[Wactclc-alma] sending a customized courtesy letter

[Lesley Caldwell]

Hi Amy,

Have you considered customizing the Borrowing Activity Letter and then running the job to send it out?

It should only send to those patrons who have a current loan.
Borrowing Activity Letter

Patron Circulation Summary


Email

Webhook

Sent to patrons with activity; contains a list of the patron's loans, overdue items, and active fines. If the patron has more than 100 active loans, only the first 100 are included on the letter and a flag is added to the XML - <loans_over_the_limit>true</loans_over_the_limit>. Sent either by a job (Notifications - Send Periodic Fulfillment Activity Report<https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/050Administration/070Managing_Jobs/030Viewing_Scheduled_Jobs#Notifications_Send_Periodic_Fulfillment_Activity_Report>) or by request, for example, the Renew Selected and Renew All actions on the Loans tab of the Patron Services page. For details on configuring the Borrowing Activity Report, see Configuring Fulfillment Jobs<https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/030Fulfillment/080Configuring_Fulfillment/110General#Configuring_Fulfillment_Jobs>.

This letter can be configured in Letter Activity to trigger a webhook function. See Webhooks<https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/090Integrations_with_External_Systems/030Resource_Management/300Webhooks>.


You could add your messaging to the XML template.

-Lesley
From: Wactclc-alma <wactclc-alma-bounces at lists.ctc.edu> On Behalf Of Herman, Amy
Sent: Wednesday, August 12, 2020 12:52 PM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu>
Subject: [Wactclc-alma] sending a customized courtesy letter

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I'd like to send a customized Courtesy Letter to all patrons that have an active loan that's either overdue or coming due shortly, with a customized message, because we are no longer going to extend due dates past 8/25.  I've created a set of users to send the letter to.  I also created a set of just me to send it to, for testing.

I was following the instructions from EL in the presentation, "How to send a customized letter to all users that have an item on loan.pptx <https://linkprotect.cudasvc.com/url?a=https%3a%2f%2fknowledge.exlibrisgroup.com%2f%40api%2fdeki%2ffiles%2f80766%2fHow_to_send_a_customized_letter_to_all_users_that_have_an_item_on_loan.pptx&c=E,1,wl-m3mqgrTXcdQGlriZQtQhl_bWobk-2GiNDeMdtyaejWDmV_fzuGe-dKTgaA9z7jlSDTPC0tF_OyL2opWJCCBTC04gjglN33lbZutB6McnQ2jeqqLzNDxdvtQSV&typo=1> but they are using a different letter in their example that does not include a list of the items or their due dates.  So I wanted to do something similar but with a different letter that includes that level of detail about their account.  But now I'm lost since the presentation doesn't match up with the type of letter I want to customize and send.

Suggestions?

Amy Herman
Library Faculty | Olympic College
1600 Chester Avenue | Bremerton, WA 98337
aherman at olympic.edu<mailto:aherman at olympic.edu>

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