Merging Your Mandrill Account With MailChimp – Part 1

Is Your Mandrill Account In Jeopardy of Being Disabled?

Mandrill recently announced that it would no longer be offered as a standalone service, but as an add on for paid monthly MailChimp accounts.

As of April 27, 2016 your Mandrill account will be disabled if you don’t have a paid monthly MailChimp account merged with your Mandrill account.

image1

Sign up for a MailChimp account to avoid the cancellation and your transactional emails will continue to flow! As of March 16, 2016 all new Mandrill accounts will be created and accessed through MailChimp. Read more on the changes via the MailChimp blog.

What Do You Need to Do?

  • If you already have a paid monthly MailChimp account follow these instructions to merge your accounts.
  • If you don’t have a paid monthly MailChimp account, create one at mailchimp.com. We will walk you through the process of merging the accounts:

image2-26
NOTE – Starting April 27, 2016 Mandrill will not send any email from unverified domains or domains without valid SPF and DKIM records, including public domains like gmail.com and yahoo.com. If you haven’t already done so, you’ll need to add SPF and DKIM records and verify ownership of your sending domains. Here’s an article explaining how to do that – we also explain below.

Connecting Your Mandrill and MailChimp Accounts 

Go to mailchimp.com and sign up for a paid account. Once you’ve signed up, you’ll be sent an email to Activate Account. In order to continue using Mandrill, your MailChimp account will need to be upgraded to a monthly plan. Any paid monthly MailChimp plan will do – plans start at $10/month.

image4-32

Mandrill is a paid add-on for any MailChimp monthly plan in which users purchase “blocks” of 25,000 emails. The price of each block starts at $20, but decreases as you purchase additional monthly blocks. Once you’ve created your MailChimp account and successfully upgraded to a paid monthly plan follow these steps to merge your accounts and convert your Mandrill account to a paid MailChimp add-on:

  1. Ensure that each of your sending domains in Mandrill is fully configured. After merging with a MailChimp account, any mail sent through Mandrill from unverified domains or domains without valid SPF and DKIM records will be rejected.
    Note: See Part 2 of this blog where we explain adding SPF and DKIM records and verifying ownership of your sending domain through your domains DNS settings or cPanel.
  2. Log in to the MailChimp account that you want to connect with your Mandrill account.
  3. Navigate to the Transactional page in your MailChimp account and click Upgrade.

image5-35

4. Click Add Mandrill and select Yes, I have an existing Mandrill account.

5. When prompted, enter the username, password, and any multi-factor authentication information (if applicable) for the Mandrill account being linked to authorize that connection. Click Continue with the Linking Process to configure billing for Mandrill.

6. Choose the number of transactional email blocks that you’ll purchase at the beginning of each billing cycle. Blocks expire at the end of each billing cycle. For more information, see How Mandrill Billing Works.  We purchased one block of 25,000 emails.

image6-38

7. Configure your account to help prevent any disruption in sending due to exceeding the number of purchased email credits for that billing cycle. After setting a threshold of remaining email credits, you can choose to receive an alert or set up your account to automatically purchase additional top-off blocks when that threshold is reached.

image7-41

8. After confirming the billing information, complete the checkout process by clicking Complete Purchase to finalize the merge between your MailChimp and Mandrill accounts. Please note that this step is irreversible—after a Mandrill account has been converted to a MailChimp add-on, it cannot be linked to any other MailChimp account.

Download a PDF of this blog here: Mandrill MailChimp 1

Merging Your Mandrill Account With MailChimp – Part 1

Mac & Windows: Customize Your Desktop Icons

This posting will show you how to quickly create personalized icons on your Mac and Windows desktops in order to more easily locate important files and improve the aesthetic of your workspace.

Mac Tutorial

On a Mac, you can change the icon of an application, folder, or file on your desktop using the following steps:

Step 1: Open an image you want to use in Preview

pinkflower

Step 2: Copy the image

flowercopy

Step 3: Select “Get Info” on the file or folder you want to customize

getinfo

Step 4: Click on the folder you’ve selected and press “Paste”

paste

Result: The old generic folder icon has now been customized

updated

====================================================

Windows Tutorial

In Windows, you can change desktop icons as well.

Step 1: Download an image or draw one in Paint and save it as .ico (Microsoft icon)

Step 2: Resize the image to 32 pixels x 32 pixels

windowsicon

Step 3: Right click on a desktop icon you want to change and click “Properties”

properties

Step 4: Select “Change Icon”

changeicon

Step 5: Find the icon you created and select “OK”

customize

Result: Your desktop icon has been customized

resultwin

Download a PDF of this blog here: Customize Your Icons

 

 

 

Mac & Windows: Customize Your Desktop Icons

FileMaker Integration with Mandrill

Revolution11 has had great success incorporating Mandrill, a scalable, secure delivery API for sending transactional emails from websites and applications for clients who need to send email from their FileMaker solution. Mandrill is easy to get to know and once established, works well for targeted e-commerce and personalized one-to-one messages. For our discussion we will explain how the Mandrill Sample File constructs the URL to send to the Mandrill API, which then sends the email.

The benefits of sending email via Mandrill can be seen here: Mandrill Features. We were impressed with the simplicity of the process, but wanted to also add attachments to the emails to cover the many times that would come in handy from a business standpoint.

The screenshot shows the basic email form – the user creates a free account at Mandrill, subscribes to a paid MailChimp account (a fairly recent requirement), then uses the Mandrill Sample File to fill out the To/From information and message (seen on the left) and easily add an attachment, if needed. The right side shows the visual output of the custom functions and calculations that are generated at Mandrill.

image1

This blog post from Digital Fusion gives great information on how to construct this file: Sending email from FileMaker using Mandrill. Now, on to the fun stuff with the custom functions needed to add the attachments…

Custom Function: mandrill_createRequestInsertURL

File > Manage > Custom Functions > Edit (to see it).

This function takes in all the parameters (Example: To, From, Subject, API key, etc.) and creates the URL Request.

This function also uses a helper function called escapeData that handles any special characters in the email address, subject, etc.  (Example: &, %, `, etc.)

Custom Function: mandrill_attachmentCodeInsert

This function helps handle attaching the file to the email. Read more about the gritty details here: Sending email from FileMaker using Mandrill 

Now that we’ve used our custom function to create our URL request, it’s time to create the “InsertURL Template.” This is a calculated field that we use to finalize our URL request to the Mandrill API.

File > Manage > Database > Select the “Insert From URL Template” > click on Options (lower right)

As you can see once you’re viewing the calculated field, this uses the mandrill_createRequestInsertURL custom function and creates the URL we send to Mandrill.

To sum up, this is the structure of the URL used to build this function. Inputs from these two field ultimately create the URL to be used.

URL to Mandrill API / Insert From URL Results

URL to Mandrill API is always the same and should be pre-filled into the corresponding field. Insert From URL Results is the result of the custom function, mandrill_createRequestInsertURL and is ultimately a calculated field.

Now that we have our URL, the hard part is done and we just need a simple script to send the email.

sendEmail Script

Now that we have our URL constructed, the sendEmail script is a simple process. The meat and potatoes of this script is FileMaker’s “Insert from URL” function. We just pass in two fields that create this URL. We pass in the “URL to API” which is a constant, and add our calculated “Insert From URL Results” field to the end of the URL, and we’re good to go.

Image2

Attach this script to the “Send Email” button and you’re done! We would love to get your feedback on this script and learn how it has worked for you.

Get a PDF of this blog here: FileMaker Mandrill Integration

 

FileMaker Integration with Mandrill

Why Use A Transactional Email Service?

Transactional Email

Businesses of every size rely on email as a basic process; therefore, setting up an email system is generally one of the first items on the list of to-dos. As the business grows, it soon comes to light that the existing email setup is not the most effective tool for the many types of emails that are useful to internal staff and those that affect your customers.

Bulk email solutions for notifications, reminders and other tasks, in general, are the worst tool for a job: your email (that you spent time and money crafting) will likely be marked as spam. Your account may be blocked if you try and send too may emails per hour and you soon realize that support for dynamic data driven HTML emails are seriously lacking.

What to do? This is where an email service such as Mandrill or Amazon Web Services, just two examples among many platforms, can fill the gap and add important functionality. Built for sending “transactional” emails, these solutions can easily integrate into your existing business solution.

Transactional email is targeted to an individual based on a prescribed action, or inaction, of the recipient. Think about order confirmations, notifications, reminders and a multitude of other services that you would not want to send out on an individual basis. This is where an email service comes to the rescue – check out these links for some great information on the importance of transactional email:

blog.mailchimp.com/what-is-transactional-email

mailjet.com/transactional

sendgrid.com/resources/what-is-transactional-email

blog.hubspot.com/marketing/what-is-a-transactional-email

When defining your business strategy it is important to know whether your emails are being opened, and if the embedded links are being clicked on – this is your first measure to see if the marketing campaign is successful. It is just as important to know how internal users are using email services. Over time, literally hundreds of reports may be created and sent out – who knows how useful the reports still are? Is that marketing report you set up in 1998 still being used?

Many of these transactional email services provide an easy way of sending HTML emails. These are great, not only for sending better-looking email with interesting photos and graphics, but they also allow the recipient to perform many actions beyond just replying to the email. For instance, recipients can open a website, initiate a phone call on their cell, or join a FaceTime conference on their Mac.

HTML emails even allow interaction directly with business systems. You can bring up a list of projects requiring your attention for that day with the click of a link in an email. You can drill down into further details of a product by bringing up its record and then view all related photos and documentation. Another benefit is allowing users to get rich, tailored, customized data from a business system, even if they are not allowed direct access; essentially you supply information while controlling by role. You can also allow tightly controlled input into your system with links to HTML forms online from customers and employees without giving them direct access to your system.

Email services, by their very nature, are built for easy integration. If you have ever had to deal with your IT department or large service provider to make changes to your email, you know the headache that comes with the change. Imagine the headache on an ongoing basis. By utilizing an email service you gain the ability to keep your primary email service nice and tidy and your IT folks happy, while allowing rich interaction with other applications and services.

Revolution11 has worked with several clients on transactional email integration within their FileMaker solution – please contact us for insight into the experience or assistance with setting up your own system.

Get a PDF of this post here: Transactional Email

Why Use A Transactional Email Service?

FileMaker SDK from the Perspective of an iOS Developer

 

Revolution11 developers were pleased to hear the announcement, made in January 2016, that FileMaker released a set of coding tools, the iOS App SDK, that offer developers the means to build native iPhone and iPad apps. From the perspective of a full-time iOS developer, the FileMaker iOS SDK is super simple. All the work is in the setup for the app. However, it is easy to see how this setup process could be daunting for a non-iOS developer.

The basic steps are:

  • Set up an Apple Developer Account
  • Download and work with Xcode, Apple’s developer environment
  • Create signing identities and certificates
  • Create App ID’s
  • Deal with Provisioning Profiles

Even seasoned developers cringe at the potential headache of certificates and provisioning profiles when setting up a project. However, if you’ve been through this process MANY times, you’ve gone through your rite of passage and dealing with this hassle is no problem.

As a developer, if you’re over this hump, setting up the FileMaker iOS SDK will take you 20 to 30 minutes (if that). Speaking strictly from the iOS side, it’s just setting up your App IDs, certificate (which likely is already setup), and provisioning profile. After that, you just drag and drop the FileMaker solution into the Xcode project and update a config file with the solution filename. Once complete, you just setup an app icon and a launch screen if needed.

If your FileMaker solution was made specifically for mobile device usage, then you might want to go back and adjust your FileMaker solutions layout so that it is optimized for the device. If you import the typical desktop solution, there will be a lot of pinch/zooming going on when the user is using the device. Not the end of the world, but not the best user experience either.

Overall, if you’re experienced in setting up an app project with Apple, the FileMaker iOS SDK will be a breeze for you. The resulting app is native and therefore does not require FileMaker Go, FileMaker’s previous iOS solution, to run. Revolution11 has had great success with setting up client projects using this method – feel free to contact us to talk about the time and cost savings that we have experienced.

Get a PDF of this post here: FileMaker SDK

 

FileMaker SDK from the Perspective of an iOS Developer

Client Story: Accu-Bore

ab photo 1

Accu-Bore Directional Drilling, a Vallejo-based company, serves the underground infrastructure industry by solving complex water, wastewater, natural gas, electrical and communication utility issues. Because their business is growing rapidly, they saw the need to create more efficient processes to track resource hours and provide more effective processing for reconciliation and uploading data into their accounting software.

The Challenge

Prior to joining forces with Revolution11, the Accu-Bore time recording process was paper based with no dedicated format for information to be sent to the payroll department, leaving room for input error. In addition, once the data was reconciled it was then manually entered into the accounting system, creating another opportunity for incorrect data entry.

The Solution

Revolution11 created several easy-to-use FileMaker applications that worked seamlessly on the construction foreman’s iPad so that information could be uploaded from the field and immediately viewable at the main office. One of the main components of the solution was a daily work report that allowed the teams in the field to record equipment, crews, hours, upload photos, and when submitted, the data was immediately in the system for viewing. The timecard and reconciliation process was rolled out next. Revolution11 devised a system where employees in the field could electronically sign their timecards via an iPad, and payroll could immediately start to reconcile the data once the digital signature was captured and submitted. Before this solution was created, the reconciliation process took three days to complete from getting signatures, reconciling, and uploading into the accounting system. Today, that process takes just three hours.

“ Working with Revolution11 has been a real partnership as we have customized a system that allows us to quickly and accurately gather data from individual locations throughout California.”

Mike Robirds – President, Accu-Bore

Download a PDF of this story here Accu-Bore Story

Client Story: Accu-Bore

Twilio Sample PHP & Instructions

Welcome back to Part 2 of the Revolution11 – Twilio/FileMaker integration where we have fun with Twilio, the service that allows you to make and receive phone calls and text messages using its web service APIs. In Part 1, we went over using a simple HTTPS request to send an SMS message, including a media file. In this post we will drill down into each individual piece that makes this integration possible and help you find the pieces to build it.

Previously we talked about:

  1. Integrating Twilio and FileMaker
  2. The PHP web service for retrieving texts from Twilio’s server

Here is a screenshot of the Twilio Demo File

FileMakerTwilio

As you can see from the screenshot, a few fields need to be populated:

  • account_id
  • token
  • from_phone_number
  • to_phone_number
  • Message

These fields are used to populate the variables used in the script to send the SMS message.

This is what the FileMaker script code looks like:

FMScript

The script checks that the required fields are not empty and that the phone numbers are formatted properly. The $post variable is set using the variables named earlier in the script, which sends a request to Twilio’s API. Twilio’s API takes the data that you are passing through this transaction, validates your Twilio account, and sends the message out.

Pretty fancy! but what happens when someone replies to that SMS? We can handle the reply easily with just a touch of PHP. In our example we are sending the replies to the SMS straight to an email address.

md2

This PHP file is kept on your FileMaker server, with the standard web configuration turned on. In the example, we have used “Your file path” so you can configure the PHP file for your server.

The header and echo tags are basically telling our application that this is the type of data that we are going to be receiving from Twilio’s server.

The next portion is variable creation and assignment. For example:

  • The $to variable – where we are sending the response message once it’s retrieved from Twilio’s server
  • The $subject variable – The subject of the message
  • The $message – The actual message and,
  • The $headers variable – the person the email was sent from

The final section is an HTTP request method that will send the reply email.

You obviously don’t want to have to muck with the PHP files on your server every time you want to change the reply action to the outgoing SMS message, so stay tuned for a future Revolution11 blog post where we show you a few ways to get these preferences out of your FileMaker solution.

Get a PDF of this post: Twilio Sample PHP

Twilio Sample PHP & Instructions

FileMaker Hosting Options

In today’s world, businesses of all sizes are seeking cloud applications to minimize their in-house IT footprint. Currently, FileMaker does not offer a true cloud-based solution. However, it is possible to have your FileMaker solution hosted, but it is important to consider a few options so the hosting company and product you choose will serve your company now and into the future.

Shared Hosting

Shared hosting is the most cost effective way to get started with FileMaker Server. With this option, the service provider hosts your FileMaker solution along with those of other companies. The price of this service usually depends on the number of files that will be hosted and the bandwidth consumed.

Some of the advantages of shared hosting include: low prices ($12.99 and up per month), vendors that manage FileMaker Server and backups for you, and vendors that also manage OS updates and the maintenance of the physical machine.

There are some disadvantages to hosting your files on the same server as others. Because many companies may be sharing the FileMaker Server, the server resources may be consumed by other solutions, degrading the performance for your solution. You are also reliant on the vendor if there are any issues using their self-help utilities to upload a copy of your solution, add changes to the application, and download copies of your solution for development.

Virtual Servers

For this option, the vendor creates and manages virtual OS instances upon which FileMaker Server is installed. Clients purchase their own FileMaker license for the server (some vendors will charge a monthly fee on top of the virtual hosting fee to “rent” the server software to you and install and manage FileMaker server) and install and manage the server and backups themselves.

Virtual Servers are a great way to have more control and better performance for your solution. Your solution is not impacted by the performance of any other FileMaker applications, and you can shut down/restart the server if necessary. Virtual servers are also great if you need to use web-based technologies outside of Web Direct.

Virtual servers are a little pricey, starting at $99 a month. Depending on the vendor you choose, you may also have to purchase, install and administer FileMaker Server yourself. This includes managing backups for your solution.

Dedicated/Co-located Servers

For larger, more intensive FileMaker solutions, you may need a dedicated server. Vendors may “rent” a server, operating system, and FileMaker Server software, or you may be required to provide these and the Vendor will provide a range of services, typically managing the hardware and operating system on the server.

Dedicated servers generally start in the $500 per month range and you will have the additional expense of FileMaker Server, the Operating System, and hardware. Revolution11 recommends that you carefully think about this investment if you purchase hardware or software. FileMaker will eventually have to produce a “true” cloud offering (We have no advance knowledge of such a product, but this is certainly an unstoppable industry trend); unless you can re-purpose the server, you may be very unhappy with the investment.

Get PDF of this post: FileMaker Hosting Options

 

FileMaker Hosting Options

Texting Clients Using Twilio

Twilio_logo_red

Twilio, a robust messaging software that offers a powerful instant messaging solution for companies large and small, works seamlessly with the FileMaker Platform to manage an otherwise roundabout method of contacting field staff and key partners. Read on to understand Twilio’s API and how Revolution11 integrates messaging features for our clients by utilizing a few simple PHP requests.

Understanding the Twilio API

Twilio is a cloud communications (IaaS) company that allows software developers to programmatically make and receive phone calls and send and receive text messages using its web service APIs. The services are accessed over HTTP and are billed based on usage. Twilio is a well-known player and has a large installed user base.

Twilio API and FileMaker

In the past year or so, there have been posts from FileMaker developers using the Twilio platform. Jeff England wrote a great post here: designingfilemaker.com

Colibri Solutions has a comprehensive post that goes over an integration strategy using SmartPill: colibrisolutions.com

Revolution11 recently developed a solution for a client that allowed them to send small audio/video and other files in addition to a text message via Twilio. Similar to the examples above we are using an HTTPS request and the Insert From URL script step in FileMaker.

How To Use Twilio

1. Sign up for a free Twilio account here: twilio.com.

2. Download the attached FileMaker Twilio Blog Sample.

3. Enter the Account ID, Token and Twilio phone number from your Twilio account in the corresponding fields in the demo file.

4. Add the mobile number you would like to send the SMS to in the “to_phone_number” field.

5. You can send audio or video by entering the URL of the media file in the media file field. It needs to be an unprotected site, you can use a public Google site to try the demo file. Read about the limitations on media here: twilio.com

The script in the demo file constructs an HTTPS request and sends it to the Twilio server, which processes the request sending an SMS using your Twilio phone number.

To Summarize

Digging into APIs such as the offerings from Twilio is well worth the effort. One script step and a carefully crafted HTTPS request can accomplish quite a bit once you understand the API. Stay tuned for a follow-up post where we will examine the Twilio API a little deeper and share some of our success stories.

Get PDF of this post: Twilio Sample File

Texting Clients Using Twilio

Integrate Messaging Into Your FileMaker Solution

Real-Life Situation

It’s Friday evening and you notice that one of your field reps has ordered the wrong part. You have limited time to make the correction and ensure that the part gets to the customer on time. No need to panic as you know your enterprise FileMaker solution incorporates SMS or text messaging, as part of its communications strategy and you can easily send a text message to the field rep, clear up the misunderstanding, and get the part on its way.

What if more than one field rep was having the same issue? You could try an email blast, but you know that won’t be effective on a Friday night. You may have an SMS group ready to go and you can send a mass message out to the reps, however the chances of that are slim. You may also need to send out an important file, video or audio message with that SMS and you don’t have time to compose messages one-by-one when you have an urgent situation.

Real-Life Solution

Integrating SMS into your enterprise solution solves these problems and offers a convenient, effective way to communicate with your staff. Chances are that you already have the sales reps cell phone numbers in your system, along with part numbers, brochures, photos and other pertinent business information. Sending any combination of these components out to the field from your system using SMS becomes a powerful tool to manage communication and relay critical information.

One of the important features of using this method is that it works with most carriers and phones, even with Robert, the rep who refuses to replace his flip phone. You also control what happens when replies come back from the outgoing messages; keeping the back and forth communication logged into the SMS provides a record and eliminates the need to open other apps on the phone.

In Conclusion

There is great potential for enterprise SMS solutions as highlighted by the rising popularity of SMS in communicating more effectively with staff, managing delivery receipts, sending alerts from airlines regarding delays and critical updates, tracking inventory and managing stock alerts, just to name a few of the many services that SMS provides to millions of users on a daily basis.

Get PDF of this post: SMS Improves Communication

 

Integrate Messaging Into Your FileMaker Solution