White Marsh Work Email Management

WHITEMARSH DATA MANAGEMENT SERIES
Whitemarsh Work Management System

Email Management
Whitemarsh Information Systems Corporation
3/9/2016
1
TOPICS
Overarching Requirements
Major Data Structures
Major Processes
Clarion Application Code
NetTalk 9.06 Email Processing
3/9/2016
2
OVER ARCHING REQUIREMENTS
Non-Redundancy
Allowed Unknown non-critical parts
Quality Update and Deleting
Email Processing Alternatives
Single Sales-Event Emails

Multiple Sales-Events Emails
Bulk Email through Email-Lists
3/9/2016
3
NON-REDUNDANCY
One
fact in one place

Separate Data Structures of each main category
Relationships (among tables) to generate the
appearance of multiple instances of certain data
Ability, none the less, to have history.
3/9/2016
4
Allowed Unknown non-critical parts
Component Parts
First Name, Last Name
Possible Multiple Email Addresses
Organization Name
Telephone Numbers
Address
Combinations through Relationships
<person> with <email address> with <telephone number>
within <organization> at <address>
Critical Minimum: <email address>
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5
Quality UPDATE AND DELETIONS
Clear Selection within context

Emails of persons within right organization
Associations of Persons with Organizations
Addresses of Persons and Organizations
Atomic updating: Update one place causes changes wherever
used
Person updates across organizations
Organizations across persons
Addresses across persons and organizations
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6
MAJOR DATA STRUCTURES
Person Management
Organization Management
Email Address Management
Data Structures Integration
Key Email Data Structure Details
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7
PERSON MANAGEMENT
Email Type
Telphone
Type
Address
Information
Country
Role
Email
Telephone
Person Data
Source
Person
Contact
Information
Contact Information
Person
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8
ORGANIZATION MANAGEMENT
Address
Information
Role
Country
Contact Information
Organization
Organization
Contact
Information
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9
EMAIL ADDRESS MANAGEMENT

Email Type
Email
Person
3/9/2016
10
EMAIL GENERATION AND HISTORY
Sales Event
Email Body
Sales Event
Email
Sales
Event
Sales
Stage
Sales Stage
Email
Template
Sales Stage
Email
Template
Body
3/9/2016
11
DATA STRUCTURES INTEGRATION

Sales Event
Email Body
Sales Event
Email
Sales
Event
Sales Event
Person Contact
Information
Email Type
Telphone
Type
Email
Telephone
Person Data
Source
Sales
Effort
Sales Stage
Email
Template
Body
Sales Stage
Email
Template
Sales
Stage
Sales Effort
Organization
Contact Information
Address
Information
Country
Role
Person
Contact
Information
Person
Organization
Contact Information
Organization
Contact
Information
3/9/2016
12
KEY EMAIL DATA STRUCTURE DETAILS

Sales Stages
Sales Events
Sales Stages Email Templates
Sales Stages Email Template Bodies
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13
SALES STAGES
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14
SALES STAGE DATA
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15
SALES STAGES EMAIL TEMPLATES
3/9/2016
16
SALES STAGE EMAIL TEMPLATE DATA
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17
SALES STAGES EMAIL TEMPLATE BODIES
3/9/2016
18
SALES STAGE EMAIL TEMPLATE & BODIES
3/9/2016
19
SALES STAGE EMAIL TEMPLATE BODY DATA
3/9/2016
20
MAJOR PROCESSES
Sales-Event Based Single Email Generation
Bulk Email-List Email Generation
3/9/2016
21
SALES-EVENT BASED SINGLE EMAIL GENERATION
Single Sales-Event Email Generation

Multiple Sales-Event Email Generation
Sales-Event Generation and Processing
3/9/2016
22
SINGLE SALES-EVENT EMAIL GENERATION
Single Sales-Event Creation

Creation
of Sales Events
Person Assignments
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23
SINGLE SALES-EVENT CREATION
3/9/2016
24
SINGLE SALES-EVENT DATA
3/9/2016
25
SINGLE SALES-EVENT: PERSON ASSIGNMENT
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26
MULTIPLE SALES-EVENT EMAIL GENERATION
3/9/2016
27
MULTIPLE SALES EVENT: PERSON ASSIGNMENT
3/9/2016
28
SALES-EVENT EMAIL GENERATION & PROCESSING
Generate an Email for Sales Event

Process the Generated Email
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29
GENERATE EMAIL FOR SALES EVENT
3/9/2016
30
PROCESS GENERATED EMAIL
3/9/2016
31
BULK EMAIL THROUGH EMAIL LISTS

Bulk Email Work Screen
Pick an Email-List Category & Generate List
Generate Emails for Each List Entry
Process Generated Emails
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32
BULK-EMAIL WORK SCREEN
3/9/2016
33
PICK LIST CATEGORY AND GENERATE LIST

Pick the List, Uniqueness, and Press Generate Button.
Chugs for a while and presents the generated list.
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34
GENERATE EMAIL FOR EACH LIST ENTRY

Tag List Items as appropriate and then press Generate button
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35
EMAIL GENERATION AUTOMAGICALLY
Generates, but only if needed:

Sales Effort
Sales Events
Sales Event Person Contact
Sales Effort Organization Contacts
Employs already created
Persons
Organizations
Address Information
Creates Sales Event Email History with Resulting Status
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36
SEND EMAILS AND 5 SECOND INTERVALS
3/9/2016
37
GENERATED AND RECEIVED EMAIL
3/9/2016
38
CLARION APPLICATION CODE
Email Message Components

Header
Footer
Body
HTML Message
Text Message
3/9/2016
39
EMAIL TEMPLATE DATA STRUCTURE
Sales Event
Email Body
Sales Event
Email
Sales
Event
Sales
Stage
Sales Stage
Email
Template
Sales Stage
Email
Template
Body
3/9/2016
40
EMAIL MESSAGE HEADER AND FOOTER DATA
3/9/2016
41
CREATE EMAIL BODY QUEUE
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42
CREATE HEADER
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43
CREATE SALES EVENT FOOTER
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44
CREATE BODY FROM QUEUE
3/9/2016
45
ASSEMBLE RESULTING EMAIL
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46
NET TALK 9.06 EMAIL PROCESSING

Direct usage of Net-Talk Procedure Routine
Mapping data to Net Talk Columns
Posting back Email Results
3/9/2016
47
REVIEW AND SEND TAGGED EMAILS
3/9/2016
48
REVIEW PROCEDURE ROUTINE
3/9/2016
49
TIMING ROUTINE
Quick Window{Prop:Timer = 500} . Hence 5 seconds
3/9/2016
50
SEND SPECIFIC EMAIL
3/9/2016
51
RECORD SUCCESS RESULTS
3/9/2016
52
RECORD FAILURE RESULTS
3/9/2016
53
NET TALK SENDEMAIL PROCEDURE

SendEmail Procedure is 300+ lines of Magic
3/9/2016
54
MAPPING TABLES (DCT AND SENDEMAIL)
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55
OTHER TABLES REQUIRED
3/9/2016
56
FUTURE MODIFICATIONS
HTML links encased in Value String
Allow Persons to be Reference by Multiple
Email Lists
Email Header and Footer Templates
3/9/2016
57

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WHITEMARSH DATA MANAGEMENT SERIES

Whitemarsh Work Management System

Whitemarsh Information Systems Corporation

Whitemarsh Information Systems Corporation

OVER ARCHING REQUIREMENTS

Single Sales-Event Emails

Whitemarsh Information Systems Corporation

fact in one place

Whitemarsh Information Systems Corporation

Allowed Unknown non-critical parts

Quality UPDATE AND DELETIONS

Clear Selection within context

Whitemarsh Information Systems Corporation

MAJOR DATA STRUCTURES

Whitemarsh Information Systems Corporation

Whitemarsh Information Systems Corporation

Whitemarsh Information Systems Corporation

EMAIL ADDRESS MANAGEMENT

Whitemarsh Information Systems Corporation

EMAIL GENERATION AND HISTORY

Whitemarsh Information Systems Corporation

DATA STRUCTURES INTEGRATION

Whitemarsh Information Systems Corporation

KEY EMAIL DATA STRUCTURE DETAILS

Whitemarsh Information Systems Corporation

Whitemarsh Information Systems Corporation

SALES STAGE DATA

Whitemarsh Information Systems Corporation

SALES STAGES EMAIL TEMPLATES

Whitemarsh Information Systems Corporation

SALES STAGE EMAIL TEMPLATE DATA

Whitemarsh Information Systems Corporation

SALES STAGES EMAIL TEMPLATE BODIES

Whitemarsh Information Systems Corporation

SALES STAGE EMAIL TEMPLATE & BODIES

Whitemarsh Information Systems Corporation

SALES STAGE EMAIL TEMPLATE BODY DATA

Whitemarsh Information Systems Corporation

Whitemarsh Information Systems Corporation

SALES-EVENT BASED SINGLE EMAIL GENERATION

Single Sales-Event Email Generation

Whitemarsh Information Systems Corporation

SINGLE SALES-EVENT EMAIL GENERATION

Single Sales-Event Creation

Whitemarsh Information Systems Corporation

SINGLE SALES-EVENT CREATION

Whitemarsh Information Systems Corporation

SINGLE SALES-EVENT DATA

Whitemarsh Information Systems Corporation

SINGLE SALES-EVENT: PERSON ASSIGNMENT

Whitemarsh Information Systems Corporation

MULTIPLE SALES-EVENT EMAIL GENERATION

Whitemarsh Information Systems Corporation

MULTIPLE SALES EVENT: PERSON ASSIGNMENT

Whitemarsh Information Systems Corporation

SALES-EVENT EMAIL GENERATION & PROCESSING

Generate an Email for Sales Event

Whitemarsh Information Systems Corporation

GENERATE EMAIL FOR SALES EVENT

Whitemarsh Information Systems Corporation

PROCESS GENERATED EMAIL

Whitemarsh Information Systems Corporation

BULK EMAIL THROUGH EMAIL LISTS

Whitemarsh Information Systems Corporation