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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
|
- 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.
|
| Email Broadcast
|
Low
|
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.
- Target recipients are added through the use of User filters.
|
| Group Email
|
Low
|
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.
- 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.
|
| Workflow Email
|
Medium
|
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.
|
| Reminder and Follow-Up Email
|
Medium
|
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. Reminder and Follow-Up Emails are sub-types of Workflow Email.
|
| Email Anything
|
Low
|
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.
- 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.
|
Retired Features
The following are past features that have been deprecated and should no longer be used.
| Feature
|
Complexity
|
Usage
|
Description
|
Pages in category ‘Email’
The following 7 pages are in this category, out of 7 total.
