41 Mailers

This topic describes the information about Mailers option.

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 Administrator 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.

Administrator can maintain mailers in all supported languages, to ensure effective communication with customers in their preferred language.

Note:

Users can view mailer content (subject and body) in their currently logged-in language. If the administrator has not provided content in that language, the bank's default language will be used.
Pre-requisites
  • Transaction access is provided to System Administrator
  • Approval rule set up for Administrator to perform the actions

Figure 41-1 Workflow


Description of Figure 41-1 follows
Description of "Figure 41-1 Workflow"

Features supported in Application:

The Mailers module supports following features:

Navigation Path: Perform anyone of the following navigation to access the Mailers screen.

  • From System/ Bank Administrator Dashboard, under Communications widget, click Mailers.
  • From System/ Bank Administrator Dashboard, click Toggle Menu, then click Menu and then click Communications. Under Communications , click Mailers.

The Mailers screen appears.

  • Mailers - Search and View
    This topic describes the information about Mailers - Search and View option. Using Mailers – search option, System Administrators can search and view the list of mailers created in the application.
  • Mailers - Create
    This topic describes the systematic instruction to Mailers - Create function. This function allows the System Administrator to create mailers.
  • Mailers - Edit
    This topic describes the systematic instruction to Mailers - Edit function.
  • Mailers - Delete
    This topic describes the systematic instruction to Mailers - Delete option.
  • FAQ