Emailing Forms to Customers
Description:
Auto Emailing allows for the abilities to:
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You set which forms will be enabled for emailing.
You can then establish which customers are eligible to receive those emails.
You set one or many emails on the customer record.
You trigger the send email feature after reviewing the forms that were sent to the spool.
Your customer receives the following email with the original form from AGRIS attached.
Sample Output:
Example from GMAIL of a sent email. All details within the email are configurable including colors.
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Getting Started:
What type of documents would be most valuable to send to the customer (Grain, Inventory, and Statements)?
Of that type of documents, which form will be most valuable to send to your customers?
Who is the target group to get these emails?
Will there be a chance that the target group may want one type of document and not another?
Once you have identified which form will be configured first, confirm that it is a Graphic Form and all groups agree that the look and feel of the form is what is needed for emailing to the customer.
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b. If significant changes need made in how the data is displayed, contact AGRIS support at 800-366-2474 or mysupport@culturatech.com
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3. Set email contact types
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e. You are now ready to enable your forms for emailing.
Enable Forms for Emailing
Go to Maintenance > Email Forms Maintenance
Insert a new form
Select a form from the list
Select email contact type.
Review remaining information on the page – Examples include:
Who should this show as the sender?
Is an email address configured to receive the emails?
What should the subject line state?
Review the HTML5 with any HTML5 editor to review the look and feel of the email.
Note that room may need reserved on the web server to host the pictures displayed within the email.
Quickly add the email addresses from your test group by using the email addresses button at the bottom.
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