Automate a mailer to a set of users
Requirement
Send season's greetings
automatically
to all the employees in an organization on the
chosen
day.
Use Case
In a typical
employee
management application,
the
Employees
form will track
employee
details. Sending emails is the official way of communication. Season's greetings can also be
sent by email, which can be scheduled to run on
specific dates based on the list of holidays
entered using the
Holidays
form.
Steps to follow
|
Form
|
Form Link Name
|
Field Type
|
Field Name
|
Field Link Name
|
|
Holiday List
|
Holiday_List
|
Date
|
Date
|
Date
|
|
Single Line
|
Occasion
|
Occasion
|
||
|
Employee
|
Employee
|
Name
|
Name
|
Name
|
|
Address
|
Address
|
Address
|
||
|
Date
|
Date Of Birth
|
Date_Of_Birth
|
||
|
Single Line
|
Department
|
Department
|
||
|
Email
|
Official_Email
|
Official_Email |
The
Official Email
field holds the email
address
to which the season's greetings will be
sent.
2. Add a few records to the
Holidays
form.
3. Create a schedule to run on the dates in the
All Holidays List
report.
Create a schedule
based on the
date field:
4. This schedule will be executed based on the
Date
field of the
Holiday List
form. This needs to be executed
once
on the dates in the
All Holidays List
report. (The dates may change
from year to
year, so
it is advisable to have a new list every year.)
5. Click
Add New Action
and select
Deluge Script. Add the below
sendmail Deluge code for triggering the season's greetings for every employee in the
All
Employees
report,
and click
Save.
- //Send mail to all the employees in the organization
- for each employee in Employee[ID != null]
- {
- sendmail
- [
- from :zoho.adminuserid
- to :employee.Official_Email
- subject :"Season's greetings!"
- message: "<div><img src=\" https://image.shutterstock.com/image-vector/seasons-greetings-brush-calligraphy-banner-260nw-1201986319.jpg\"> <br></div><div> Hi " + employee.Name) + ", <br></div><div> Here is wishing you the best this holiday! Happy " + input.Occasion + " from all of us!<br></div>"
- ]
- }
The above code sends emails on the dates entered in the
All Holidays List
report.
See how it works
Points to Note
-
An automated email to each employee on their birthday can also be implemented similarly. Create a schedule to run annually on the Date Of Birth field of the Employee form. Click Add New Action and select Notification > Send mail (since the email is to be sent to one employee at a time). Configure the email to be sent in Send mail and click Save:
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