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

[Guidry, Wade]

Clare is on her game.

To build on that answer, you can use the ‘Upate / Notify Users’ job to send a notice to that set of users.

If you want to do that, you will need to customize one of the 3 letters supported by that job to fill the recipients in on what you want to tell them.

I’d recommend editing and using the “Social Login Invite Letter”.

That’s not likely a letter you will ever use, so just edit it’s contents to say what you need (you’ll probably also need to activate the letter), and run the job on your saved set and configure it to send that letter.





Wade Guidry
Library Consortium Services Manager, WACTCLC
wadeg at bigbend.edu<mailto:wadeg at bigbend.edu>
(509) 760-4474
http://www.wactclc.org<http://www.wactclc.org/>

From: Wactclc-alma <wactclc-alma-bounces at lists.ctc.edu> On Behalf Of Daniel Moore
Sent: Tuesday, November 16, 2021 3:39 PM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu>
Subject: Re: [Wactclc-alma] [EXTERNAL] Request for guidance - setting up a follow up notification for users contacted by a job in Alma

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Clare Bryant saved the day!

For any notification job that runs, you can find it in the job history screen and use the export feature to create a spreadsheet of the primary identifiers of the people who were contacted. Then, create a new itemized set and upload that Excel file (with PRIMARYIDENTIFIER in all caps at the top to set the schema).

-Dan

On Tue, Nov 16, 2021 at 3:18 PM Skirko, Tria <TSkirko at wvc.edu<mailto:TSkirko at wvc.edu>> wrote:
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

Please use my booking calendar<https://outlook.office365.com/owa/calendar/TriaSkirkoBookWithMe@wvc.edu/bookings/> for a scheduled appointment, or reach out and we’ll find a good time to zoom/call/meet in person.

WVC Libraries support our students and college efforts with in-person services and online resources, more information can be found at the library website<https://commons.wvc.edu/library/mainpage/Home.aspx>, or contact us by email<mailto:%20library at wvc.edu> or virtual assistance<https://wvc.edu/it/virtual-assistance.html>.

From: Wactclc-alma <wactclc-alma-bounces at lists.ctc.edu<mailto: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<mailto: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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