Mailers

Mailers are information or messages published by the Bank, to communicate about the Bank’s Products, services and other information to its users. Bank may send mailers to announce a limited period promotional product rate, launch of a product or service, etc.

Using this option, the System AdministratorAdministrator is a set of individuals that administer the applicant/Affiliate entity. For example, Accountants, Authorized Signatories for organizations, Power of Attorney for individuals. creates Mailers which are sent to specific users, parties or user segments. Mailers can be customized to reach some or all users, to be sent now or on a specific date and time, in the future.

Pre-Requisites

• Transaction access is provided to System Administrator
• Approval rule set up for Administrator to perform the actions

Workflow

Features Supported In Application

The Mailers module supports following features:

• Search and View Mailers
• Create Mailers
• Edit Mailers (Only for Scheduled Mailers)
• Delete Mailers (Only for Scheduled Mailers)

How to reach here:

System Administration Dashboard > Communications > Mailers
OR
System/ Bank Administration Dashboard > Toggle menu > Communication > Mailers

Mailers - Search and View

Using Mailers – search option, System Administrators can search and view the list of mailers created in the application. System Administrator enters the mailer code or mailer description to search the user, however blank search is also allowed.

The information will be displayed sorted by Date of creation

To search the mailer:

• In the Mailer Code field, enter the mailer code to view the mailer details.
  OR
  In the Mailer Description field, enter the mailer description to view the mailer details.
• Click Search.
  The search results appear on the Mailers screen.
  OR
  Click Clear if you want to reset the search parameters.
  OR
  Click Cancel if you want to cancel the transaction.

To view the mailer details:

• In the Mailer - Search Results section, click the Mailer Code link of the record for which you want to view the details.
  The search results appear on the Mailers - View screen appears.

Mailer - View

• Click Edit to edit the mailer.
  OR
  Click Delete the delete the mailer.
  OR
  Click Cancel the operation and navigate the user back to ‘Dashboard’.
  OR
  Click Back to navigate to the previous screen.
  

Note: The Edit and Delete option is available only for Mailers that have a status as ‘Scheduled’.

Mailers - Create

This function allows the System Administrator to create mailers. The System Administrator creates the content of the mailers, specifies the date - when a mailer is to be sent, priority of the mailer, and the recipients to whom the mailer needs to be sent.

To create a new mailer:

1. In the Mailers screen, click Create. The Mailers - Create screen appears.

2. In the Mailer Code field, enter the mailer id.
3. In the Mailer Description field, enter the mailer description.
4. From the Send Date list, select the appropriate date and time to send the mailer.
5. From the Expiry Date list, select the appropriate date and time on which the mailer will expire.
6. In the Priority field, select the priority to send the mailer.
7. In the Subject field, enter the appropriate subject for the mailer.
8. In the Mail Body field, enter the appropriate content for the mailer.
9. To send the mailer, select the type of recipients from the Send To list.
   Click the against the Segmented Users/ Non Segmented Users field to view and select the desired user.
   OR
   Select the check box to select all the segmented users/ non segmented users.
   OR
   Click Add List of User ID and enter the user ids, if you want to add specific user ids as mailer recipients.
   OR
   Click Add List of Party ID and enter the party ids, if you want to add specific party ids as mailer recipients.
   OR
   Click Save to save the details.
   OR
   Click Cancel the operation and navigate the user back to ‘Dashboard’.
   OR
   Click Back to navigate to previous screen.
   

• The Review screen appears. Verify the details, and click Confirm.
  OR
  Click Cancel to cancel the transaction.
  OR
  Click Back to navigate to previous screen.

11. The success message of mailer creation appears along with the transaction reference number.
    Click OK to complete the transaction.

Mailers - Edit

This function enables the System Administrator to edit the mailer details.

Note: This option is available only for Mailers, which have status as ‘Scheduled’ (future dated).

To edit or update a mailer details:

1. Enter the search criteria, click Search.
   The search results appear on the Mailers screen.
   
2. In the Mailer - Search Results section, click the Mailer Code link of the record for which you want to view the details.
   The search results appear on the Mailers - View screen appears.
3. Click Edit to edit the mailer. The Mailers - Edit screen appears
   OR
   Click Cancel to cancel the operation and navigate the user back to ‘Dashboard’.
   OR
   Click Back to navigate to the previous screen.
   

4. View the defined values for fields, in an editable form.
5. Modify the required details.
6. Click Save to update the changes.
   OR
   Click Cancel to cancel the operation and navigate the user back to ‘Dashboard’.
   OR
   Click Back to navigate to previous screen.
7. The Review screen appears. Verify the details, and click Confirm.
   OR
   Click Cancel to cancel the transaction.
   OR
   Click Back to navigate to previous screen.
8. The success message of mailer update appears along with the transaction reference number.
   Click OK to complete the transaction.

Mailers - Delete

Using this option, the System Administrator can delete the mailer.

Note: This option is available only for Mailers, which have status as ‘Scheduled’ (future dated).

To delete the mailer:

• Enter the search criteria, click Search.
  The search results appear on the Mailers screen.
  
• In the Mailer - Search Results section, click the Mailer Code link of the record for which you want to view the details.
  The search results appear on the Mailers - View screen appears.
• Click Delete. The application prompt the System Administrator with a delete confirmation message with an option of Yes / No.

• Click Yes to continue.
  OR
  Click No to cancel the deletion process.
• The screen with success message appears. Click OK to complete the transaction.

FAQs

Can I attach a file while creating a Mailer?

No, option to attach files is not supported.

Till which date I can see the mailers which are already sent to the customers?

You can view already sent mailers till the date, data is available in the system. This will be based on the Bank’s purging policy.

Can I send mailers to specific customers?

Mailers can be sent to all the customers (Retail/corporate/Administrators), specific user segments or to specific user(s) by specifying the user IDs or party IDs.

Who will be the recipients of the mailers incase if mailers are targeted for specific party id(s)?

The users to whom the party ID is mapped as primary party will receive the mailers on scheduled date and time.

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