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Hi!
I have many sales managers, each sales manager has many different clients.
I created an HTML report (each client has is own report and data) and I embedded the HTML in the email.
I run the report, the result was: each sales manager got one email with many reports embedded in it.
I would like to send to each sales manager a different email for every client.
how can I do that?
thank you!
hi
if you different e-mail for each customer
it means you'll need to create a recipient for each customer
the e-mail address for each customer will be his sales manager ,
it means that each sales manager will get a lot of e-mails each time
the reason is that each recipient gets one e-mail per task .
if you are willing to send the report as pdf or excel then you'll be able
to use cycle , that way each manger will get one e-mail with separate report for each customer as attachment
Hi Liron, TODA!
I did use cycle and added the report as an attachment, so each sales manager received more than one report attached but only one email..
that's not good enough, and I want to embed the html inside the email.
i'm not sure I understood technically how I can do that.
will I need to duplicate the sales manager email address for every client in the recipients list?
for example
salesManagerEmail | clientID |
naama@gmail.com | 1 |
naama@gmail.com | 2 |
naama@gmail.com | 3 |
liron@gmail.com | 4 |
liron@gmail.com | 5 |
thanks,
Naama
If a salesman has multiple clients, I would think it would be most effiecient to send them an email for all of their clients. There are several options - dynamic naming with the client being in the name of the report, an excel tempalte where each tab represents a client (convert to a pdf and each apge would represent a client)
and like Liron said, you will ahve to crate many recipients with the same email address - that will require a lot of maintenance each time new cutomers are added or assigned to othr sales people
hi
exactly
what i would do assuming you have all the data in qlikview
is building a table in qlikview and importing it automatically to nprinting
the table should have those columns
ID | Full Name | Filter | |
---|---|---|---|
rowno() | =CustomerName | SalesMan Email | ='CustomerName={' & CustomerName&'}' |
then setup an import recipient task
that bring the table automatically to nprinting and creates the recipients
what would happen if instead of attaching the report, you embedded it in the email isntead
thsi would then send out one email with multiple reports, but isntead of the reports being attached they would be embedded
How big is each report ? 1 pate, multiple apges?
i jsut ran a test using dynamic naming with html reports and had them emailed - without any filers I get 10 different reports embedded in my email - when I added a filter to the recipient I only had the reports embedded based on the filter