From the main Knowtifier screen after logging in, click the Add button.
On the Notice Type screen, select the Email Report option and press Next.
Enable the notice by enabling the Notice Enabled checkbox.
Enter a meaningful name in the Notice Name textbox. 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. If the report does not rely on a anchor date field, enable the report does not require an anchor date field checkbox. Enabling this option will mean that the report will include all records that pass the filter criteria defined on the previous page. 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 enter a value of 7 days before, your report will include a list of records where the anchor date is 7 days from today.
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.
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 change the Reply To address of the email message, enable the Set "Reply To" Address checkbox and either enter the email address.
In the Email Address field, enter the email address of the person that will receive the report.
Select how often the report will be sent by selecting a value in the Frequency dropdown.
Click the Edit Report Columns to show columns of your choice in the report.
On the Column Settings dialog, first select the field you wish to display from either the Contact Field dropdown, or Custom Table Field dropdown if your record type is Custom Table. Click the Add button beside the dropdown to add the selcted field to your report. You may reorganize the fields by selecting one of the fields and press the Up or Down buttons. Once satisfied, click OK to save the columns, and press Next to continue.
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.