Difference between revisions of "Group Email"
From SmartWiki
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==Using Group Email from UTA list view == | ==Using Group Email from UTA list view == | ||
| − | * The UTA also provides the [[List View | + | * The UTA also provides the [[Level 1 List View|list view]] to provide an overview of similar records in one go. |
| − | * The Group Email feature is also enabled against the list view, but is slightly different | + | * The Group Email feature is also enabled against the list view, but is slightly different from the Group Email feature available against the individual records. This difference is necessary because sometimes there is a need to only send users one email per group mailing, not one per record. |
| − | + | ||
| − | * Click on the Group Email button to | + | * Go to the UTA and click on the tabs along the top to access the Level 1, Level 2 or Level 3 records. You can use the [[Search Panel Options| search panel]] to narrow down the list of records. |
| − | [[Image: | + | |
| + | * Click in the check boxes against the records that the Group Email will be sent against. | ||
| + | NOTE: If you click on the Group Email button without having any check-boxes populated you will receive an alert informing you of the need to select at least one record. | ||
| + | [[Image:GroupEmails1.png]] | ||
* The window is comprised of the following elements: | * The window is comprised of the following elements: | ||
Revision as of 13:50, 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 provide an overview of similar records in one go.
- The Group Email feature is also enabled against the list view, but is slightly different from the Group Email feature available against the individual records. This difference is necessary because sometimes there is a need to only send users one email per group mailing, not one per record.
- Go to the UTA and click on the tabs along the top to access the Level 1, Level 2 or Level 3 records. You can use the search panel to narrow down the list of records.
- Click in the check boxes against the records that the Group Email will be sent against.
NOTE: If you click on the Group Email button without having any check-boxes populated you will receive an alert informing you of the need to select at least one record.
- 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.
