Click the E-mail link in the navigation bar to view the Targeted E-mail feature. This feature lets brokers create, edit, and review e-mail that is targeted to investors whose profiles match the message and who have indicated that they want to be contacted by e-mail.
Before you can test Targeted E-mail, you need to set the emailHandlerHostName property as described below:
In the ATG Control Center, open the Pages and Components > Components By Path screen.
Expand
atg/dynamo/service.Double-click
SMPTEmailto open it in a Component Editor.In the Properties tab, locate the
emailHandlerHostNameproperty.Change both Configured Value and Live Value to the name of your e-mail host. (A standard name is
mailhost.<companyname>.com.)
Click the Create new mailing link to open the new mailing page.
Select investors as your mailing audience.
Enter a fictitious Subject, Sender’s Address, and Mailing name.
Select a mailing template.
Click Send Mail.
Once you’re returned to the Targeted E-mail page, you can view all mailings you’ve sent. Click the Summary of sent mailings link. Your summary should have one entry. Return to the Targeted E-mail page.
The Edit content heading lists the e-mail templates in the making. Click a template to see the three variable fields that a broker can edit:
Text for conservative investors
Text for aggressive investors
Signature
When the site sends e-mail, investors identified as aggressive receive the text written for them, and conservative investors receive the text relevant to their investment style. You can create targeted e-mail templates with a variety of customizable fields. Return to the broker home page.
