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Send Automated Mail and Email from EX

Send Automated Mail and Email from EX. Ye Olde -Timey Proceffe Automationne. Section the First. How A MAIL MERGE IS DONE (WITHIN JENZABAR EX). An EX merge always starts with a Notepad action attached to an individual….

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Send Automated Mail and Email from EX

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  1. Send Automated Mail and Email from EX Ye Olde-Timey ProceffeAutomationne

  2. Section the First How A MAIL MERGE IS DONE (WITHIN JENZABAR EX)

  3. An EX merge always starts with a Notepad action attached to an individual…

  4. …that’s connected to a Merge Document definition. A Daily Procedure must be run to execute the Notepad action in question.

  5. The definition can be a “LETTER”, in which case the merge will be performed in Microsoft Word and can be sent out as either a physical letter or an email from the individual running the merge…

  6. …or an “EMAIL,” in which case the merge will be performed by EX’s Scheduler service and sent out over SMTP as a HTML email. EMAIL actions can have their recipients, subjects, and senders customized using fields in the merge’s data sources; LETTER actions cannot.

  7. Infomaker must be used to create the data source in either case. The format for EMAIL sources is particularly fiddly.

  8. Five things I’ve learned about the EMAIL data source: • Don't use CAST statements, as the system looks for 'AS' strings to identify field names. Use CONVERT instead. • Don't capitalize any of your 'AS' statements. Also, don't attempt to alias a table or field without using 'as.' • The name of the fields in the XML template in Infomaker will determine the name of the fields in the data file. • The name of the fields in the data file must match exactly to the name of the fields in the merge doc. And it's case-sensitive. • You must have the new_merge_id_file table in your query, and it must be referenced directly, unaliased.

  9. In a Word merge, you can use IF fields to perform simple text substitutions based on logical criteria and format your data in specific ways (i.e. dates, number formats, etc.)

  10. In an EMAIL merge, you have to insert custom text and perform all other logical operations and text formatting in the query, via calculated fields with CASE statements and/or text formats using CONVERT().

  11. En Fin

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