By using Xpoda Assistant, you can send e-mails of any content to specified e-mail addresses. If you wish, you can make the mail sending process a condition, and you can make the assistant work as long as this condition is met.
Assistants must be installed in order for your assistants to work. You can access the assistant setup document from the link below.
https://docs.xpoda.com/hc/tr/articles/4408348319250-Xpoda-Assistant-Kurulumu
For this, first of all, you need to log in to studio.xpoda.com with your user information. After logging in, the Assistant option should be selected from the fields on the left menu.
Assistant splash image:
Features:
Record List: In this area, you can see your assistants that you have defined before. You can make changes for the assistants you have defined by making a selection.
Name: The assistant is given a name.
Type: The action to be taken by the assistant is selected. Send Mail is selected for sending mail.
Active: It is determined here whether the assistant is active or not. If the check mark is not clicked, the assistant will not work.
Note: You can deactivate the active feature here when you do not want to use the assistants instead of deleting them.
Mail Query: If you want to use dynamic data in the content of the mail or the people to whom the mail will be sent, you must write a query in this field.
Heading: The subject of the e-mail you will send is written in this field. If you wish, you can bring the value you have sent from the Mail Query field to this field with the expression "$P".
To Whom: To whom the mail will be sent is written in this field. If you wish, you can get a fixed e-mail address or dynamic e-mail addresses with "$P" from the mail query field.
CC: The e-mail addresses that you want to add to CC are written in this field. If you wish, you can get a fixed e-mail address or dynamic e-mail addresses with "$P" from the query written in the mail query field.
BCC: The e-mail addresses that you want to add to BCC are written in this field. If you wish, you can get a fixed e-mail address or dynamic e-mail addresses with "$P" from the query entered in the mail query field.
Content: This is the area where the mail content will be created. Fixed information can be written in this field or dynamic content can be drawn with “$P” from the query written in the mail query field.
HTML File: It allows sending e-mails with a special design template.
Sender Parameters: If the e-mail to be sent is to be sent from a different e-mail address, these fields must be filled in order. If this field is left blank, the system will send the mail using the values in the GENERAL_SETTINGS field.
E-Mail Address: The e-mail address to be sent is written.
Mail Host: Incoming host information of the mail service used is written.
Note: Sending Mail in Xpoda Assistant only works on incoming mail servers and POP supported mail servers. So don't forget to fill in the Host field as pop.mailserver.com.
Mail UserName: The mail address is written. The value entered here is the same as the value entered in the e-mail address.
Mail User Psw: The password of the e-mail address to be sent is written.
Mail Port: Incoming port information of the mail service used is written.
Working Condition Area
It is determined that your assistant you have defined will work at what time intervals and how many minutes depending on the condition you have written.
Start Date: The date that the assistant will start is selected.
End Date: The date on which the assistant will end his/her job is selected.
Minute: It is written how many minutes the assistant will take action. The assistant's working time is based on minutes.
Run Condition: It is the area where you can run the assistant depending on any condition. A query expression is written in this field. The query you have written here will be triggered every minute you specified above. As long as the return value result from the query is 1, the assistant works. Here you can connect the work of the assistant to different conditions by differentiating the query. You can also make it always work by giving it a fixed value. For example: “SELECT 1”
Error Information: If there is any problem in the work of the assistant, it is written to which e-mail address the problem will be forwarded. You can use this feature especially in error tracking.
Example Usage:
A new assistant named Xpoda Mai Trial has been defined and its type has been changed to send mail. With the query written in the Mail Query field, the To whom to go and e-mail address have been made dynamic.
Heading alanına sabit bir değer olacak şekilde “Doldurulması gereken belgeler hk.” İfadesi yazıldı.
The e-mail address returned from the mail query field is written as "$PMail" in the To Whom field. If Alias is given for this use, the expression in the Alias must be called with $P.
The name of the person and the documents to be filled in the content area are brought to the content area with $P in a dynamic way.
Sender Parameters fields are left blank as it will not be sent from a different e-mail. Since these fields are left blank, the values returned from the GENERAL_SETTING table are used.
Working Condition field:
In cases where it is not bound to any condition, the expression “SELECT 1” is written in the Run Query field. In this way, the assistant will perform the e-mail sending process defined for him within the time periods defined for him. Since 10080 is written in the Minute field, this assistant will work once a week.
The image of the mail received after the assistant works: