Difference between revisions of "Category:Email"
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=Currently Supported Features= | =Currently Supported Features= | ||
| − | + | {| class="wikitable" | |
| − | {|class="wikitable" | ||
|- | |- | ||
| − | !| Feature | + | !|Feature |
| − | !| Complexity | + | !|Complexity |
| − | !| Usage | + | !|Usage |
| − | !| Description | + | !|Description |
|- | |- | ||
| − | || General Email Settings | + | ||General Email Settings |
| − | || Medium | + | ||Medium |
| − | || User Initiated | + | ||User Initiated |
| − | || | + | || |
| − | * General system setup, and global settings ranging from email routing and SMTP relay, to security and permissions. | + | * General system setup, and global settings ranging from email routing and SMTP relay, to security and permissions. To ensure that a large volume of emails is not inadvertently triggered, you can set limits on the amount of emails sent at one time, which can notify system administrators. |
| + | |||
|- | |- | ||
| − | || [[Overview_of_the_Email_Broadcast_Application|Email Broadcast]] | + | ||[[Overview_of_the_Email_Broadcast_Application|Email Broadcast]] |
| − | || Low | + | ||Low |
| − | || User Initiated | + | ||User Initiated |
| − | || | + | || |
* Bulk email feature allows you to create email templates, and send ad-hoc to your contacts en masse. Similar to a mail merge. | * Bulk email feature allows you to create email templates, and send ad-hoc to your contacts en masse. Similar to a mail merge. | ||
* Target recipients are added through the use of User filters. | * Target recipients are added through the use of User filters. | ||
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|- | |- | ||
| − | || [[Group Email]] | + | ||[[Group Email]] |
| − | || Low | + | ||Low |
| − | || User Initiated | + | ||User Initiated |
| − | || | + | || |
* Bulk email feature allows you to send email ad-hoc to a subset of users based on their association to other records, ranging from UTA records, to Organization records. | * Bulk email feature allows you to send email ad-hoc to a subset of users based on their association to other records, ranging from UTA records, to Organization records. | ||
* Target recipients are added through the use of many types of list views, e.g. you can use this to target the owners of UTA Level 1 records based upon any criteria that you wish to filter the UTA Level 1 list view. | * Target recipients are added through the use of many types of list views, e.g. you can use this to target the owners of UTA Level 1 records based upon any criteria that you wish to filter the UTA Level 1 list view. | ||
| + | |||
|- | |- | ||
| − | || [[Workflows_Overview#Task_Type:_Acknowledgement|Workflow Email]] | + | ||[[Workflows_Overview#Task_Type:_Acknowledgement|Workflow Email]] |
| − | || | + | ||Medium |
| − | || System Automated | + | ||System Automated |
| − | || | + | || |
* Automated background function, used to facilitate process automation. These emails are configured as Acknowledgement-type tasks within a Workflow, in order to trigger based upon dynamic conditions, as configured, and to target recipients dynamically, as configured. | * Automated background function, used to facilitate process automation. These emails are configured as Acknowledgement-type tasks within a Workflow, in order to trigger based upon dynamic conditions, as configured, and to target recipients dynamically, as configured. | ||
| + | |||
|- | |- | ||
| − | || Reminder and Follow-Up Email | + | ||Reminder and Follow-Up Email |
| − | || | + | ||Medium |
| − | || System Automated | + | ||System Automated |
| − | || | + | || |
| − | * Automated background function, used to send email reminders to activity owners, e.g. UTA Level 2 activities, at a specified number of days before or after the activity start and end dates. | + | * Automated background function, used to send email reminders to activity owners, e.g. UTA Level 2 activities, at a specified number of days before or after the activity start and end dates. Reminder and Follow-Up Emails are sub-types of [[Workflows_Overview#Task_Type:_Acknowledgement|Workflow Emails]]. |
| + | |||
|- | |- | ||
| − | || [[Email_Anything|Email Anything]] | + | ||[[Email_Anything|Email Anything]] |
| − | || Low | + | ||Low |
| − | || System Automated | + | ||System Automated |
| − | || | + | || |
* Automated background function, provides a unique email address for each record within your SmartSimple system, used to save a copy of email messages and attach them to the targeted records. | * Automated background function, provides a unique email address for each record within your SmartSimple system, used to save a copy of email messages and attach them to the targeted records. | ||
* Allows you to send an email to the unique email address of a record, and the system will receive this email and automatically create an email activity, associated to the record. | * Allows you to send an email to the unique email address of a record, and the system will receive this email and automatically create an email activity, associated to the record. | ||
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Latest revision as of 09:23, 6 October 2021
This page is meant to organize categories, please see the below listings to navigate the sub-categories and articles.
Email communication is supported through a variety of features within the SmartSimple platform. These allow you to integrate emails under various circumstances ranging from sending ad-hoc email blasts, to targeted email reminders, to automated email notifications throughout your process flow, and even to receive and ingest email into your SmartSimple system.
Currently Supported Features
| Feature | Complexity | Usage | Description |
|---|---|---|---|
| General Email Settings | Medium | User Initiated |
|
| Email Broadcast | Low | User Initiated |
|
| Group Email | Low | User Initiated |
|
| Workflow Email | Medium | System Automated |
|
| Reminder and Follow-Up Email | Medium | System Automated |
|
| Email Anything | Low | System Automated |
|
Pages in category ‘Email’
The following 7 pages are in this category, out of 7 total.
