KB: Managing Group Email Subscriptions - Revision history

Dina at 12:40, 8 July 2020

2020-07-08T12:40:07Z

Dina at 09:39, 19 June 2020

2020-06-19T09:39:08Z

← Older revision		Revision as of 09:39, 19 June 2020
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	//This script is meant for basic CommitCRM database manipulation. The samples included		//This script is meant for basic CommitCRM database manipulation. The samples included
	//here can be adjusted to include different data in the transaction; more information on		//here can be adjusted to include different data in the transaction; more information on
	//using XML can be found in ~~this link: http://www.commitcrm.com/wiki/~~API_Code_Samples#XML_samples.		//using XML can be found in API_Code_Samples#XML_samples

Dina at 14:15, 22 March 2020

2020-03-22T14:15:04Z

← Older revision		Revision as of 14:15, 22 March 2020
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	\| Internal CommitCRM Group Mail		\| Internal CommitCRM Group Mail
	\| This method allows you to create a static email message that can be emailed to the accounts list you’ve filtered, or all your accounts if the list is not filtered. The static message would not include any referenced database information; however, this method is the most quick and convenient way to send out group emails to your customers. This method includes optional fields for the Subject field and Attachments and requires Microsoft® Outlook® to be installed and configured.		\| This method allows you to create a static email message that can be emailed to the accounts list you’ve filtered, or all your accounts if the list is not filtered. The static message would not include any referenced database information; however, this method is the most quick and convenient way to send out group emails to your customers. This method includes optional fields for the Subject field and Attachments and requires Microsoft® Outlook® to be installed and configured.
	For more information see [[KB:~~_Sending_Group_Emails_to_your_CommitCRM_Accounts~~\|~~CommitCRM~~ Group Emails]].		For more information see [[KB:_Sending_Group_Emails_to_your_Accounts\|Group Emails]].
	\|-		\|-
	\|CommitCRM-MSWord Mail Merge		\|CommitCRM-MSWord Mail Merge
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	*[[Field_Customization#Creating_New_Data_Fields_to_the_Display\|Create new data fields]]		*[[Field_Customization#Creating_New_Data_Fields_to_the_Display\|Create new data fields]]
	*[[Import_Accounts\|Importing new accounts]]		*[[Import_Accounts\|Importing new accounts]]
	*[[KB:~~_Sending_Group_Emails_to_your_CommitCRM_Accounts~~\|~~CommitCRM~~ Group Emails]]		*[[KB:_Sending_Group_Emails_to_your_Accounts\|Group Emails]]
	*[[KB:_Emailing_your_customers_using_Mail_Merge\|~~CommitCRM~~ Mail Merge]]		*[[KB:_Emailing_your_customers_using_Mail_Merge\|Mail Merge]]
	*[[API_Code_Samples#XML_samples\|API Code Samples]]		*[[API_Code_Samples#XML_samples\|API Code Samples]]
	*[[Email_Templates\|Email Templates]]		*[[Email_Templates\|Email Templates]]

Robert at 11:06, 1 September 2013

2013-09-01T11:06:15Z

Reno: /* Unsubscribing Your Customers */

2010-03-09T18:59:00Z

Unsubscribing Your Customers

← Older revision		Revision as of 18:59, 9 March 2010
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	<br>		<br>
	==Unsubscribing Your Customers==		==Unsubscribing Your Customers==
	Sometimes customers no longer require some or all of your email newsletters, and need to be removed from the mailing list in the easiest manner; adding a note in the email telling your customer to reply to the email requesting the removal of the subscription by just typing the word Unsubscribe.		Sometimes customers no longer require some or all of your email newsletters, and need to be removed from the mailing list in the easiest manner; adding a note in the email telling your customer to reply to the email requesting the removal of the subscription by just typing the word '''Unsubscribe'''.

	This way you can set up an MS Outlook rule that automatically files the email in a special MS Outlook folder to be processed by an employee manually in CommitCRM.		This way you can set up an MS Outlook rule that automatically files the email in a special MS Outlook folder to be processed by an employee manually in CommitCRM.

Reno: /* XML Script */

2010-03-09T18:57:34Z

XML Script

← Older revision		Revision as of 18:57, 9 March 2010
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	<br>		<br>
	====XML Script====		====XML Script====
	The sample below changes the value of an email group subscription to "False"; effectively cancelling the subscription, using only the RECID (Unique Account Identifier) and the email group name.		The sample below changes the value of an email group subscription to "'''False'''"; effectively cancelling the subscription, using only the RECID (Unique Account Identifier) and the email group name.

	<pre>		<pre>

Reno: /* Automatic Links To Remove A Subscription */

2010-03-09T18:56:50Z

Automatic Links To Remove A Subscription

← Older revision		Revision as of 18:56, 9 March 2010
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	Preparation for this type of function would involve setting up an XML template that receives the information from the link and automatically emails the xml template to the Commit Email Connector, using a PHP script that we will also create with you. Once the Commit Email Connector receives the XML message; the system will immediately apply the transaction in the XML to the CommitCRM database. In this case; the transaction would be rather simple:		Preparation for this type of function would involve setting up an XML template that receives the information from the link and automatically emails the xml template to the Commit Email Connector, using a PHP script that we will also create with you. Once the Commit Email Connector receives the XML message; the system will immediately apply the transaction in the XML to the CommitCRM database. In this case; the transaction would be rather simple:
	* Step 1: Validate Transaction Authentication, using API Password.		* '''Step 1''': Validate Transaction Authentication, using API Password.
	* Step 2: Identify Customer using Customer RECID		* '''Step 2''': Identify Customer using Customer RECID
	* Step 3: Identify Email group to cancel subscription for		* '''Step 3''': Identify Email group to cancel subscription for
	* Step 4: Update value to "False".		* '''Step 4''': Update value to "False".

	'''Please note''': this is an advanced option for users with experience with web servers and PHP (or similar) scripting.		'''Please note''': this is an advanced option for users with experience with web servers and PHP (or similar) scripting.

Reno: /* Creating Your Link With CommitCRM Templates */

2010-03-09T18:56:02Z

Creating Your Link With CommitCRM Templates

← Older revision		Revision as of 18:56, 9 March 2010
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	When inserting your link into the template; make sure to use the following syntax:		When inserting your link into the template; make sure to use the following syntax:
	http://www.YourWebServer.com/script.php?group={email_group_Tech_Rec_ID}&recid={Account_Rec_ID}		<nowiki>http://www.YourWebServer.com/script.php?group={email_group_Tech_Rec_ID}&recid={Account_Rec_ID}</nowiki>

	'''Example: '''		'''Example: '''
	http://127.0.0.1/script.php?group=FLDUSRCRD2Z3U98RAJNY&recid=CRDCO94HUDF8JE06KGTG		<nowiki>http://127.0.0.1/script.php?group=FLDUSRCRD2Z3U98RAJNY&recid=CRDCO94HUDF8JE06KGTG</nowiki>

	If you use [[Email_Templates\|Email Templates]] or MS Word® Mail Merge to generate your news letters; then you can have the Account Record Identifier automatically added into each link sent to each customer within the newsletter; here's an example of how to set this in an email template:		If you use [[Email_Templates\|Email Templates]] or MS Word® Mail Merge to generate your news letters; then you can have the Account Record Identifier automatically added into each link sent to each customer within the newsletter; here's an example of how to set this in an email template:
	http://127.0.0.1/script.php?group=FLDUSRCRD2Z3U98RAJNY&recid=<CMTLBLDATA_FLDCRDRECID>		<nowiki>http://127.0.0.1/script.php?group=FLDUSRCRD2Z3U98RAJNY&recid=<CMTLBLDATA_FLDCRDRECID></nowiki>

	<br>		<br>

	==See Also==		==See Also==
	*[[Field_Customization#Adding_New_Data_Tabs_to_the_Display\|Create a new tab]]		*[[Field_Customization#Adding_New_Data_Tabs_to_the_Display\|Create a new tab]]

Reno: /* XML Script */

2010-03-09T18:55:10Z

XML Script

← Older revision		Revision as of 18:55, 9 March 2010
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	\| '''6'''		\| '''6'''
	\| Replace the-predefined-api-password with your own API password.		\| Replace the-predefined-api-password with your own API password.
	Learn more about it [[ API_by_Email_and_MSP_Integration#API_by_Email_.28XML_Formatted_Emails.~~29here~~]].		Learn more about it [[API_by_Email_and_MSP_Integration#API_by_Email_.28XML_Formatted_Emails.29\|here]].
	\|}		\|}

	<br>		<br>

	====PHP Script====		====PHP Script====
	Using PHP; you'll be able to retrieve the URL parameters, and insert them into the above mentioned XML script automatically; without user interaction. We have included a sample PHP script that can automatically insert the information from the URL directly into the XML template, to be automatically emailed to the CommitCRM Server.		Using PHP; you'll be able to retrieve the URL parameters, and insert them into the above mentioned XML script automatically; without user interaction. We have included a sample PHP script that can automatically insert the information from the URL directly into the XML template, to be automatically emailed to the CommitCRM Server.

Reno at 18:54, 9 March 2010

2010-03-09T18:54:13Z

Show changes

← Older revision		Revision as of 11:06, 1 September 2013
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	\|CommitCRM-MSWord Mail Merge		\|CommitCRM-MSWord Mail Merge
	\| This method allows you to create a static email template in MS Word, and to have that text populated with CommitCRM referenced account data. This data can be exported from anywhere in the CommitCRM database, and can be easily added to your template so that the message sent to each customer would include the data from the account that the email address came out of. This method is useful if your group email only needs database orientated information embedded in the message.		\| This method allows you to create a static email template in MS Word, and to have that text populated with CommitCRM referenced account data. This data can be exported from anywhere in the CommitCRM database, and can be easily added to your template so that the message sent to each customer would include the data from the account that the email address came out of. This method is useful if your group email only needs database orientated information embedded in the message.
	For more information see [[KB:_Emailing_your_customers_using_Mail_Merge\|~~Commit~~ Mail Merge]].		For more information see [[KB:_Emailing_your_customers_using_Mail_Merge\|CommitCRM Mail Merge]].
	\|}		\|}

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	<br>		<br>
	===Automatic Links To Remove A Subscription===		===Automatic Links To Remove A Subscription===
	You can offer your customers the option to automatically remove an email group subscription by clicking a link within the email message HTML email. In order for this to work; you would need a Web Server that supports a server side scripting option such as PHP (used in the samples listed below) and the ~~Commit~~ Email Connector.		You can offer your customers the option to automatically remove an email group subscription by clicking a link within the email message HTML email. In order for this to work; you would need a Web Server that supports a server side scripting option such as PHP (used in the samples listed below) and the CommitCRM Email Connector.

	Preparation for this type of function would involve setting up an XML template that receives the information from the link and automatically emails the xml template to the ~~Commit~~ Email Connector, using a PHP script that we will also create with you. Once the ~~Commit~~ Email Connector receives the XML message; the system will immediately apply the transaction in the XML to the CommitCRM database. In this case; the transaction would be rather simple:		Preparation for this type of function would involve setting up an XML template that receives the information from the link and automatically emails the xml template to the CommitCRM Email Connector, using a PHP script that we will also create with you. Once the CommitCRM Email Connector receives the XML message; the system will immediately apply the transaction in the XML to the CommitCRM database. In this case; the transaction would be rather simple:
	* '''Step 1''': Validate Transaction Authentication, using API Password.		* '''Step 1''': Validate Transaction Authentication, using API Password.
	* '''Step 2''': Identify Customer using Customer RECID		* '''Step 2''': Identify Customer using Customer RECID
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	The way this is going to work is that the customer clicks a link automatically generated specially for that customer when you send an HTML Email Template. This is done by placing the CommitCRM Account Value (i.e. unique technical identifier) within the link that you're sending (Explained below). Within the link is the URL to the PHP script (explained below), with the Account RECID.		The way this is going to work is that the customer clicks a link automatically generated specially for that customer when you send an HTML Email Template. This is done by placing the CommitCRM Account Value (i.e. unique technical identifier) within the link that you're sending (Explained below). Within the link is the URL to the PHP script (explained below), with the Account RECID.

	The PHP script needs to take that parameter, and inserts it into a predefined XML template to be emailed to ~~Commit~~ Email Connector; which in turn applies the XML transaction on the CommitCRM database (this is all part of CommitCRM API by Email). Each XML script can only be used on 1 specific email group; so if you use multiple groups, you'll need to create a PHP script and a matching XML for each group.		The PHP script needs to take that parameter, and inserts it into a predefined XML template to be emailed to CommitCRM Email Connector; which in turn applies the XML transaction on the CommitCRM database (this is all part of CommitCRM API by Email). Each XML script can only be used on 1 specific email group; so if you use multiple groups, you'll need to create a PHP script and a matching XML for each group.

	<br>		<br>
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	\|-		\|-
	\| '''5'''		\| '''5'''
	\| Replace youremail@yourdomain.com with the email address you want the XML response to. After a successful, or failure, processing of the XML formatted email, ~~Commit~~ Email Connector will send a status update (again in XML textual format) to the specified email address. This can be used for auditing purposes.		\| Replace youremail@yourdomain.com with the email address you want the XML response to. After a successful, or failure, processing of the XML formatted email, CommitCRM Email Connector will send a status update (again in XML textual format) to the specified email address. This can be used for auditing purposes.
	\|-		\|-
	\| '''6'''		\| '''6'''
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	//================================================================================================		//================================================================================================
	//INSTRUCTIONS: The following variables need to be adjusted in order to make the PHP script know		//INSTRUCTIONS: The following variables need to be adjusted in order to make the PHP script know
	//how to communicate with ~~Commit~~ Email Connector. The following information will tell the script where		//how to communicate with CommitCRM Email Connector. The following information will tell the script where
	//to send the XML; and how to identify the source address; Please adjust the variables to your own		//to send the XML; and how to identify the source address; Please adjust the variables to your own
	//preference.		//preference.
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	*[[Import_Accounts\|Importing new accounts]]		*[[Import_Accounts\|Importing new accounts]]
	*[[KB:_Sending_Group_Emails_to_your_CommitCRM_Accounts\|CommitCRM Group Emails]]		*[[KB:_Sending_Group_Emails_to_your_CommitCRM_Accounts\|CommitCRM Group Emails]]
	*[[KB:_Emailing_your_customers_using_Mail_Merge\|~~Commit~~ Mail Merge]]		*[[KB:_Emailing_your_customers_using_Mail_Merge\|CommitCRM Mail Merge]]
	*[[API_Code_Samples#XML_samples\|API Code Samples]]		*[[API_Code_Samples#XML_samples\|API Code Samples]]
	*[[Email_Templates\|Email Templates]]		*[[Email_Templates\|Email Templates]]