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Category:Email

2,635 bytes added, 14:23, 6 October 2021
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These articles relate to the use of email functions within SmartSimple{{CategoryHeader}}
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. 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. |-||[[CategoryOverview_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. |-||[[Workflows_Overview#Task_Type:Communications_Acknowledgement|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 [[Workflows_Overview#Task_Type:_Acknowledgement|Workflow Emails]]. |-||[[Email_Anything|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. |}
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