FastStats broadcasting and responses

Note: You must log in as an administrator to perform the following tasks.

Note: The Email Broadcasting Wizard is required for FastStats use only.

Enable Email Broadcasting

To enable the Email Broadcasting wizard plugin:

  1. Open the FastStats Configurator.

  2. Select Web Service.

  3. Click OK on the Web Service Chooser dialogue box.

  4. Click Client Configuration.

  5. Select the Discoverer client associated with your system and click Edit.

  6. On the Plugins tab, ensure the Apteco.Discoverer.Plugins.EmailBroadcasting check box is selected, then click OK.

You have now enabled email broadcasting in FastStats.

Configuration in FastStats

To complete the FastStats configuration:

  1. Open Apteco FastStats, select the Users explorer, right-click on the Global node then navigate to Modify > Plugin Configurations.

  2. Expand the Wizard node then clear the Inherit check box for Email Broadcasting (User Defined Fields), then click Edit.

  3. Click Add to add a new template.

  4. Enter a Name, select the appropriate Resolve Table from the drop-down and select Instiller from the Broadcaster drop-down.

    Note: Scroll to enter the Known Parameters information, * indicates a required parameter.

  5. Complete the template parameters form with the required settings for your Instiller account.

Field Setting
  *Example, these will be specific to your account
API Key Your Instiller API Key
API ID Your Instiller API ID
Email Field Name Email Address
Use Dated List true
Urn Field Name Reference Number
Field Map Name Your Field Map
Encoding Default

Note: These settings are specific to your Instiller account.

Note: You need to exit out of FastStats and log in again for these changes to take effect.

Adding a Predefined Broadcasting Field Set

As Instiller is a predefined digital integrator, you need to define a predefined output sequence which identifies the variables uploaded in your list.

Note: You must set up a message in Instiller before performing this step. See Configuring Instiller.

To add a predefined broadcasting field:

  1. From FastStats select Tools > Administrative Functions > Setup Broadcasting Fields.

  2. Click Add New Broadcasting Field.

  3. Enter the Set Name to match the Template Name in Instiller.

    Note: Use the Set Name to associate each new output field with a set.

  4. Click Add New Broadcasting Field and complete each Update Broadcasting Field dialogue until the list of broadcasting fields is complete.

    Parameter Settings to use
    Set Name Template name in Instiller
    Variable Select the Variable that you wish to include in your sequence
    Header (Optional) Use the Header field to give the variable a name so that it matches the field name in your Instiller Message
    Output Style Select to either the Code or Description from the Output Style drop-down.
    Output Unclassified as Spaces Select this check-box if you wish unclassified values to appear as spaces or if this variable is an email or SMS field
    Email Field Select this check-box when defining the Email field.
    SMS Filed Select this check-box when defining the SMS field.
    Sequence ID The Sequence ID allows you to order your variables in the set.

  5. At least one of the fields must be an Email Address.

Note: You can create multiple templates and sets and then reference these separately from your email broadcasts.

Checking your configuration

To use the Email Broadcasting Wizard, select the Email Broadcasting icon from the Output Wizards section on the Wizards panel. This sends a test email.

  1. Select the Upload Template, if you have multiple upload sequences configured select the template from the drop down list and click Next. Otherwise, you are taken straight to the Selection step.

  2. Drag a selection from FastStats with the contact/s that you wish to send a test message to.

    Note: Email Broadcasting Details Form
    1. Enter the Username.
    2. Enter the Password.
    3. Click the Message retrieve button.
    4. After a short while you should be able to use the drop-down list to see the available messages from Instiller.
    If you do not see a list do not proceed, something is wrong in a previous configuration.

  3. Complete the Email Broadcasting Details form, then click Finish.

    Option Settings to use
    Username A username from your Instiller account
    Password The password for your Instiller account
    List Name drop-down Click on the List Name retrieve button and select a list from the drop-down (select any list name as for Instiller the List is defined by the Message)
    Message Name Click on the Message Name retrieve button and select one from the drop-down or leave it blank if you only want to upload your list
    A copy of the list is saved to the directory below Browse to the location where you wish to save a copy of the list
    Email Address Enter an Email Address, FastStats uses this to notify you once the list has been processed and then click Next

  4. If you entered a message name, a Broadcast Warning message displays meaning this sends a message to your target audience.

    Click Yes to commit this action.

  5. Once the list has been uploaded (and if applicable the message delivery has been scheduled), the wizard will complete. Click Finish to close the wizard.

The recipients in your selection should receive an email using the template from Instiller.