Overview
The Email Out feature provides a way for service providers to build a recipient list based on a given criteria and send out an email notification to these recipients. This is frequently used to do things like:
- advise users of a particular type of service that usage may not be delivered as expected
- advise customers of a change of invoice design
- advise customers of an outage on a network
- send marketing communications to users.
This feature is included in the Events module.
Emersion subscribers who subscribe to the SMS Events module can send out mass notifications via SMS using our SMS Out feature. Click here to lean more...
Business Rules
The following business rules apply to building the email notification recipient list.
Account-level contacts:
- Only contacts belonging to Active accounts are able to be included.
- Contacts must have a valid email address entered in their contact record.
- The contact record must still be in an Active status.
- Filtering on the Service Type will return Active services against the account in question.
- The State and Suburb fields will search the contact's address.
Service-level Contacts:
- Only contacts belonging to Active accounts are able to be included.
- Contacts must have a valid email address entered in their contact record.
- The contact record must still be in an Active status.
- Contacts retrieved will be a service contact attached to the service.
- Filtering on the Service Type will return Active services against the account in question.
- Filtering on the Service Subscription Status will only filter on services that also match the Service Type.
- Any searches on the Address Site Name and Suburb fields will search only the service address of the service.
- the Address Site Name and Suburb fields will not search the contact's address or the account's address (if the account is an Organisation).