed the mass mailing.

Case Relation

Select the relationship of the address to the case. The available options are:

• None

• Caller- Includes the address of the caller that are entered on cases

• Other - Includes any "other" addresses that are entered on cases

• Both- Includes both the caller and the other addresses.

Include Secondary Address

Select this check box to include secondary addresses in the build results.

Creating a case where a Secondary Address is in the list will make the Primary Address the caller and the Secondary Address the Other Address. If an A-code is set to be updated, it is updated on the Secondary Address.

Only Active Addresses

Select this check box to include only active addresses in the build results.

Only Allow Survey Addresses

Select this check box to include only addresses with Allow Survey selected for the addresses on cases in the build results.

Allow Duplicate Addresses

Select this check box to allow duplicate addresses in the build results.

Random Sample Percentage

Enter a number 1 to 100 to specify the percentage of all addresses found to keep in the list. The Minimum and Maximum are then applied to this computed count. If the number of addresses found after applying all the filters exceed the computed count, the extras are chosen randomly in a uniform distribution and removed from the list, before saving the results. If the value is left blank, <1, or >100 the feature uses 100 as the percentage. A percentage of 100 means that they system returns all records up to the Maximum to Sample.

This option only applies during the list creation. Later operations still work against the saved list of addresses.

Example:
Percentage: 10%, Minimum: 100, Maximum: 1000

Minimum To Sample

Enter the minimum number of addresses to keep in the list. After applying the Percentage, if the count falls below this minimum, the system keeps the minimum instead of the percentage.

If this field is left blank or is <1, the minimum feature is ignored.

If the minimum is greater than the maximum value, the minimum is used as the maximum.

Maximum To Sample

Enter the maximum number of addresses to keep in the list. After applying the Percentage, if the count exceeds this maximum, the system keeps the maximum instead of the percentage.

If this field is left blank or is <1, the maximum feature is ignored.

Mass Mailing Type

Select the type of mass mailing being performed. The available options are: Export Addresses, Defined Letter, or Standard Letter.

Defined Letters can be emailed and attached to cases but cannot be printed or appended to cases. Standard Letters can be attached to emails as a file or emailed as body text, as well as printed.

Fulfillment Type

If the Mass Mailing Type is Standard Letter, select the type of fulfillment that is performed. The available options are: Send Email or Ready to Batch Letter. This field is only used if you are using a Defined Letter or a Standard Letter Mass Mailing. For a Defined Letter, this field defaults to Send Email and cannot be changed.

Email Subject

For Defined and Standard letters with a Fulfillment Type of Send Email, type the subject to use on each of the mass mailing emails. If left blank the system allows you to skip using a subject or to use the default Email subject in the Email Configuration Settings. For more information about email configuration, see Configuration: Email.

Email Sender

For Defined and Standard letters with a Fulfillment Type of Send Email, type the email address to use as the from address on the mass mailing emails. If left blank the system uses the default Email sender as defined in the Email Configuration Settings. For more information about email configuration, see Configuration: Email. If no default Email sender is available, you must enter an Email sender in this field.

Standard Letter ID

Select the Emplifi Agent standard letter ID to use with the mass mailing. This field is only used if you are using a Standard Letter Mass Mailing.

Send Standard Letter As Email Attachment

If Fulfillment Type is set to Send Email, select this check box if the letter is to be sent as an attachment. Clear the check box to send the letter as the body of the email.

If checked, it sends the HTML letter as an attachment and leaves the email body blank.

Enclosure Code

Enter the Emplifi Agent enclosure code to include with the mass mailing. Enclosures are used when printing standard letters. This field is only available if Fulfillment Type is set to "Ready to Batch."

Letter File Name

Click the arrow and select the file name of the letter to use with the mass mailing. Or, click the Upload button and the Select File to Upload window will display.

The file selected should contain text only. The system will open the file as a text file and copy the contents into the body of the email. It will not handle special formatting within the file correctly (such as found in HTML documents). No substitutions within the text will occur; the email will contain the text as it is in the file.

This field is only used if you are using a Defined Letter Mass Mailing.

Export To File

Click the arrow and a window will display for you to choose the folder and to enter a new file name. The file is created during the export of the mass mailing addresses. This field is only used if you are using an Export Address Mass Mailing.

Export Type

Select the file type to be exported. Valid values are Tab delimited text, Comma separated text, Excel, and XML. This field is only used if you are using an Export Address Mass Mailing.

Include Headers

Select this check box to include headers in the exported file. This check box is only used if you are using an Export Address Mass Mailing.

Phone Export

Select this check box to include phone numbers in the export. If phone numbers are to be exported, then only the types specified in the Phones (1, 2, 3...) are included. This check box is only used if you are using an Export Address Mass Mailing.

Phones
(1, 2, 3, and 4)

Select the Emplifi Agent phone type code to export for this column. Only one phone entry will be exported for each of the columns. These fields are only used if you are using an Export Address Mass Mailing.

Order By

Select the order of the mass mailing addresses in the export file. The addresses can be sorted ascending or descending by Case, Address ID, or Postal Code. This field is only used if you are using an Export Address Mass Mailing.

Case Usage Type

Select the type of case usage desired. The options are: Ignore (the default), Update, and Create.

When Update is selected, and an issue category is entered in the Category field, a new issue is created on the case.

Set Last Survey

Select this check box to specify that the last survey date should be set on the address record being processed.

Append Standard Letter

Select this check box to append the standard letter to the case.

This option is only available if the Mass Mailing Type is set to Standard Letter.

Attach Defined Letter

Select this check box to append the defined letter to the case. The Defined Letter will be uploaded to the attachment folder and added to each case as an attachment. The file is only uploaded one time and each case will point to the same attachment.

This option is only available if the Mass Mailing Type is set to Defined Letter.

Append Enclosure

Select this check box to append the enclosure to the case.

This option is only available if the Mass Mailing Type is set to Standard Letter.

Action Type Code

Select the action to perform on the case that added this address record to the mass mailing address list.

Refer To Rep

Select the user code to use with the action specified in the Action Type Code. This field is only available when you enter an Action Type Code.

Set Issue Address ID

When the system is set up to create a new issue for the Mass Mailing, selecting this check box will tie the address being sent to the new issue.

Category

Select the category name for the case value that the mass mailing will update. To add categories to the mass mailing, click the New Code button. If you want to include multiple case enclosures, add an enclosure category ID and enclosure code for each enclosure.

If you add an Issue Category, the Mass Mailing Utility creates a new issue regardless of whether you selected "Update "or "Create" in the Case Usage Type field.

CID

Displays the category ID associated with the category specified.

Code

Select the value, Yes or No, to set in the category specified.

Received Date (BF3)

BETWEEN

Day

This Period-180

This Period

Last Survey Date (AZG)

<=

Day

This Period-90

Received Date (BF3)

BETWEEN

Day

This Period-180

This Period

Last Survey Date (AZG)

IS NULL