Add Schedule Job – Merged Email

This option can be useful if you need to send a message with data from a Report to your contacts.

You can also personalize your message by adding a contact field.

• Open the Schedule and click the Add Job button.

• Select E-mail – Merge .
• Click Next .
• Enter a Job description.

Add Contacts

• Enter E-mail addresses in the To field separated by , like Joe@1.com, frank@1.com.
• If you have a Merge Catalogue defined then you can assign contacts from it.

You can also define your Merge Catalogue for each Schedule Job individually.

• Click To .

• You can select multiple contacts by clicking the check box.
• If you want to send the E-mail to all contacts contained in the Merge Catalogue then select Always pull all records from the merge catalogue .
• Click Ok .

Write the Message

• Enter a message into the body area. You can enter text and also HTML code.
• To preview your HTML message click Preview HTML .

Settings

The DBxtra Schedule takes configuration default settings from the Schedule Project Configuration but you can configure each Job’s settings individually by clicking the Settings button.

Attach

• You can add attachments by clicking the Attach button.

The attachment can either be a DBxtra object like a Query or Report or any other file.

• Reports can be embedded into the Email body by selecting >Embed into Email body.

Important! By sending DBxtra Reports with this Job option, all your contacts will receive the same static Report.

See also: How to so send merged Reports to each contact.

• If you choose to attach a DBxtra Report select it from the drop down box and define in which format to send it.

Note! If a Report has an user-input Parameters , then when choosing it to be scheduled you’ll need to assign the Parameter.
The Report will be scheduled with the assigned Parameter.

DBxtra Queries can be sent as: Text; CSV, or XML file format.

DBxtra Reports can be sent as: PDF, HTML, Text; CSV, MHT, Excel, RTF, image or XML file format.

• Optionally select Zip files to compress files to be sent.
• Click Ok .

Merge Fields

You can add merge field to the Subject and Body.

• Double click the merge field from the right panel to insert it.

E-mail Test

• You can send an E-mail test to your self by clicking E-mail test .

This way you can check how the E-mail will arrive in your Inbox.

• When finished with the Jobs setup click Ok .

• Click Save.