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This plugin takes a csv file containing patron information or a koha report and sends emails to the patrons based on the fields in the data.

You can choose to specify a template in the tool configuration or use an existing Koha notice.

The plugin will record the letter code in the database as "PEP_" + letter code or "PEP_BUILT_IN" for a notice specified in the tool

The CSV file must

  • Start with a header line which names the columns used
  • Contain a column titled cardnumber containing the card numbers of the patrons to be emailed.
  • Contain a column titled email containing the email addresses to be emailed ( if a patron has no email the letter will be queued as a print notice'

When configuring the email, template toolkit syntax is used to display any column names in the csv file.

For example, given the file 'Mailer-Report.csv':

cardnumber, email, firstname, surname, fines, libraryname
10,aaron@example.com,Aaron,Spelling, 0.40, "The Spelling Schoool"
11,donna@example.com,"Donna Karen E",Moore, 3.80, "Motivation International"
12,bernice@example.com,Bernice,Documents, -785.00, "Sarbanes Oxley"
13,lou@example.com,Lou,Segusi, 39.99, "Dewey Cheatem and Howe"

If you set the following email text under configuration:

Dear [% firstname %] [% surname %],

You have a balance of $[% fines %]

Please pay these at [% libraryname %] 

Then click the Run Tool link, you will be prompted to upload Mailer-Report.csv, which will send an email to each borrower in the file. Make sure that the variables being expanded (e.g. [% firstname %]) exactly match the column headers.

For example, an email containing the following content would be sent to Aaron Spelling's email address:

Dear Aaron Spelling,

You have a balance of $0.40

Please pay these at The Spelling Schoool

Details

To send the emails:

  • Run the desired report
  • Save the results as CSV
    • Click 'Download->Comma separated text'
    • Save the file on your computer
  • Run the plugin
  • Browse to More->Tools->Tool plugins
  • Click Actions -> Configure
  • Ensure the message is setup as you wish
  • Click Actions -> Run
  • Upload the CSV file you saved in step 2