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Former Member

Send Automated Emails via Webi Report

Hi All,

We have a requirement where we should send reminder emails to users when their payment is due. For this we have a table as shown below...

In the above table, customer Mike should get a notification email on 6th of December (12th Month) and likewise others. This table in the database gets loaded with new and updated data everyday and the report should refresh with new data and send notifications accordingly. The email body may include information such as ...

"Hello Mike, Thank you for being a valuable customer. This is a friendly reminder that your monthly payment is due on 12/06 (<Month>/<Day>). you can login to below link to make your payment. etc..."

We are planning to schedule this report to run everyday because we need latest data. As soon as the report runs, emails should go to customers who has their bill due on that particular day.

We are running on 4.1 SP5

Thanks in advance for your responses. 😊

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1 Answer

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    Former Member
    Nov 30, 2015 at 06:00 AM

    Hello R V,

    I guess its a Bit delay reply to your question. 😊

    But you can achieve this with help of Personalization and Dynamic Recipients under Publication.

    You have to create One Master Report which would have CustID and corresponding Email ID where you want to send Email Notification.

    Under Personalization --> Local Profile you can map Column of CustID from Master Report and your Actual Report and send notification accordingly.


    If you wan to restrict data, you can add Date filter so that notification can be send only 1 week prior.

    Regards,

    Sushil Padhye

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