View the User Manual - M&M Enterprises, Inc.
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1. list In the case where sending emails is halted or there is an error and Retry is not selected the modification asks you if you want to save the sent list lox Do you want to save the sent list If you click Yes the list of emails that have been sent is saved This list can be used the next time you send emails to skip the Customers that have already received emails In other words this is a method of resuming sending emails without duplicating emails to Customers NOTE THE SENT LIST IS NOT TIED TO A SPECIFIC PACKAGE IF A PACKAGE IS LOADED OR A SPECIFIC EMAIL THE SAVE SENT LIST DIALOG IS NOT DISPALAYED IF ALL EMAILS ARE SUCCESSFULLY SENT Using the Sent List If there is a saved sent list when the Send Emails button is clicked from the Email Customers screen this dialog is displayed lox Skip addresses that are on the last sent list If you select Yes then Customers who have already received an email will not receive another one If you click No then all Customers based on the Mark constraints will receive emails Page 13 of 14 M E amp M Enterprises Tue Document Revision 1 Viewing the Sent List Whenever emails have been sent and the process was successful halted or had an error the Show Sent List button will be available on the Email tab Email Customers ig x Mark Settings Email Settings Email ubject This is a test email2. Click the Send Sample button to send a sample email This allows you to see what your customers will be receiving The email is sent to the From address If the body contains any Customer information tags an eligible Customer s data is used for the tag replacement Click the Send Emails button to send the emails Progress information is displayed in the Status box Once Send Emails is selected the Halt button becomes active You can click Halt to stop the process When the Halt button is clicked a confirmation dialog is displayed there can be a delay before you see this dialog this is normal A Mark and Mail _ Oo x Are you sure you want to halt Click the Yes button to halt The Save Sent List dialog will be displayed see below If you click no emails will continue to be sent Errors and Retry Dialog If there is an error sending an email the Retry dialog is displayed A Mark and Mail Ioj x Error Connect has been reset by server The error is displayed along with the email address that mievineammenterprise net generated the error Retry last mail Click Yes to Retry Click No to stop sending emails If No is selected the Save Sent List dialog is displayed Page 12 of 14 M E M Enterprises Que Document Revision 1 Saving the Sent List The Mark n Mail modification keeps a list of the Customer s to whom emails have been sent This is referred to as the Sent
3. Show Sent List Status Done 3 Emails sent Load Body From File Send Emails send Sample Click the Show Sent List button to view the list of Customers that received emails Page 14 of 14
4. address How this is displayed to the Recipient varies with the email client being used Optional Example CustSvc isp net Attachment you can attach a file to each outgoing email by either entering or browsing for the file Optional Priority select the Priority The default is Normal Send Individual Emails Send Bulk Using BCC This setting determines how emails are sent If Send Individuals Emails is selected then each selected Customer receives their own email with their email address as the To address If Send Bulk Using BCC is selected then up to 50 Customers are added to the BCC list and then the email is sent This is a very important setting for a couple of reasons First sending individual emails to thousands of Customers can place a tremendous load on the email server However as you will see it is possible to have Customer information such as name address etc dynamically embedded in the email text at run time SMTP User ID Password these fields are only available with the Premium version of ASPEMail and are only used if the SMTP server requires authentication Use Queuing this feature is also only available with the Premium version of ASPEmail If Use Queuing is enabled then the ASPEmail component queues the emails The emails are sent by the EmailAgent exe utility This utility is part of the ASPEmail download Please see the ASPEmail documentation for more information IMPORTANT N
5. Customer is selected If an Aux field is select and the Aux field of any item in the Receipt range has any of the Aux field settings that are checked the Customer is eligible for selection If no other Receipt criteria have been entered the Customer is selected If more than one criteria has been entered the Customer must meet all the criteria in order to be selected For example if Purchase Total DCSes and Vendor Codes have been entered the Customer must meet the Purchase Total AND DCS AND Vendor Code criteria Marking Section Mark Field Settings Mark Customers l xX Customer Filter Receipt Fitter Marking The Marking section determines how the Customer Mark fields are set if a Customer is selected ark 1 C Set Mark 1 To C Reset Marki Ho Action The default is No Action This means the Mark field value is not changed ark 2 Set Mark 2 To Select the Set Mark x radio l button to cause a Mark field to C Reset Mark2 Ho Action be set if the Customer is selected Enter the value you want the field set to in the text box Mark fields are a maximum of 4 characters Select the Reset Mark x radio button to cause the Mark field to be set to blank if the Customer is selected Page 4 of 14 M E amp M Enterprises Tue Document Revision 1 Marking Customers When all the criteria have been entered click the Mark button to Mark Customers The status bar
6. If only a To value is entered Customers are selected if their purchase total is less than or equal to the To value Line item DCS VC or Aux field settings can also be used to select Customers To select Customers by DCS check the DCSes that are valid for selection To select by Vendor Code check all Vendor Codes that should be included for selection To use an Aux field setting select an Aux field from the drop down The settings for the Aux field will be displayed Check the Aux field settings that should be included for Customer selection Receipt filters are applied as follows All Receipts in the data range where the Customer is the Bill To Customer are included The Total of all Receipts including tax are added to form the Purchase Total value Page 3 of 14 M E M Enterprises Que Document Revision 1 If Purchase Total is checked and the total of all the Receipts is within the Purchase Total range the Customer is eligible for selection If no other Receipt criteria have been entered the Customer is selected If any DCS is checked and any item in the Receipt range has any of the DCSes that are checked the Customer is eligible for selection If no other Receipt criteria have been entered the Customer is selected If any Vendor Code is checked and any item in the Receipt range has any of the Vendor Codes that are checked the Customer is eligible for selection If no other Receipt criteria have been entered the
7. The body can be in HTML format Mark n Mail determines if the email is in HTML format by scanning the text for both lt HTML gt and lt HTML gt tags HTML format is NOT a premium feature of ASPEmail But using embedded images is a premium feature Embedding Customer Information Tags Customer information can be dynamically added to the body of the email at runtime For example the Customer s name or charge balance could be added to the email This is done by placing specific tags in the text whether regular text or HTML Mark n Mail replaces the tags with the Customer s information before the email is sent This feature can only be used if individual emails are being sent to customers Page 9 of 14 M EM Enterprises Tue Document Revision 1 The available tags are lt FirstName gt lt LastName gt lt Title gt lt FullName gt lt Company gt lt Address1 gt lt Address2 gt lt Address3 gt lt Zip gt lt Phonel gt lt Phone2 gt lt Infol gt lt Info2 gt lt Note gt lt StoreCredit gt This is the customer s current amount of store credit formatted as x xx for example 125 23 lt CreditLimit gt This is the customer s credit limit formatted as x xx for example 1000 00 lt CreditBalance gt This is the customer s credit balance formatted as x xx for example 342 67 lt UDF1 gt UDF1 is formatted as mm dd yyyy lt UDF2 gt UDF2 is formatted as mm dd yyyy lt UDF3 gt lt UDF
8. 4 gt lt UDF5 gt lt UDF6 gt lt UDF7 gt lt UDF8 gt lt Aux1 gt lt Aux2 gt lt Aux3 gt lt Aux4 gt lt Aux5 gt lt Aux6 gt lt Aux gt lt Aux8 gt lt Aux9 gt lt Aux10 gt lt Aux11 gt lt Aux12 gt Saving and Opening Packages The Save and Open buttons allow you to save and then re use entire email setups This includes the settings from every section as well as the Subject and Body of the email To Save a package click the Save button The Save Package dialog will be displayed Page 10 of 14 M E amp M Enterprises Tue Document Revision 1 x Package Name Enter or Select from List eroe gt E If this package has already been saved the name would appear here A list of saved packages appears here To save a package either enter the package name in the text box or if there is a list of package names select one from the list Click OK to Save the package Click Cancel to return to the Email Customers screen Click the Load button from the Email Customers screen to load an existing package The Load Package dialog will be displayed Open Package xX Select Package Names of packages that have been previously saved appear in the Select Package area Select a package and click OK to open the package The OK button is enabled when there are packages available Page 11 of 14 M E M Enterprises Que Document Revision 1 Sending Emails
9. M E M Enterprises Que Document Revision 1 User Manual Mark and Mail v2 1 For Retail Pro v8 52 and Above Overview M amp M s Mark and Mail modification allows you to easily Mark Customer records based on a variety of criteria and then send emails to Customers with email addresses This modification uses the Persits ASPEmail component to send the emails This component is a dll and must be installed and registered on every system that will be using Mark and Mail One version of ASPEmail is free and can be downloaded from www Persits com There is also a premium version of ASPEmail with additional features that is available for a fee Mark and Mail will operate with both versions When the premium version is installed the premium features are available in Mark and Mail See the Mark and Mail User Manual for more information IMPORTANT NOTE If your SMTP server requires Authentication in other words a User ID and Password are required for sending email the premium version of the ASPEmail component will be required There is a licensing fee for the premium version Please consult the Persits web site for pricing information Everything needed for installation except the ASPEmail DLL is provided in the MMMarkMail VVwv zip file VVvv is the version number Marking Customers POS gt Customers Select the Mark button from the side menu _ Ere aut Customer EE The Mark Customers screen will be displayed There are t
10. OTE Using queuing can significantly reduce the time spent in the Mark n Mail modification itself because the ASPEmail component is not actually sending each email Page 7 of 14 M E amp M Enterprises Tue Document Revision 1 Embedded Images Section The Embedded Images section is only available if you are using the Premium version of ASPEmail Embedded images are only used for HTML email where any images referenced by the HTML are included in the email itself Each embedded image is an image file gif jpg etc and is referenced by a content ID In the Embedded Images section you can enter or browse for a list of image files and enter the content ID for each file Email Customers i x This section is only used for HTML Email with embedded images Image File Content ID The file name can be entered directly in the Image File section or you can use the Browse button to find the file Content ID is entered directly in the Content ID column Click Add Row to add another row to the list Status Send Emails send Sample Hatt Page 8 of 14 M EM Enterprises Tue Document Revision 1 Email Section The Email section is where the actual email that will be sent is entered Email Customers f x ody Load Body From File Status Send Emails Enter the Subject line and the body of the email Click the Load Body From File to load the body text from a file
11. he AND OR radio buttons determine how the entries are combined With AND selected the Mark1 AND Mark2 entries must match the Customer s Marki and Mark2 fields With OR selected the Marki OR Mark2 entries must match the Customer s Markl OR Markz2 field respectively Email Settings Section Email Customers E E x Mail Settings Host SMTP From EMail From Hame i Hormal BCC To Opt Opt High Reply To Opt Attachment Browse f Send Individual EMails Send Bulk Email Using BCC SMTP User ID SMTP Password Use Queueing Status Send Emails The Email Settings section is used to enter the parameters needed to send the emails Fields with Opt next to them are optional Fields marked with an asterisk are only visible if you have the Premium version of ASPEmail Page 6 of 14 M E M Enterprises Que Document Revision 1 Host the name of the SMTP server Required Example smtp isp net From Email the email address the emails are sent from Required Example MyMail isp net From Name the name you would like associated with the email address Optional Example Our Company BCC To an email address that is added to every outgoing email as a BCC Blind Carbon Copy How this is displayed to the Recipient varies with the email client being used Optional Example MyMail isp net Reply To an email address that appears as the Reply To
12. hree sections to this screen Customer Filter Receipt Filter and Marking The Customer Filter and Receipt Filter sections set the criteria that determine which Customers are selected for marking The Mark section is where you set the values the Customer Mark fields are set to if the Customer meets the criteria Page 1 of 14 M E amp M Enterprises Tue Document Revision 1 Customer Filter Mark Customers xX Customer Filter Receipt Filter Marking ustomer Filters Zip Code From To Last Sale Date From finz To 11172006 Store Credit From fe To f Charge Balance From To UDF Hone From 117 2006 To 1417 2006 Aux Field Ho Aux Field In the Customer Filter section you can set up criteria for Customer selection based on the Zip Code Last Sale Date Store Credit Charge Balance Customer UDF field or Customer Aux field To use a field for selection purposes check the checkbox and enter either a single value or range of values For Zip Code the From and To values are used as entered They are not converted to numeric values If only a From value is entered the field must be greater than or equal to the From value for the Customer to be selected If only a To value is entered the field must be less than or equal to the To value for the Customer to be selected To match against a UDF field select the UDF field from the drop down If UDF1 or UDF2 are selected
13. the From and to values are dates For all other UDF fields the From and To values are text To match against an Aux field select the Aux field from the drop down When the Aux field is selected the Aux field settings appear in the box to the right You can then check the settings are you want to use If the Customer s aux field setting matches any one of the checked settings the Customer is selected Customer filters are applied in an AND sequence For example if Last Sale Date and Store Credit are checked the Customer must meet the Last Sale Date AND Store Credit criteria to be selected Page 2 of 14 M E amp M Enterprises Tue Document Revision 1 Receipt Filter Mark Customers xX Customer Filter Receipt Filter Marking Receipt Criteria Receipts From 118 2006 To 1118 2006 Use Purchase Total Purchase Total From To Line tem DOCS Line tem WC Line tem Aux Ho Aux Field In the Receipt Filter section you can set up selection criteria based on Receipt information Select a Receipt date range Only Receipts in the date range will be processed Check the Use Purchase Total box to select Customers based on a purchase total Only Receipts in the date range count toward to the purchase total Enter a From and To value for the purchase total If only a From value is entered Customers are selected if their purchase total is greater than or equal to the From value
14. wil report the progress as Customers are marked You can halt the marking process by clicking the Halt button Note that there may be a delay of up to 2 seconds before you see a response to clicking the Halt button Emailing Customers The Email functionality of Mark n Mail can be used independently of the Mark functions Click the Email button from the Customer List or Form View side menu to display the Email Customers screen K Mark iha Email Email The Email Customers screen can have up to four sections I Email Customers l x Note If you do not have the Premium version of the Persits ASPEmail component the Embedded Images section will not appear on your screen ustomer Mark Settings Markt AHD C OR Mark2 The available Email features are determined by the ASPEmail version Status Send Emails Send Sample Hatt Page 5 of 14 M E amp M Enterprises Tue Document Revision 1 Mark Settings Section In the Mark Settings section you enter the Mark field criteria that determine whether or not an email is sent to the Customer If the Mark1 and Mark2 settings are blank emails are sent to all Customers with an email address If only Mark1 has en entry then an email is sent if the Customer s Mark1 field matches the Mark1 entry If only Mark2 has en entry then an email is sent if the Customer s Mark2 field matches the Mark2 entry If both fields have an entry then t
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