Requirements

Use Case

Note: The page will be downloaded as a PDF via API and sent as an email attachment. 

Steps to Follow

1. Create a form with the following details to add customer details.
   

   Form	Form Link Name	Field Type	Field Name	Field Link Name
   Customer Details	Customer_Details	Name	Customer Name	Customer_Name
   		Email	Email	Email
   		Phone	Phone	Phone
   		Address	Address	Address
   		Decision box	Subscribe to monthly newsletter	Subscribe_to_monthly_newsletter

2. Create a page named Newsletter and customize it as necessary.
   
Note: It is not recommended to have embedded forms or reports in the page, as it restricts the the ability to download the page through the API.
1. 
   
3. Publish the Newsletter page that you want to send as attachment.
   
Note: Kindly refrain from including sensitive information on this page, as it will be publicly accessible to everyone via permalink upon publishing.
4. Create a schedule workflow to run on the first day of every month. Select the start date and time as the first day of a month and time as per your preference, here we have set date as 01-Dec-2023 and Time as 07:00:00 Hrs. Set the frequency of the workflow to run Monthly and name it as Email Newsletter.
   
   
5. Click Add New Action and select Deluge Script. Add the below script to the editor and save.
   

Note: Mail can be sent only to a maximum of 340 addresses at a time through Deluge send mail task through the below code. For handling more than 340 addresses, proceed to the next snippet.

1. Utilize the below script to send mail to less than 340 email addresses.
   

1. //Download the Creator page as PDF file using the invokeurl task.
2. fileResp = invokeurl
3.   [
4.    url :"https://creatorapp.zohopublic.com/export/<adminUserName>/<appLinkName>/pdf/<pageLinkName>/<encryptedKey>?isc5page=true"
5.    type :GET
6.   ];
7. //Fetch the email addresses of all customers subscribed to newsletter.
8.  emailList = Customer_Details[Subscribe_to_monthly_newsletter = true].Email.getAll();
9.  batchSize = 340;   //To determine the number of email addresses to include in each batch of emails.
10.  emailBatch = List();   //Empty list to store the email addresses for each batch. 
11.  index = 0;    //Counter to keep track of the number of email addresses that have been added
12. 
    
13. // Iterate over the list of email addresses and send email in batches. 
14. //If the index reaches the maximum batch size, send the email to the complete batch of 340 email addresses and reset all variables. Otherwise, add the current email address to the emailBatch and increment the index variable until the batch is complete. 
15. 
    
16.  for each  email in emailList
17.  {
18.   if(index >= batchSize)
19.   {
20.   sendmail
21.   [
22.    from :zoho.loginuserid
23.    to :emailBatch
24.    subject :"Zylker Corporation Newsletter"
25.    message :"Greetings form Zylker Corporation, We are thrilled to share our newsletter of November 2023 with you. Have a great day"
26.    Attachments :file:fileResp
27.   ] 
28.    emailBatch = List();
29.    index = 0;
30.   }
31.   emailBatch.add(email);
32.   index = index + 1;
33.  }
34. //If there are any remaining email addresses after the last batch, send them as final batch of emails.
35.  if (emailBatch.size() > 0)
36.  {
37.   sendmail
38.   [
39.    from :zoho.loginuserid
40.    to :emailBatch
41.    subject :"Zylker Corporation Newsletter"
42.    message :"Greetings form Zylker Corporation, We are thrilled to share our newsletter of November 2023 with you. Have a great day"
43.    Attachments :file:fileResp
44.   ]
45.   }

See How it Works

Related Topics

1. Understand publishing a page
   
2. invokeURL
   
3. sendMail
   
4. Understand Schedules