Client had requested to create a dynamic email alert for bill remittances, with transaction details to be incorporated within the mail body.
Workaround solution: The saved search will trigger email when bill status changes from Open to Paid in Full under system notes, when system notes date = today.
Only the required output of transaction data is fetched under results and email is configured as such.
Criteria for Saved Search:
Results tab:
Email Tab:
Customize Message:
Message body opened in Source code to bring the fonts to same size except the {results} content mentioned in the email body.
Email message in HTML:
This is an automated e-message from Marathon LS .
Please DO NOT REPLY to this email.
An ACH payment has been posted to your pending bill.
{results} // —–> This will populate the results of the SS output in the mail body//
Please send any questions regarding this email or the referenced payment to ap@marathonls.com.
Thanks,
Marathon Finance team
The test email looked like:
