From the main Knowtifier screen after logging in, click the Add button.
On the Notice Type screen, select the Email Notice option and press Next.
Enable the notice by enabling the Notice Enabled checkbox.
Enter a meaningful name in the Notice Name textbox.
Click the Browse button near the Template Path texbox and select your template. If you do not have a template yet, please create one by following the steps documented in the Knowtifier Setup article. Click Next to continue.
On the Record Settings screen, select the Record Type that you wish to use. The Record Type setting depends on where your trigger field is located. If you wish to send out these emails based on a Contact field, such as Birthday; then select Contact. Othewise, select Opportunity, or Custom Table based on your needs. If you select Custom Table, select a Custom Table from the Custom Table Name dropdown.
In the Filter Criteria section, enter any criteria that will be used to exlude unwanted Contacts. Only Contacts that pass the listed criteria will be included in the email blasts. For example in the screenshot below, we are checking a field called "Email Permission". Only Contacts that do not contain the word "Denied" in that field will be included.
Click the Preview button to get a quick count of how many Contacts pass the listed filter. Click Next To Continue.
In the Trigger Settings section, select the trigger type from the top dropdown menu which will change how the notice will be triggered. We will cover these different Trigger types below.
If your notice will be triggered a certain number of days before or after a date field value in your database, select the Date Field option.
In the Field Name dropdown, select the date field that will be used as a trigger.
Click the Add button to add one or more day triggers. If you wish to trigger the notice if the date field value equals to the current date, enter 0 as the Day field value. Repeat this process to add as many triggers as you need. For example, if you are sending out renewal notices, you can add triggers for 30, 14, and 7 days to ensure the customer receives multiple notices of renewal before their service is shut down.
Day of Week
If your notice is not based on a Date field and you wish to send it to any Contacts that match the Filter Criteria on certain days of the week, select the Day of Week trigger type.
Select the required days from the list below.
Date of Month
If your notice is not based on a Date field and you wish to send it to any Contacts that match the Filter Criteria on certain days of the month, select the Day of Month trigger type. From the list select the day of the month you wish the notice to run on. If you always need the notice to run on the last day of the month, select the Last day of month from the list.
If you wish the notice to run any time a field is changed, select the Field Change trigger, and select the field from the Field Name dropdown. Note that Field changes are tracked once every 15 minutes.
Once a trigger is chosen, click Next to continue.
On the Email Settings screen, enter an Email Subject. As required, enter any CC or BCC addresses in the provided fields. If you wish to CC or BCC the record managers of the Contacts rather than entering a static email address, enable the CC Record Manager or BCC Record Manager checkboxes as required.
If you wish to change the Reply To address of the email message, enable the Set "Reply To" Address checkbox and either enter the email address, or enable the Record Manager's address checkbox to use the record manager's email.
In the Email Address section, enable the Use primary contact email address. This is the main E-mail field in Act and will be enabled for most notices. If you wish to CC other email addresses, enable the Use contact fields checkbox, and select any additional email fields. If you are using a record type of Custom Table, you can also enable the Use Custom Table fields checkbox and select one of the fields in your custom table. Click Next to continue.
In the History Settings section, enable the Record History checkbox to create a history record when a notice is sent. Select a History Type from the dropdown. If you wish to record the full email message to history, enable the Attach message file to history checkbox however, this will increase the size of your database's Attachments folder overtime.
Click Next to continue.
In the Additional Actions section, Knowtifier can perform a few additional actions once an email is sent such as creating an Activity, or updating a field.
If you wish to create an Activity, click the Add button in the Activity Settings section.
In the day settings area, select the day the activity will be created on from the dropdown. If you do not wish to send an email and only wish to use this notice to create an activity, enable the Do not send an email on this day checkbox.
Select the Activity Type from the dropdown menu.
Enter a number for the Start and End Date fields. This number will be subtracted from the trigger date's value in order to get the new Start/End Date. For example, if you are setting up a renewal notice and you are sending out a renewal notice 7 days before the renewal, you can enter 1 in the Start and End Date fields so that an activity is created for 1 day before the renewal date.
Populate the rest of the activity fields similar to the native Act activity settings and press OK to save this activity setting.
Back on the Additional Actions screen, if you wish to update an Act field once the email is sent, click the Add button on the Field Updates section.
Select the Record Type, Field, and Value and press OK to save the changes. This process can be repeated in order to update multiple fields. For Yes/No fields, you can simply enter True or False as the value.
Press Next on the Additional Actions screens, and finally click Finish to save the notice.
To save the notice to disk so that the Knowtifier service can load your changes, press the Apply button.