xRM e-mail testing and sending

Test e-mail

We recommend a test before you send your message(s).

The content of the test e-mail is generated from a randomly selected address from the linked data records.

The test e-mail is always sent to the sender of the set e-mail account so that you can enter all the "correct" recipients before you send the test e-mail.

No e-mail about the results of the sending process is sent for the test.

E-mail account for sending

Several users can create, send or check e-mail campaigns. Each of these users must therefore have the same e-mail account. Make sure that the name of the account is identical with the one entered in the e-mail campaign data record.

As soon as the e-mail campaign has been sent, an e-mail with the results is send to the sender of the e-mail account. This sender also receives the test e-mail.

Sending e-mails without delay

The application server starts sending the e-mail message in the background.

The Status tab of the data record window automatically opens. A status bar informs you about the status of this process. You will also see how many e-mails have successfully been sent and how many have not been sent.

You can close the data record window of the e-mail merge, it will not influence the sending process. To check the sending progress, you can open the data record window any time and go to the Status tab.

Sending e-mails with delay

The Application Server checks every 5 minutes whether an e-mail campaign is waiting to be sent out. You cannot change this setting.

We recommend sending e-mails when the Application Server load is low, for example, at night.

If the sending process was interrupted by stopping the Application Server, whether intentionally or unintentionally, it is automatically resumed when the Application Server starts again.

A window opens.

Cancelling time-delayed sending

If the sending process has not started yet, you can deactivate the delayed sending at any time or change the time:

A window opens.

While sending an e-mail, you can open the data record window at any time and check the progress of sending on the Status tab.

Cancelling and resuming sending

Users need at least Edit rights to cancel the sending of an e-mail campaign. The user must also be logged on to the Application Server which sends the e-mails. Otherwise, you cannot cancel the sending process. Please contact your administrator for more information.

After creating an e-mail campaign, an unspecified link exists between the data record of the e-mail campaign and each recipient.

If an e-mail was sent to a recipient, the e-mail campaign recipient link type is entered instead of an unspecified link. You can thus see in the dossier to which recipients the e-mail has already been sent or not.

Status tab

The Status tab of the data record window opens automatically once you have started sending the e-mail campaign. A status bar informs you about the status of sending. You can see how many e-mails have been sent successfully and how many e-mails have not been sent.

After all e-mails have been sent, an e-mail is sent to the sender. The e-mail contains information on how many e-mails have been sent successfully and how many e-mails have not been sent.

While sending an e-mail campaign, any user can open the data record and check the progress of sending on the Status tab. This also applies if a user did not send the e-mail campaign themselves or if the sending of the e-mail campaign was started with delay.