Address Book

The Address Book allows you to manage and organize contact information efficiently using the defined classes. It stores key elements such as dimensions, dimension items, groups, and email addresses. This structure enables targeted communication, allowing you to send reports to specific recipients based on predefined grouping and filtering criteria. The Address Book enhances automation and ensures that the right information reaches the right audience without manual intervention.

Creating an Address Book

1. To add an Address Book in Infoveave, click on Administration then click on Address Book. All Address Books created by you are displayed under Address Book.
2. To add a new Address Book template, click on the Upload button.
3. A dialog opens. Click on the Download Address book template button to download the template.
   
4. Update the downloaded Address Book template.
   • Within the template, you find columns for Dimension, Group, Dimension Item, and Email.
     • Dimension Select the dimension from the Datasource provided in your report.
     • Group Select the unique group from the Datasource provided in your report.
     • Dimension Item Select the dimension item from the Datasource provided in your report.
     • Email Enter the email address to which you want to send an email.
   • Fill in this template with the contact information you want to include in the Address Book.
   • Ensure that each entry corresponds to the appropriate dimension item within the Datasource.
5. Upload the Address Book template from your local folder using the file picker option in Infoveave.
6. If you want to delete all Address Book records, click on Delete all.

Note

• For effective utilization of the Address Book, the dimension values in the Address Book must align with the dimension values within your Datasource.
• This ensures that you can accurately select groups for sending emails using the Address Book feature.
• Each entry added to the Address Book is stacked one above the other.

Using the Address Book

1. Navigate to Studio Reports.
2. Select your Report.
3. Click on the Email icon.
4. Check the box for Use Address book from.
5. Click on the Infoveave radio button to use the Address Book.
6. Select the Dimension from the dropdown list that you created in the Address Book.
7. Select the Group.
8. Click on + Add filter if required.
9. Click on the Send now button.
10. You receive a notification once the email is sent.
11. Check your email.