Difference between revisions of "Group Email"

Revision as of 13:29, 10 February 2014

SmartSimple provides Group Email functionality within all levels of the UTA to permit the mailing of multiple individuals associated with an entity.

Enabling Group Email

• Click on the Settings tab on the Menu Bar to access the configuration pages for the UTA.

• Click on the Advanced Logic hyperlink in the Settings tab.

• Click on the Object drop-down list. Scroll down and select one of the following options depending on where in the UTA the Group Email feature should reside.
  • Show Level 1 Contact Group Email
  • Show Level 2 Contact Group Email
  • Show Level 3 Contact Group Email

• In the Condition field enter an appropriate conditional statement for when the Group Email button should be displayed.

• Click Save.

• The Group Email button should now appear in the appropriate level of the UTA based on the conditional statement entered.

Using Group Email from within individual UTA record

• Navigate into the record and scroll down to the Contacts section.

• Click on the Group Email button to launch the Group Email window.

• The window is comprised of the following elements:
  • Templates - All public email templates which are appropriate for the UTA level you are sending the email from within. You can select any of the available options.
  • Recipients - List of potential recipients of this email. This is based on the individuals in the Contacts section, plus the owner and person. Each user has a check box adjacent to their name to allow them to be selected as a recipient.
  • From Address - The email address of the sender.
  • Save As Event - Stores the email as an activity.
  • Send button - Sends the email to the selected recipients.
  • Preview - Is blank until a Template is selected. Once the Template is selected then the Preview section will show the contents of the selected Template.

Using Group Email from UTA list view

• The UTA also provides the list view to view similar records, whether level 1, 2 or 3.

• The Group Email feature is also enabled against the list view, but is slightly different fro

• Click on the Group Email button to launch the Group Email window.

• The window is comprised of the following elements:
  • Templates - All public email templates which are appropriate for the UTA level you are sending the email from within. You can select any of the available options.
  • Recipients - List of potential recipients of this email. This is based on the individuals in the Contacts section, plus the owner and person. Each user has a check box adjacent to their name to allow them to be selected as a recipient.
  • From Address - The email address of the sender.
  • Save As Event - Stores the email as an activity.
  • Send button - Sends the email to the selected recipients.
  • Preview - Is blank until a Template is selected. Once the Template is selected then the Preview section will show the contents of the selected Template.