Group Email

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

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.