Launch Steps
1
Open the Portfolio Center
Navigate to the Portfolio Center inside the ACI Platform and select the Email Automation option. The system will prompt you to select a Client Code and a Letter Type before the campaign can begin.
2
Select the Client Code
Choose the correct Client Code for the campaign. Only accounts linked to this Client Code will be included in the send. Confirm the Client Code is correct before continuing.
3
Select the Letter Type
Choose the Letter Type that determines which email content will be sent to the consumer. Confirm the correct letter template is selected before launching.
4
Search for Eligible Records
The system automatically searches for accounts that match the selected Client Code and have a valid email address on file. Records with a blank email field are excluded from the campaign.
5
Create the Email Campaign
Once eligible records are found, the system creates the campaign. You can monitor its progress and outcomes in the Email Campaigns tab.
6
Create the Email Log
The system creates an email log listing every email address included in the campaign. View this log at any time in the Email Summary tab.
7
Send Emails
The system sends emails to all eligible records. For each sent email, the email log is updated with a copy of the email sent and the corresponding collection account status is set to Sent.
8
Create the Campaign CSV File
After all emails are sent, the system generates a CSV file containing the full list of emails sent and saves it to the ACI Return File folder.
9
Run Good Sync
Good Sync runs on its scheduled process, analyzes and syncs the return file, and delivers it to FTP via FileZilla. The return file is labeled ACI Return File.