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Mail2: custom view

Martin Keen (Past Member)
$organization

Hi folks,

I'm about to write a custom view for use in Mail2 and, rather than starting from scratch, I was wondering if anyone else had one they'd share or have some pointers as to best practice.

I'm in a consortium environment and am aware that I'm going to have to make adjustments to ensure I adhere to our data mining policy (by using local, secure views) and would appreciate hint/tips/tricks from anyone else using custom views.

Thanks!

Martin

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  • $organization

    Hi, Martin. I guess it really depends what sort of view you need. I made a few views for automatic performance reminders. If the code for those would be at all helpful, I'm happy to share.

    The weirdest thing I found in setting up Mail2 custom views was that I had to set up so many with different conditions, rather than just putting fields that would flag certain things. Like I couldn't make one view that had a subscriber Y/N field, I had to make a view that returned subscribers and a separate view that returned nonsubscribers, because according to our marketing guy who was setting up the automatic emails, he could not use such a Y/N field to limit which people were returned.

    Another weird thing is that Mail2 can't handle any fields being NULL, and if I returned a blank string or a 0 it messed up formatting, so we finally had to use ' ' as the isnull default value.

    A third weird thing is that the performance date it was going to select on had to be named custom_date. 

     

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  • $organization

    Hi, Martin. I guess it really depends what sort of view you need. I made a few views for automatic performance reminders. If the code for those would be at all helpful, I'm happy to share.

    The weirdest thing I found in setting up Mail2 custom views was that I had to set up so many with different conditions, rather than just putting fields that would flag certain things. Like I couldn't make one view that had a subscriber Y/N field, I had to make a view that returned subscribers and a separate view that returned nonsubscribers, because according to our marketing guy who was setting up the automatic emails, he could not use such a Y/N field to limit which people were returned.

    Another weird thing is that Mail2 can't handle any fields being NULL, and if I returned a blank string or a 0 it messed up formatting, so we finally had to use ' ' as the isnull default value.

    A third weird thing is that the performance date it was going to select on had to be named custom_date. 

     

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