41.2 Mailers - Create

This topic describes the systematic instruction to Mailers - Create function. 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. Navigate to the Mailers screen.
  2. Click Create.
    The Mailers - Create screen appears.

    Figure 41-4 Mailer - Create


    Description of Figure 41-4 follows
    Description of "Figure 41-4 Mailer - Create"

    Note:

    The fields which are marked as Required are mandatory.

    For more information on fields, refer to the field description table.

    Table 41-3 Mailer - Create - Field Description

    Field Name Description
    Mailer Code Specify the unique key to identify the mailer.
    Mailer Description The description of the mailer corresponding to the mailer code.
    Send Date The desired date and time for sending the mailer.
    Expiry Date The date and time on which the mailer will expire and it will stop appearing in the user’s mailbox.
    Priority The priority of the mailer.
    The options are:
    • Low
    • Medium
    • High
    Mail The following section displays the list supported languages in which Mailers can be maintain.
    Language Choose the preferred language in which mailer is to be defined.

    Drill down to add details of the mailer.
    Subject The subject of the mailer.
    Mail Body The content of the main body of the mailer.
    Recipients
    Send To The recipients of the mailer.

    The options are:

    • All Corporate Users
    • All Bank Administrator
    • All Retail Users
    • Segmented Users
    • Non-Segmented Users
    • List of User ID: This field is enabled, if you click the Add List of User ID button.
    • List of PartyID: This field is enabled, if you click the Add List of Party ID button.
  3. In the Mailer Code field, enter the mailer id.
  4. In the Mailer Description field, enter the mailer description.
  5. From the Send Date list, select the appropriate date and time to send the mailer.
  6. From the Expiry Date list, select the appropriate date and time on which the mailer will expire.
  7. In the Priority field, select the priority to send the mailer.
  8. Click on the Language for which you wish to maintain the mailer.
    The Content editor the mailer is displayed.
    1. In the Subject field, enter the appropriate subject for the mailer.
    2. In the Mail Body field, enter the appropriate content for the mailer.
  9. Perform anyone of the following actions:
    • To send the mailer, select the type of recipients from the Send To list. Click the viewdetails icon against the Segmented Users/ Non Segmented Users field to view and select the desired user.
    • Select the check box to select all the segmented users/ non segmented users.
    • Click Add List of User ID and enter the user ids, if you want to add specific user ids as mailer recipients.
    • Click Add List of Party ID and enter the party ids, if you want to add specific party ids as mailer recipients.
    • Click Save to save the details.
    • Click Cancel to cancel the transaction.
    • Click Back to navigate to the previous screen.
  10. Perform anyone of the following actions:
    • The Review screen appears. Verify the details, and click Confirm.
    • Click Cancel to cancel the operation.
    • Click Back to navigate to the previous screen.

    The success message of mailer creation appears along with the transaction reference number.

  11. Click OK to complete the transaction.

Parent topic: Mailers