Use mailing functions in a data extract in the IUIE
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Overview
In the IUIE, data extract screen titles denote the function being performed. Screens begin with one of the following prefixes:
- Basic
- Email Functions
- Notification Email
- Mail Merge
- Advanced
Select the mailing function
In the Basic screen, a
button appears when a datagroup's columns contain email addresses, and when a given IUIE user is in the relevant security group.Select
, and from the Email Functions screen, select a mailing function:- Notification Email: Send a form letter to each email address in the query results.
- Mail Merge: Send a form letter with data merged from query results.
Select the type of mailing you want to perform, or select
to return to the Basic screen.Screen information
Each data extract mailing screen is the Basic screen with additional information necessary for a given mailing function:
- For "Notification Email", enter an email message "Body", "Subject", and "From" field. You can replace the default values in these fields, as well as those in the "ReplyTo" and "Notify Upon Completion" fields.
- "Mail Merge" has the fields noted above for "Notification Email", as well as checkboxes to select columns for inclusion in result records.
For both mailing functions, a set of radio buttons allows you to select which mail address column will be included in output records as the first column. You must choose one of the radio buttons.
For the Mail Merge function, as you select each column, its technical name is added to the Field
listbox. Highlight an item in this box and select to add a reference to the value of that column to the body of the request at the current cursor location. Select to save a common query combination.
For both mailing functions, the "Additional Criteria" field from the Advanced screen provides more control of the returned set of addresses or merge records.
Execute the mailing
To proceed with the mailing, select
. You will see a confirmation screen, and the system will email the "Notify Upon Completion" address a message similar to the one that recipients will see. You will also receive email with a link to the Completed Report. If the preview email message appears satisfactory, complete the mailing:- Go to the Completed Report, either through the link in the email message or through My Catalog.
- If desired, view the full list of recipients and email content.
- Email the complete list by selecting . Email is not sent to all recipients until you complete this step. Any entry in the Completed Reports folder with an envelope icon has not yet been mailed.
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Last modified on 2024-05-24 13:24:03.