Prepare customer mailouts and event notifications

Procedure

1. In the organizer’s message templates, create the supported email/SMS template and preview its object parameters using test data.
2. In CRM and marketing > Mailouts to customers, define the mailing group, sending method, subscriber/contact list and retention; review recipients before any dispatch.
3. Create the mailout document, check the group, content and exact recipients, and keep it in preparation while reviewing content and the intended recipients.
4. For event notifications, define the notification type/event/template and inspect the background schedule; verify one generated interaction and its delivery status.
5. Check generated Interactions and actual send/delivery outcomes, then verify duplicate-event behavior, subscription changes and retention settings before a schedule is enabled.

See also: Create a survey, record responses and analyse results, Create manual and rule-based customer or item segments.