Aptify Renewal Reminders Part 2

VIDEO TRANSCRIPT | Recorded: 2017-04-27 | Verify against current system state

Abstract¶

Continuation of renewal reminder troubleshooting. Demonstrates the complete fix process: editing Aptify views to exclude already-sent IDs using SQL, inactivating message templates that already ran, and manually executing the send renewal notices process flow from Framework. Includes knowledge transfer for handling future interruptions.

Key Procedures¶

• Access views from A&P Views in Aptify (separate login)
• Navigate to Subscription Management for message schedules
• Edit view SQL to exclude specific subscriber IDs using "not in" clause
• Inactivate message templates that already sent (60, 120, 40 day)
• Open Framework to access process flows
• Run Send Renewal Notices process flow (ID 226)
• Remove exclusion SQL and reactivate templates after completion

Notable Statements¶

• 0:00:08 "We're going to go to the views I have set up to sense because we need to exclude these from the views"
• 0:02:45 "If we want to see 30 days, and they send us, well, then I want to update the template for the 30 day email. We can do that here"
• 0:03:10 "You can create a schedule and name it, and then you connect it to a view, and connect it to a message template"
• 0:03:27 "So we need to edit the views that it's pulling so it doesn't pull those people in" [ACTIONABLE]
• 0:04:07 "It's not equal to, I think it'll work that way... I wish there was, it's not in list"
• 0:10:30 "60 day, 120 day, and 40 day all sent. So we don't want to send any of them. So I can just inactivate them"
• 0:10:56 "Which is in framework, but you cannot access in ANPBS"
• 0:11:27 "You can have two versions of the version open at once. But you have to do it through the remote desktop"
• 0:13:48 "Then we have to go back, take out that sequel that excluded those people, save that, and reactivate those message templates"
• 0:14:04 "If it ever happens again, it interrupts in the middle, you'll have to do the whole process"
• 0:14:25 "Right now I think I'm the only person that knows"

Systems & Configurations¶

Systems Mentioned¶

• Aptify (views, templates, process flows)
• A&P Views database
• Remote Desktop (required for dual Aptify sessions)

Specific Configurations¶

Credentials/Access Mentioned¶

• A&P Views login (separate from ANPBS)
• Framework access (not available in ANPBS)

Vendor Contacts Mentioned¶

None mentioned in this recording.

Errors & Troubleshooting¶

• Issue: Need to exclude already-sent IDs from view
• Cause: Process interrupted mid-execution
• Resolution: Add "not in" SQL clause with ID list

• Timestamp: 0:03:27

• Issue: Cannot run process flow from ANPBS

• Cause: Framework access restricted
• Resolution: Open separate Aptify instance via Remote Desktop
• Timestamp: 0:10:56

Transcript Gaps & Quality Notes¶

• Part 2 of renewal troubleshooting series (15 minutes)
• Training/knowledge transfer recording
• Multiple speakers troubleshooting together
• Historical process documentation from 2017
• Complete end-to-end fix demonstrated
• Cleanup steps (remove SQL, reactivate templates) mentioned