I am having issues with the automation side of one of our reports. It is a pretty simple automation where customers with positive balance get assigned to a bucket based on how old their balance is (120 days/90 days/60 days/30 days/1 to 30 days). Once assigned to a bucket (if they have an email address in the customer table), a report with the details of their positive balance is sent to their email address. We have this automation running for the 120/90/60/30 days buckets and it works flawlessly. We recently added the 1 to 30 days bucket to this automation and this is where we have an issue. The report gets generated and is only sent to the email address that is BCCed (it belongs to one of our accountants). The Customers’email addresses in the “To” section do not get populated by the automation and it remains blank when the emails get sent.This new bucket we added is pretty much a copy and paste of the buckets that do work so I am kind of stumped on why it is behaving this way.
Could it be this happens to the customers which have no invoices overdue, the report does not get generated (zero records selected) and does not get to the part of getting the customer e-mail address ? If this email address picked from the dataset returned by the automation ?
Regards,
Mihai
Here is a breakdown of the automation: first it looks at the account balance for this 1-30 days range. If the balance is bigger than 0 then the automation checks if the account has an email address. If both of these conditions are satisfied then it sends an email with a recap. In my case these emails are only getting sent to the BCC email address which makes no sense given the automation rules.
There might be something wrong with the address in the TO section (maybe some special character or an extra comma). Kind of a crazy idea: if it works for BCC emails, why don’t you add the customer email to the BCC for this special bucket only ?
Not something to be proud of however it might still work 