Create Document for Group
Use Create Document for Group to prompt the user to select a group and carry out a mail merge as part of the workflow process. You typically use this action with rules associated with wave items in the Campaign Management module. For example, this action allows the user or campaign manager to set up and send a mail shot to a list of prospects.
The table below describes Create Document for Group fields on the Workflow Action Details screen.
|
Field |
Description |
|---|---|
|
Type |
The action to be performed. |
|
Value |
The name of the document to be merged. If you leave this blank, the user can select a template when performing the merge. |
|
Order |
The order of the field on the screen for this workflow rule. Set the order of a field to move it to a different position on the screen and use New Line to move the field to a different line. |
|
Get Group From |
A prefiltered list of groups to choose from. For example, WaIt_Groups displays only those groups linked to the current Campaign Wave Item. |
|
Exclude Previous Recipients |
Displays the Exclude Previous Recipients checkbox on the workflow progress screen. If the user selects this checkbox, the new document is created only for people who meet the group criteria and who've not yet received the mail. |
