No. 746. January 3, 2025
ebroker: Scheduled Communications (Alarms) and Generated Communications (Notifications) – Sending grouped emails to clients
ebroker, it allows you Send a single email to a client with all the policies, receipts or claims that meet the specified conditions.
During the creation of Scheduled Communications (Alarms) y Generated (Notifications) type Email about the modules of Policies, Receipts y Accidents, now you have the box groupedBy checking this box, you will be able to Send a single email to a client with those policies, receipts or claims that meet the conditions indicated in the search filters, organized in a table.
Grouped mailings only allow you to select those email templates that have been created as grouped. When generating grouped templates of Policies, Receipts o Accidents en Control panel > Couriers > Email address > Templatesnow You can insert both individual merge fields and table fieldsThis way, you can customize the body text of the email and, in turn, report the records that meet the alarm conditions in a table.
You just have to go to ...
Interactions > Communications > Scheduled (Alarms)/Generated (Notifications) > New
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