[Wactclc-alma] [EXTERNAL] Request for guidance - setting up a follow up notification for users contacted by a job in Alma

[Skirko, Tria]

I unfortunately cannot help with some fancy easy way to do this.  BUT I am here to appreciate the use of the word, bailiwick.

Good luck!

Tria

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From: Wactclc-alma <wactclc-alma-bounces at lists.ctc.edu> On Behalf Of Daniel Moore
Sent: Tuesday, November 16, 2021 2:52 PM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu>
Subject: [EXTERNAL][Wactclc-alma] Request for guidance - setting up a follow up notification for users contacted by a job in Alma

Hi all,

I'm hoping to lean heavily on some Collective Wisdom here, as letters aren't usually my bailiwick.

We had left enabled a fulfillment job to send out borrowing activity letters on the 2nd of every month. We encountered an issue this quarter with tech finally coming up due and it's had the unfortunate consequence of boosting anxiety levels in our patrons. They've been contacting us about existing or lost loans, thinking that the letter they received requires some sort of immediate action.

I can see the record of this job and I can even pull ctcLink IDs for those contacted, but, what I'd ideally love to do is create a set of users who were contacted, and then trigger a new job in Alma to send a follow-up message with some corrected information.

Can anyone on the list reach out to me with some quick steps to create that user set? Any help would be greatly, greatly appreciated.

Many thanks,
Dan
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