7 Replies Latest reply on May 4, 2011 2:38 PM by philmodjunk

    Customising the Email Campaign Management  built in solution help

    Ricardo

      Title

      Customising the Email Campaign Management  built in solution help

      Post

      Dear All,

      I'm quite new with Filemaker Pro. I got a basic knowledge about what is going under the hood. Tried but can't modify this "monster". Would you be able to help me with tweaking built in Email Campaign Management solution please. I'm using FM pro 11 on a Mac.

      I'm looking to clear indication in contact>contact details tab that email has been sent to this person. The best would be if the title of the most recent sent email campaign will be displayed. If it would be to much hassle could you point me in good direction please.

      Thank you Ricardo

        • 1. Re: Customising the Email Campaign Management  built in solution help
          bumper

          It has been a while since I looked "under the hood" at the email campaign solution and it is quite possibly the most advanced solution in the batch. But I can tell you how I do such things in db I write from scratch. I create an archive log table with fields for the document name, person sent to, date sent, etc. Then at the end of the loop from sending the email (or where ever it fits best in the script) I set the relevant data to variables (or reuse them if they have already been set) and go to the log table, create a new record, set the fields and back to the loop. You might want to trap for errors in case the email doesn't go out.

          You didn't say if you were going to use FM's internal SMTP to send the emails or a client. If you use a client and there are Applescripts to get the information out of the email client which could be imported into your Log table. Either way you then relate the Log table back to Contacts using the ContactsID and if you put a portal on the contacts layout you can peruse the emails sent to that contact.

          HTH, if not keep asking.

          • 2. Re: Customising the Email Campaign Management  built in solution help
            Ricardo

            Hi

            Thank you Bumper for reply. I'm using built in smtp mechanism to send email. I tried to add a field or portal but tables are not related to each other and this is the part where I'm stuck. If you or other people could take a look would be great.

            thanks a lot Ricardo

            • 3. Re: Customising the Email Campaign Management  built in solution help
              philmodjunk

              I tried to add a field or portal but tables are not related to each other

              You'll need to spell that out in a lot more detail. Identify the layout where you tried to do this and where you wanted to add the fiedl--both on the layout and in what table. Someone can then open up a copy of the starter solution and check what you tried to do against manage | Database | relationships to both figure out why it didn't work for you and also what to do so that you can get it to work.

              • 4. Re: Customising the Email Campaign Management  built in solution help
                Ricardo

                Thanks PhilModJunk for you reply.

                I tried the best I hope this will be useful. In picture below I'm looking to place portal/field which will contain the latest used name of email campaign where this record has been involved. If the field will be empty this would obviously mean that no mail has been sent to this record. Even field mail sent will be helpful.

                 

                When I tried to place field myself I've noticed there is no relationship between both tables. In the 2nd picture below you can see that contacts are in Contacts table (A) and information about sent emails is kept in Campaigns>Campaigns_History>Recipient list (B) I'm looking for help to have some info from table B displayed in layout from table A.

                If you could take a look please. Would be great.

                Thank you

                Ricardo

                • 5. Re: Customising the Email Campaign Management  built in solution help
                  philmodjunk

                  You can create as many table occurrence boxes in Manage | Database | relationships for the same data source table as you need to get the results that you need.

                  Since your layout is based on Contacts, you'll need to modify the lower group of relationships by adding new table occurrences for campaign_contacts, campaigns and campaign_History to get the relationship you'll need:

                  Contacts::ContactID = ContactsCampaign_Contacts::ContactID

                  ContactsCampaign::CampaignID = ContactsCampaign_Contacts::CampaignID

                  ContactsCampaign_History::CampaignID = ContactsCampaign::CampaignID

                  would allow you to place a portal to ContactsCampaign_Contacts on your layout and you can then place as many fields as you need to add detail from the ContactsCampaign and ContactsCampaign_History table occurrences.

                  Since Table Occurrence may be a new concept, you may want to read this tutorial before you try the above changes: 

                  Tutorial: What are Table Occurrences?

                  • 6. Re: Customising the Email Campaign Management  built in solution help
                    Ricardo

                    Hi PhilModJunk

                    Thank you for explanation, I tried follow you diagram and for me is not clear which are new table occurrences and which are existing one. Could you point me in good direction please.

                    Thank you and sorry for multiple questions. All this is a result of placing a Photoshop guy in front of Filemaker :-)

                    Ricardo

                    • 7. Re: Customising the Email Campaign Management  built in solution help
                      philmodjunk

                      In the above example, all the table occurrences that I listed are new except for Contacts.

                      If table occurrence is new term for you, you might read this tutorial: 

                      Tutorial: What are Table Occurrences?