Smartstaff, administrator
686
edits
Changes
major overhaul of category as topic page
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= {|class="wikitable"|-!| 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.|-|| [[Overview_of_the_Email_Broadcast_Application|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.|-|| [[CategoryWorkflows_Overview#Task_Type:Communications_Acknowledgement|Workflow Email]]|| Low|| 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|| Low|| 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.|-|| [[Email_Anything| EmailAnything]]|| 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. {|class="wikitable"|-!| Feature!| Complexity!| Usage!| Description|}
