4ed1498ef3
Pivot the weakest healthcare email from an 'your record is out of date -> buy an
update' sell into a free, value-first compliance check (the funnel already
exists: /tools/npi-compliance-check + /api/v1/npi/lookup run 5 live gov checks --
NPI status, Medicare revalidation, OIG/SAM exclusions, NPPES freshness -- and
deep-link to the right paid fix).
- Subject: 'A free compliance check for your NPI' (was 'may be out of date').
- Header: 'Free NPI Compliance Check' covering NPPES/revalidation/exclusions/NPI.
- Body: keep the REAL last_updated date as a credibility hook ('we pulled your
public records'), but frame it honestly ('that's usually fine') and pivot to
the broader free check. Adds a 4-item 'your free check covers' card.
- CTA now -> /tools/npi-compliance-check?npi={npi} (prefills + auto-runs their
own check on landing) with @TrackLink + UTM; dropped the straight-to-order
NPPES CTA and the redundant 'look up on NPPES' button.
- Reassurance reframed to free-first ('the check is completely free; a fix is
optional, flat-fee'). cta_path updated in the segment registry.
- Verified: render + plaintext + headless screenshot, CTA tracked, no stray
order link, zero unfilled tokens.
198 lines
9.1 KiB
Python
198 lines
9.1 KiB
Python
#!/usr/bin/env python3
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"""Healthcare (NPI/Medicare) marketing-email SEGMENT REGISTRY + test tooling.
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SINGLE SOURCE OF TRUTH for the healthcare campaign segments. Each segment maps a
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compliance problem to a real PW service, its order page, price, the listmonk
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list/campaign it warms, and the canonical HTML template under data/hc_campaigns/.
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The HTML bodies themselves are the hand-tuned, deployed templates in
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data/hc_campaigns/hc_<seg>.html (teal header, per-segment "verify it yourself"
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trust block, official-record card on revalidation, etc.). This module does NOT
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regenerate them -- it READS them, so the files stay the one source of truth and
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can't drift from a parallel generator. (An earlier version of this script kept a
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divergent inline generator; that was removed.)
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Consumers:
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* build_healthcare_campaigns_cron.py imports SEGMENTS to warm every segment.
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* `--send-test <email>` sends every segment as a real test through the
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healthcare HOT SMTP stream (host :2526 -> hcout1 -> .107) so you see exactly
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what a provider receives. Personalization tokens are filled with sample data.
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Listmonk personalization tokens used on real sends (filled from subscriber
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attribs by listmonk; filled from SAMPLE here for test sends):
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{{ .Subscriber.Name }} provider / practice name
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{{ .Subscriber.Attribs.npi }} NPI
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{{ .Subscriber.Attribs.practice }} practice / org name
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{{ .Subscriber.Attribs.detail }} segment-specific detail (e.g. due date)
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{{ .Subscriber.Attribs.reval_due_date }} / .days_overdue (revalidation card)
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{{ UnsubscribeURL }} listmonk per-subscriber unsubscribe
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"""
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from __future__ import annotations
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import argparse, os, smtplib, ssl
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from email.mime.multipart import MIMEMultipart
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from email.mime.text import MIMEText
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from email.utils import formataddr, make_msgid
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SITE = "https://performancewest.net"
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PHONE = "(888) 411-0383"
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FROM_NAME = "Performance West Compliance"
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FROM_EMAIL = "compliance@performancewest.net"
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REPLY_TO = "info@performancewest.net"
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OUT_DIR = os.path.join(os.path.dirname(__file__), "..", "data", "hc_campaigns")
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# ── Per-segment registry ───────────────────────────────────────────────────
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# Metadata only. The email body lives in OUT_DIR/<template>. Fields:
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# subject listmonk campaign subject line
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# template HTML file under data/hc_campaigns/ (the canonical body)
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# cta_path order page the CTA links to (NPI appended as ?npi=)
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# price reference price only (catalog in api/src/service-catalog.ts is
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# the source of truth). NOT shown in the email anymore — price is
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# revealed on the order page after the value is established.
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# list_name listmonk-hc list this segment is warmed into
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# campaign_name listmonk-hc campaign name prefix (dated per build)
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# selector which warmup-CSV rows belong to this segment (see cron)
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SEGMENTS = {
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"revalidation_overdue": {
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"subject": "Your Medicare revalidation is past due - let's get it filed",
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"template": "hc_revalidation_overdue_personal.html",
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"cta_path": "/order/npi-revalidation",
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"price": "$599",
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"list_name": "HC Warmup - Revalidation Overdue",
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"campaign_name": "HC Warmup - Medicare Revalidation",
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"selector": "reval_overdue",
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},
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"revalidation_due_soon": {
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"subject": "Let's make sure your Medicare revalidation is handled in time",
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"template": "hc_revalidation_personal.html",
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"cta_path": "/order/npi-revalidation",
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"price": "$599",
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"list_name": "HC Warmup - Revalidation Due Soon",
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"campaign_name": "HC Warmup - Revalidation Due Soon",
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"selector": "reval_due_soon",
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},
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"npi_reactivation": {
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"subject": "Your NPI / Medicare enrollment appears deactivated",
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"template": "hc_npi_reactivation.html",
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"cta_path": "/order/npi-reactivation",
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"price": "$449",
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"list_name": "HC Warmup - Reactivation",
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"campaign_name": "HC Warmup - NPI Reactivation",
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"selector": "leie_or_deactivated",
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},
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"nppes_outdated": {
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"subject": "A free compliance check for your NPI",
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"template": "hc_nppes_outdated.html",
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"cta_path": "/tools/npi-compliance-check",
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"price": "$349",
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"list_name": "HC Warmup - NPPES Update",
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"campaign_name": "HC Warmup - NPPES Outdated",
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"selector": "nppes_stale",
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},
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"oig_screening": {
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"subject": "Are you screening for OIG / SAM exclusions?",
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"template": "hc_oig_screening.html",
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"cta_path": "/order/oig-sam-screening",
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"price": "$79/mo",
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"list_name": "HC Warmup - OIG Screening",
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"campaign_name": "HC Warmup - OIG Screening",
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"selector": "institutional_verified",
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},
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"compliance_bundle": {
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"subject": "Get your provider compliance handled for the year",
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"template": "hc_compliance_bundle.html",
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"cta_path": "/order/provider-compliance-bundle",
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"price": "$899/yr",
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"list_name": "HC Warmup - Compliance Bundle",
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"campaign_name": "HC Warmup - Compliance Bundle",
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"selector": "optout_ending",
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},
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}
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# Sample values for test sends (real sends use Listmonk subscriber attribs).
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SAMPLE = {
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"name": "Dr. Sample Provider",
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"practice": "Riverbend Family Medicine",
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"npi": "1234567890",
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"detail": "06/30/2024 (706 days overdue)",
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"reval_due_date": "06/30/2024",
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"days_overdue": "706",
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"nppes_last_updated": "2012-02-08",
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"nppes_years_stale": "14",
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"nppes_enumeration": "2011-04-06",
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}
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def template_path(seg_key: str) -> str:
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return os.path.join(OUT_DIR, SEGMENTS[seg_key]["template"])
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def render(seg_key: str, *, test: bool = False) -> tuple[str, str]:
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"""Return (subject, html) for a segment. The html is the canonical
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data/hc_campaigns/<template> file -- the single source of truth. For test
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sends, listmonk tokens are filled with SAMPLE data so the email is viewable
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standalone."""
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s = SEGMENTS[seg_key]
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html = open(template_path(seg_key)).read()
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if test:
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html = (html
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.replace("{{ .Subscriber.Name }}", SAMPLE["name"])
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.replace("{{ .Subscriber.Attribs.npi }}", SAMPLE["npi"])
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.replace("{{ .Subscriber.Attribs.practice }}", SAMPLE["practice"])
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.replace("{{ .Subscriber.Attribs.detail }}", SAMPLE["detail"])
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.replace("{{ .Subscriber.Attribs.reval_due_date }}", SAMPLE["reval_due_date"])
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.replace("{{ .Subscriber.Attribs.days_overdue }}", SAMPLE["days_overdue"])
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.replace("{{ .Subscriber.Attribs.nppes_last_updated }}", SAMPLE["nppes_last_updated"])
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.replace("{{ .Subscriber.Attribs.nppes_years_stale }}", SAMPLE["nppes_years_stale"])
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.replace("{{ .Subscriber.Attribs.nppes_enumeration }}", SAMPLE["nppes_enumeration"])
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.replace("{{ UnsubscribeURL }}", f"{SITE}/unsubscribe?test=1"))
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return s["subject"], html
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def cmd_send_test(to_addr: str, host: str, port: int):
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from email.utils import formatdate
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n = 0
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for key in SEGMENTS:
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subj, html = render(key, test=True)
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msg = MIMEMultipart("alternative")
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msg["Subject"] = f"[TEST] {subj}"
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msg["From"] = formataddr((FROM_NAME, FROM_EMAIL))
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msg["To"] = to_addr
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msg["Reply-To"] = REPLY_TO
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msg["Date"] = formatdate(localtime=True)
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msg["Message-ID"] = make_msgid(domain="performancewest.net")
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# Bulk-mail deliverability headers (Gmail/GMX strongly reward these).
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msg["List-Unsubscribe"] = (
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f"<mailto:unsubscribe@performancewest.net?subject=unsubscribe>, "
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f"<{SITE}/unsubscribe?e={to_addr}>")
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msg["List-Unsubscribe-Post"] = "List-Unsubscribe=One-Click"
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msg["List-Id"] = "Performance West Healthcare Compliance <hc.performancewest.net>"
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msg["Precedence"] = "bulk"
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msg["X-Entity-Ref-ID"] = make_msgid(domain="performancewest.net")
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msg.attach(MIMEText("Please view this email in HTML.", "plain"))
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msg.attach(MIMEText(html, "html"))
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with smtplib.SMTP(host, port, timeout=15) as s:
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s.ehlo("hcmta01.performancewest.net")
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s.sendmail(FROM_EMAIL, [to_addr], msg.as_string())
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print(f" sent [{key}] -> {to_addr} ({subj})")
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n += 1
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print(f"done: {n} test emails sent via {host}:{port}")
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def main():
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ap = argparse.ArgumentParser()
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ap.add_argument("--send-test", metavar="EMAIL", help="send all segments as test to EMAIL")
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ap.add_argument("--list", action="store_true", help="list the segment registry")
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ap.add_argument("--smtp-host", default="127.0.0.1")
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ap.add_argument("--smtp-port", type=int, default=2526, help="hc HOT submission port")
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args = ap.parse_args()
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if args.list:
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for k, s in SEGMENTS.items():
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print(f"{k:22} {s['price']:>8} {s['template']:30} -> {s['campaign_name']}")
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if args.send_test:
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cmd_send_test(args.send_test, args.smtp_host, args.smtp_port)
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if not args.send_test and not args.list:
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ap.print_help()
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if __name__ == "__main__":
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main()
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