Steps Required
Have your System Administrator complete the following.
- Go to Setup > Correspondence > Triggered Correspondence in RMS.
- Select 'Add'.
- Enter a Description.
- Select the Correspondence Type of 'Email'.
- Select the required EDM Campaign.
- Select Additional Triggered Rules.
- Select the Triggered Action or Time.
- Enter any required Length of Stay.
- Select the Recipients.
- Save/Exit.
Info
EDM Campaigns sent as Triggered Correspondence are not included in EDM Reports.
Video
Visual Guide
Go to Setup > Correspondence > Triggered Correspondence in RMS.
Select 'Add' to create a new Triggered Rule.
Enter a Description.
Select the Correspondence Type of 'Email'.
Select the required EDM Campaign.
Select Additional Triggered Rules.
Select the Triggered Action or Time.
Enter any required Length of Stay.
Select the Recipients.
Select 'Save/Exit' to store the changes made.
