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 »:
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

. 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
#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:
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.