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Automated Email and SMS Sending with Definable Rules and Pretty Content

This specification outlines the requirements for an automated system to send emails and SMS messages. It includes definable rules for content and timing, the ability to include contact-specific information, and the option to hold messages in drafts. The system should generate pretty HTML content for emails and allow for the definition of sender details. The sending process should occur nightly, with emails sent via Outlook 2012 and SMS messages sent through thankQ's SMS module. The specification also includes message definition options for HTML emails with banner pictures, embedded fields, and narrative rules, as well as options for narrative rules and embedded merge fields for SMS messages. The development cost is $5,000 (excluding GST), and the development timeline will be from March to September/October, with a prototype available for participating clients in May.

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Automated Email and SMS Sending with Definable Rules and Pretty Content

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  1. February 2013Automation Specification – Email and SMS

  2. Requirement • Automated sending of Emails and SMS • Definable Rules to govern content and when to send • Include content specific to the contact (e.g. like merge fields) • Process on a nightly basis • Pretty content (emails only – HTML) • Define sender details (email only) • Send directly or hold in “Drafts”

  3. Features

  4. Automated Email / SMS Features • Sending is performed nightly • Emails via Outlook 2012 • SMS via thankQ’s SMS module • New option: Automated Email / SMS • Name of automation definition • Type; Email or SMS • Message definition • Sending; direct or hold in drafts • Validity Period; • after a message is sent, how long to wait before another can be sent (e.g. Birthday message would have a period of 1 year)

  5. Message Definition HTML definition with banner picture • Email Choice of banner picture determined by set of rules defined in thankQ. Eg. Source-code of pledge will change the banner to reflect the livery of that project. HTML definition with embedded fields from thankQ (e.g. name, address, pledge description, pledge instalment, etc.) Choice of narrative determined by set of rules defined in thankQ. Eg. For each contact, Text & Picture based on program Description of program Value of regular giving to date Date of regular giving Payment Type HTML definition with details upcoming events and activities HTML definition with details of progress made on project to date including embedded pictures etc. HTML definition with links to website

  6. Message Definition • SMS Choice of narrative determined by set of rules defined in thankQ. Eg. Source-code of pledge will change the text to reflect the information for that project. Embed thankQ “merge” fields (e.g. {LETTERSALUTATION}, {SOURCECODE} etc.

  7. Cost, Developmentand Timescales

  8. Development / Cost / Timescale • Cost: $ 5,000 excl GST • Specification Available • 3 Clients can participate in development to influence / guide solution • Purchase module • 1 place remaining • Timescale • Development will commence in March • First prototype for participating clients in May • General release September / October

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