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 Personalization Guide for Business Users.