Is it possible to attach an additional document when emailing customer statements ? For example, to send out a promotional flyer pdf with a particular statement run ? Thanks !
Answer
Attaching additional documents to customer statements
Best answer by Ahmed
How about doing a sub-report inside of the customer statement with the flyer?
Otherwise, a business event notifications could be done (whenever a statement is sent, send flyer to same address).
I also would like to learn how to attach a promotional flyer to a statement of account when emailing the statement.
+19Try delaying the email send time, and then open the statement emails in ‘Emails Pending Processing’ screen. Attach the flyer before the delayed emails are sent out.
~ Laura Barber, WM Synergy
+1How about doing a sub-report inside of the customer statement with the flyer?
Otherwise, a business event notifications could be done (whenever a statement is sent, send flyer to same address).
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