Automatic E-mail Notification based on Print Preferences in Mailchimp in the Integration Hub
The solution automatically sends the E-mail notification based on the configuration in the Print Preferences page.
Note
The Logged-in User E-mail id must be defined in the system.
The following documents are supported for automatic E-mail notification:
- Sales Quotation
- Sales Order
- Delivery
- Return Request
- Returns
- A/R Down Payment
- A/R Invoice
- A/R Credit Memo
- Purchase Quotation
- Purchase Order
- Goods Receipt PO
- Goods Return Request
- Goods Return
- A/P Down Payment
- A/P Invoice
- A/P Credit Memo
The add-on automatically pre-populates the E-mail content for all above documents in the E-mail body section. To modify the content, use the Placeholder.
Before sending the automatic E-mail notification the application checks the following setups:
- E-mail via HUB check box in Print Preferences
Select E-mail via HUB check box to send the E-mail notification to the business partners contact person used in the marketing documents.
- Send E-mail to all Business Partners check box in Print Preferences
If the E-mail via HUB check box is selected, then the application checks the Send E-mail to all Business Partners check box. If this check box is selected, then application does not perform other checks and send the E-mail automatically to the contact person used in the document.
- Send Marketing Document Notification via HUB check box in Business Partners Master Data
If the E-mail via HUB check box is selected, then application checks the Send E-mail to all Business Partners check box. If this check box is not selected, then application checks Send Marketing Document Notification via HUB check box in Business Partners. If the Business partners check box is selected, then the application sends the automatic E-mail notification, otherwise the E-mail notification will not be sent.
Related Articles
Print Preferences Setup for Mailchimp in the Integration Hub
In Print Preferences document the E-mail via HUB and Send E-mail To all Business Partners fields are available to send E-mail automatically through Mailchimp when document is added. To open the Print Preferences window, from the SAP Business One Main ...MailChimp integration with SAP Business One
The integration between Mailchimp and SAP Business One facilitates the manual E-mail notification, automatic E-mail notification based on print preferences, E-mail notification based on campaign generation wizard from SAP Business One. The ...Business Partner Master Data Setup for Mailchimp in the Integration Hub
In Business Partner Master Data window, a field Send Marketing Document Notification via HUB is available in the General tab. To open the Business Partner Master Data window, from the SAP Business One Main Menu, choose Business Partner --> Business ...Manual E-mail Notification in Mailchimp in the Integration Hub
The application allows a user to manually send the E-mail notification from any marketing document. Choose the Mailer icon on the marketing document to manually send the E-mail to the corresponding business partner contact person. In order to send an ...E-mail Notification for E-mail Type Campaigns in Mailchimp in the Integration Hu
The application allows to send the bulk E-mail notification through E-mail type campaigns using Mailchimp E-mail API. The target recipients are defined in the Campaign Generation Wizard and the E-mail is sent to the target recipients. To create ...