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Tutorial 3: Insert a personalized attachment

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info_32 Note:

This feature is only available in the Enterprise Edition.

You can find a detailed comparison between the Small Business Edition and the Enterprise Edition here.

 

Follow these steps:

 

1.Choose 'recipient_icon2. Recipients' in the navigation.

 

2.Create a new recipient list or choose one of the existing lists.
The list should contain one column with unique  information to allocate the attachments to the correct recipient.
In this example the unique column is the name of the customer.

 

Tutorial_3_1

 

 

Create the attachments

 

3.Create the attachments and save all of them in the same folder on your PC.
The folder containing the attachments should look like this one.

 

tutorial_3_1a_en

 

 

Add the attachments

 

4.Create a Newsletter in step 'content3. Content'.
Then select the 'Attachment' tab.

 

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5.On the right side of the tab you can choose the file to attach by clicking the 'Browse...' button.
All files should have the value of the unique column from the recipient list in their name (as in this example customer1...customer15).

 

6.To keep the attachment variable for every recipient you have to insert the matching custom field in the name of the file.
Therefore select the 'Insert' toolbar and replace the unique part in the filename with a quick part.

 

tutorial_3_3

 

 

 

7.In the option 'Missing files' you can decide how SmartSerialMail will treat e-mails with missing attachments.
Do not send mail: a mail with a missing attachment won't be sent.
Ignore and send mail: a mail with a missing attachment will be sent anyway.

 

Tutorial_3_4

 

8.After creating all settings click 'Add'.
The attachment will be shown in the attachment list as usual.

 

 

View the result

 

Sending

 

9.The sending of the e-mail works as usual by clicking on step 'send5. Send Mail'.
If you set the option 'Do not send mail' in the 'Attachment toolbar', only mails with an existing attachment will be sent.
For all other mails there will be a failure notice in the log and the mail address will be marked as failure.

 

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10. Start the sending by switching to "send5. Send Mail''.

 

You can get more information in the help files under 'Content'.