To create a new bulk communication

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The procedure to create a new bulk communication is as follows:

  1. Navigate to Quick Menu > Communication Engine > Communication > Bulk Communications. The Bulk Communications window is displayed.
  2. Click on New Bulk Communication.
  3. Enter the name of the new Bulk communication into the field provided 1.
  4. Using the Module drop-down field, select a parameter value that matches the communication event e.g. Assets, Contacts, Rents, Repairs, etc.
  5. Using the Entity drop-down field, select an appropriate value from the filtered list to match the communication event 1.
  6. Using the Communication drop-down field, select an appropriate communication definition 2; the adjacent Recipient type field displays the linked recipient for the selected communication.
  7. Choose an Effective from date for this bulk communication i.e. the date on which it came into effect 3.
  8. Choose an Effective to date if the bulk communication is to be time bound; a blank field means the communication will never expire.
  9. Where a Scheduled bulk communication is required (an automated communication generated in accordance with a recurrence pattern), activate the tick box provided.
  10. Click on Save. The new bulk communication is displayed in the alphabetical list, underneath the associated generation management method i.e. Scheduled or Not Scheduled 4.


Tip

1 To aid in identification purposes, it is good practice to devise and uphold a consistent naming convention for all bulk communications.

Note

1 The Entity values available for selection are filtered according to the module linked to the bulk communication.

2 All components of a communication - the format, the style, the recipient-specific fields (merge tags), the output channels (Letter, Email, Text Message), the designated queue - are controlled within the communication definition.

3 The Effective from date defaults to the current system date and cannot be left blank.

4 To amend the details of an existing bulk communication, expand the generation method heading, select an associated communication (or type its name into the Search Bulk Communications field) and repeat steps 6 through 10.


See related topics...

Bulk communications creation overview

To add recipients to a bulk communication

To enter bulk communication parameter values

Communication definition management overview