A scenario template is a useful format for creating one generalized scenario that (with minor configuring), applies to multiple situations. The MonthlyNewsletter scenario was derived from a scenario template called QFScheduleMailing that includes all of the elements necessary for sending a mailing. To view the QFScheduleMailing scenario template, open the Scenarios > Scenario Templates screen, and select QFScheduleMailing.
As you can see, the template is made up of conditions with placeholders, indicated by parentheses. You could adapt this template to create a scenario that sends information about investing to brokers.
To create a scenario from this template:
In the ATG Control Center, open the Scenarios > Scenarios screen.
Select File > New Scenario to open the Create New Scenario wizard.
Select
QFScheduleMailing, and click Next.Place your scenario in the Quincy Funds root-level folder. Name your scenario “New Brokers.” Click Finish.
By selecting words and choosing from related drop-down lists, define the following:
Mailing Date: the 1st Monday of the month at 2:00am (Select the Weekday in Month option and then specify the first Monday.)
Mailing Group: brokers
E-mail: Select the Quincy Funds demo from the list of applications at the top of the window. The list at the bottom changes to show documents in this application. Select
/en/email/newsfeatures.html.
Click OK. The scenario opens and appears as follows:
The scenario you’ve just created sends an e-mail to brokers that discusses the new feature articles. For more information on scenario templates, see various sections in the Creating Scenarios chapter of the ATG Personalization Guide for Business Users.
