Daily email reviewing all Contact Records created with potential email address errors
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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
To validate any contact where the email field contains data has the @ sign in that string. Also looking for spaces, multiple @s, multiple periods, other email field, etc. This alert checks newly-created contacts, it does not look for contacts that have been updated/changed.
Run Schedule: Daily, End of Day and Quarterly on 1st January, April, July, October
Type of Output: Email
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Sample
Sample
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Variables
Variables
Variable X: Enter Branch Number(s) for alert to trigger on (separate by comma or leave blank for ALL)
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Alert Functionality
Alert Functionality
1. Reviews Contact Records created or changed each day and notifies of any with potential email address issues/errors.
2. Runs daily at end of day for any qualifying Contact Records changed in last 30-days
3. Provides full complete list of ALL qualifying Contact Records (whether changed in last 30-days or more) QUARTERLY on 1st of month January, April, July, October at end of day. This full list ONLY sends to the emails listed in the To/CC/BCC/Teams Channel, does NOT send To Creator or any Branch Role(s).
4. Considers both the (1) 'Email' field and (2) 'Other emails' field:
5. Branch showing on alert email is per the Customer Record linked to the Contract Record:
6. If you are using filter VariableX to only consider specified branches, then please know if a Contact Record is NOT linked to a Customer Record, then that Contact Record will never be considered by nor report on the alert email.
7. If you wish for a contact to be excluded from this alert, add -decl- or --3rd Party-- to the email field (not the Other emails field) and this alert will ignore that Contact Record.
8. Will not trigger on blanks in either the 'Email' or 'Other emails' field, if there is a valid email in either field.
Send To
Send To
1. To Creator:
-Will send email to the creator/changer of the Contact Record of just the Contact Records their eAuto user touched. Requires their Employee Record to have a UserID. If not UserID, then no emails will send 'To Creator'
-Will NOT send the quarterly FULL list to the creator.
2. To Branch Role(s):
-Looks to branch assigned on Customer Record the Contact Record is linked to.
-Will send the quarterly FULL list to any Branch Role(s).
3. To/CC/BCC/Teams Channel:
-Will send one email per creator, per branch
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Best Practices & Tips
Best Practices & Tips
1. Please see THIS LINK on Best Practices for setting up Contact Records.
2. Be sure your eAuto Employee Records have a UserID on them to ensure we can report to you who is making the changes.
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Related Alerts
Related Alerts
ID221 - eAuto Users Not Setup Correctly
ID444 - List Of Contacts Created Sent To Designated User Assigned To Review Duplicates In E-Auto
ID479 - Inactivate Contact Records
ID735 - Duplicate Contacts
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