Send messages according to conditions

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Send messages according to conditions

You can configure sending several messages in a single E-mail with different content depending on a set of conditions. That is, in a single E-mail you can include several templates with a condition attached to each one. Bizagi evaluates each condition and sends the templates that meet the conditions.

 

To include several E-mail templates check the Multiple Messages box. This will create a new tab above the Subject field where you can add each template.

You can add as many messages as desired by clicking the last tab (the one marked with a star).

 

 

Multiple Messages 1

 

Each message has its own subject as well as its own template.

 

The conditions associated with each message are set in the Set Conditions option (in the upper right corner). When clicked, a new window will be displayed to define the different conditions. These must return a Boolean value, true or false, so Bizagi can identify which E-mails to send.

 

Multiple Messages 2

 

 

Example

Imagine you work in an electronic shop. When a customer buys a product his information will be stored in the shop's database. The Marketing Department will send him/her an E-mail some time later to offer promotions and discounts. The Marketing Department understands that men and women differ in their interest in products. According to the client´s gender a message will be sent offering selected products that the store has on sale.

 

1. Go to the Activity Actions option in the fourth step of the Process Wizard. Select the Activity in which the E-mail must be sent, click Add and select the e-Mail option.

 

Multiple Messages 3

 

2. Select the addressee.

Click To and include the E-mail address. In this case we select the customer E-mail address from the Process data.

 

 

Multiple Messages 4

 

 

3. Type a Subject and body for the first template.

 

Multiple Recipients5

 

3. Check the Multiple Messages box and click the last tab (the one with a star) in order to create another template.

 

 

Multiple Messages 6

 

4.  Include an addressee, subject and body for the second template. Then click Set Conditions.

 

Multiple Messages 7

 

5. Click the Condition link for the first E-mail template. A new window will be displayed to create the condition. The condition in the first template will evaluate if the customer is a Male.

 

Multiple Messages 8

 

6. Repeat the procedure shown in the previous step for the second E-mail template, evaluating whether the gender is Female.

 

 

Multiple Messages 9

 

7. Click Save.

 

 

Multiple Messages in Production

When a project has been deployed, some elements like Notifications will remain editable in the Development environment. However, to avoid possible problems with subsequent deployments, Bizagi restricts changes on some of these elements. For this reason, when a Notification with multiple messages is already in Production it will not be possible to delete or change the conditions. The template and the To field will remain editable.