Transcript thankQ Technical Conference

thankQ Technical Conference
February 2013
Automation Specification – Email and SMS
Requirement
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Automated sending of Emails and SMS
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Definable Rules to govern content and when to send
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Include content specific to the contact (e.g. like merge fields)
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Process on a nightly basis
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Pretty content (emails only – HTML)
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Define sender details (email only)
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Send directly or hold in “Drafts”
Features
Automated Email / SMS Features
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Sending is performed nightly
● Emails via Outlook 2012
● SMS via thankQ’s SMS module
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New option: Automated Email / SMS
● Name of automation definition
● Type; Email or SMS
● Message definition
● Sending; direct or hold in drafts
● Validity Period;
● after a message is sent, how long to wait before another can be
sent (e.g. Birthday message would have a period of 1 year)
Message Definition
HTML definition with banner picture
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Email
Choice of banner picture determined
HTML definition with embedded
by set of rules defined in thankQ. Eg.
fields from thankQ (e.g. name,
Source-code of pledge will change
address, pledge description, pledge
the banner to reflect the livery of that
instalment, etc.)
project.
Header
Body Defn 1
Body Defn 3
Body Defn 2
Footer
Choice of narrative determined by
HTML
definition
withindetails
set of rules
defined
thankQ.
upcoming events and activities
Eg. For each contact,
Text & Picture based on program
HTML definition
with details of
Description
of program
progress
made on
project
to date
Value
of regular
giving
to date
including
embedded
Date
of regular
givingpictures etc.
Payment Type
HTML definition with links to website
Message Definition
●
SMS
Choice of narrative determined by set of rules
defined in thankQ. Eg.
Source-code of pledge will change the text to
reflect the information for that project.
Embed thankQ “merge” fields (e.g.
{LETTERSALUTATION}, {SOURCECODE} etc.
Cost, Development
Would you like to know more?
Contact:
and Timescales
Development / Cost / Timescale
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Cost: $ 5,000 excl GST
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Specification Available
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3 Clients can participate in development to influence / guide solution
● Purchase module
● 1 place remaining
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Timescale
● Development will commence in March
● First prototype for participating clients in May
● General release September / October