Tactic Mailing Automation

Usage of Tactic's Automation

• Let the job scheduler being executed automatically and see your data being recorded into Tactic.
• To avoid to wait the batch, you can force to execute the email collector manually from the Email collector record with the button "Run now".
• When making test, a good practice is to set the maximum number of email collected to a low value.

Target directory for Automation

• A good practice is to move the collected email into another folder to avoid to have them collected twice.
• You must create the output target IMAP directory manually before running your email collector.
• For example, with Gmail, to create a new IMAP directory.
• Sign in to your Gmail account.
• At the top right of the Gmail window, click Settings See all settings.

Source directory

• To collect received email, enter here "INBOX"
• To collect email sent, enter here "Sent"
• Create as many email collector you need.

Tactic Automation Setup

• To use this module, you must first enable it using an administrator account, via the menu option "Home - Setup - Modules".
• Choose the tab where the module is listed. Then click on "Activate".
• The module is now activated.
• If a cog icon appears at end of line of the module, click on it to access the setup page specific to the module.