How to schedule an email job

 

 

  1. Start the Notes Sending Machine (on the menu select e-mail and then Notes Sending Machine).
     

  2. On the JOBS page, select a job to be scheduled (also see how to create an email job)
     

  3. Click the SCHED command on the row describing the job

     

  4.  a previously setup email job (or click the ADD command to add a new job). Check the SELECT checkbox in the leftmost column
     

  5. You can use the pulldown menu in the Message Name column to select a different message for this job
     

  6. You can use the pulldown menu in the Recipients column to select one of the available SELECT commands from your Record Selection Commands library.
     

  7. Click SEND NOW
     

  8. Create the post card message/format using a text or HTML editor, save as xxx.txt or .htm

  9. In email manager, create a new email message note in the library

  10. Import the note xxx.txt or .htm into the new message

  11. Add markup << >>> fields

     

Setup an SQL Select statement

 

  1. Setup an SQL Select to select all Prospects who are to receive the note

 

The email job

 

  1. Setup a job to send this email note to this SELECT group. Now that the job has been setup, it can be run at this time, scheduled, or run at some future time.

 

If run now

 

  1. click RUN

  2. Prospects with email addresses are sent emails

  3. leftovers (selected records without email addresses) have notes printed as post cards (or letters, per the format of the message and the paper/forms loaded into the printer).

 

If scheduled

 

  1. Schedule the job to run 1x a day, sending 100 (or whatever) notes per day

  2. Send the schedule to a batch machine for processing

 

The batch machine

 

  1. Operator started or setup to check batch queue at regular intervals

  2. Inspects the batch jobs queue

  3. Creates emails

  4. Send's (limited amount) of email notes each interval

  5. Leftovers (selected records without email addresses) have notes printed as post cards (or letters, per the format of the message and the paper/forms loaded into the printer).