In some cases, it may be necessary to include only some items
of customer account in your collection document (email, mail...).
To do so, go to the customer sheet and click the button "New action (out of collection scenario)
", then "Create a specific action
Select the items you want in your collection document and click « Next »:
. Select the filtered transactions and click on the button
to create a specific action
(no need to qualify items with a status
, just click « Next »).
Create your collection action (action type, date...) using If your customer account has a large number of transactions, it is preferable to carry out an advanced search to filter the transactions according to the desired criteria #Hashtag
dedicated to this type of action:
- #items_amount_selected: displays the amount of the selected items.
- #items_list_selected: displays a statement of account that includes only selected items.
Make an preview and validate, your specific action
including only selected items is created. You can send it now or later.
You can visualize in one click items attached to your specific action
## icon_info##It is possible to retrieve the content of an existing action to avoid having to create from scratch your email, or postmail. It is therefore particularly interesting to create in Settings
a collection scenario
dedicated to create templates for specific action
including above #Hashtag
Note that there are pre-defined templates in Settings / Manage collection scenarios
that you can retrieve and use.