Report for a Mailer

Creating a Report for a Mailer

This example will run through how you could use a bespoke report to send a Mailer to a specific group of students.

Example: You wish to send a Mailer to all current Course Reps, who are in the School of Psychology, have given marketing consent and have not opted out of the "Elections News" Subscription Group.

Source Table:

Members (Mailers can only be sent from this Source)

Columns:

members.student_id
members.organisation_email

Criteria:

Criteria 1:

Field: members.id

Operator: In Database

Value:

    member_id,reps

    start_date|GREATER_THAN|1561849200

    rep_role_id|EQUAL|1

Meaning: Rep start date is greater than the timestamp entered, and the Reps pulled are Course Reps (Rep Role ID #1)

Criteria 2:

Field: members.id

Operator: Not In Database

Value:

    member_id,subscriptions

    subscription_name_id|EQUAL|1

Meaning: Students are not within the Subscription Group (Subscription Group contains names of students who have opted out).

Criteria 3:

Field: members.leaver_date

Operator: Equals

Value: 0

Meaning: Students are current. (When a leaver date is set, this means they have left the university)

Criteria 4:

Field: members.schools.code

Operator: Equals

Value: 13

Meaning: School of Psychology

Criteria 5:

Field: members.marketing_consent

Operator: Equals

Value: 1

Meaning: Has given marketing consent to receive Mailers.