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Generating Actions

Updated

Generating Actions 

 Generate For Preview

For any users who wants to generate a credit class for the first time, it is best practice to generate the credit class for preview. Generating for preview allows users to view the generation prior to sending out the email blast.

To generate a credit class for preview, review the following:

  • Navigate to "Admin> Generate Actions". 

  • **Optional Enable the "Specific Credit Class" checkbox and click the drop-down to choose a credit class.**

  • Click the "Generate for Preview Only"  button

A new window prompt will open informing the user that they will be alerted when the process is complete. 

You can find the preview by selecting the "Tray" icon located on the top-right hand side of the page. 

Generate Action

Once the user verifies that the right customers will be receiving their emails, they can navigate back to the "Generate Actions" page and Generate their credit class.