Schedule Job - E-mail Merge

This option can be useful if you need to send a message with data from a Report to your contacts.

You can also personalize your message by adding a contact field.

Main differences between E-mail Jobs

Job type>>>

E-mail &endash; Simple

E-mail &endash; Merge

E-mail &endash; Merge DBxtra Object

Insert merge fields into subject and message body

No

Yes

Yes

Attach DBxtra Objects

All contacts will receive the same Report

All contacts will receive the same Report

Each contact will receive the Report with his companies data

Attach static files

Yes

Yes

Yes

Take a look at the Schedule Job comparison table

Open the Schedule and click the Add Job button.

Select E-mail - Merge..

Click Next.

Enter a Job description.

Add Contacts

Enter E-mail addresses in the To field separated by "," like Joe@1.com, frank@1.com.

If you have a Merge Catalogue defined then you can assign contacts from it.

You can also define your Merge Catalogue for each Schedule Job individually.

Click To.

You can select multiple contacts by clicking the chec kbox.

If you want to send the E-mail to all contacts contained in the Merge Catalogue then select "Always pull all records from the merge catalogue".

Click Ok.

Write Message

Enter a message into the body area.

You can enter text and also HTML code.

To preview your formatted HTML message click Preview HTML.

Settings

The DBxtra .NET Schedule takes configuration default settings from the Schedule Project Configuration but  you can configure each Job's settings  individually by clicking the Settings button.

Attach

You can add attachments by clicking the Attach button.

The attachment can either be a DBxtra .NET object like a Query or Report or any other file.

Important! By sending DBxtra .NET Reports with the "E-mails - simple" Job option all your contacts will receive the same static Report.

Learn how to so send merged Reports to each contact.

If you choose to attach a DBxtra .NET Report select it from the drop down box and define in which format to send it.

DBxtra .NET Queries can be sent as: Text; CSV, or XML file format.

DBxtra .NET Reports can be sent as: PDF, HTML, Text; CSV, MHT, Excel, RTF, image or XML file format.

Optionally select "Zip files" to compress files to be sent.

Click Ok.

Merge Fields

You can add merge field to the Subject and Body.

Double click the merge field from the right panel to insert it.

E-mail Test

You can send an E-mail test to your self by clicking E-mail test.

This way you can check how the E-mail will arrive in your Inbox.

When finished with the Jobs setup click Ok.

The new Job will be added.

Finally click Save on the menu bar.

 

Related

The DBxtra Schedule Server

Configure a Schedule Project

Create a New Schedule

Jobs Comparison

Schedule Job - Simple E-mail

Schedule Job - E-mail Merge DBxtra Object

Schedule Job - Alert DBxtra Users

Schedule Job - FTP - DBxtra Object

Schedule Job - Export DBxtra Object

Schedule Job - Print DBxtra Report

Edit a Schedule - Job

Delete a Schedule - Job

Schedule Utilities

Logs

Schedule Recycle Bin

Schedule Server Security