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{{Banner-UnderConstruction}}=Overview=The SmartSimple platform provides several features that support communication via email. These features range from the ability to send email in bulk to target audiences, automated email that send based on your workflow, as well as individually crafted ad hoc email. Configuration options are also available for you to personalize your email content, and the delivery of email, such as varying the from address that email is sent with. It should be noted however, that while the platform makes a best effort to send email as configured, there are limits and best practices that need to be observed in order to maximize the successful delivery of email. These limits and best practices are ever changing, as is the industry standards that they are designed to follow. =Usage= ==Sending Email in Bulk== ===Email Broadcast===The Email Broadcast feature enables you to send email in bulk to your users. You can define the recipient list of a broadcast through the same search criteria available to you in the People list view. That is, you can select users according to attributes such as their user roles, or specific field values, or even the company categories, or specific field values of the parent company that a user resides within.
=Overview='''Email Access '''is provided within Learn more about the [[SmartSimpleGroup_Email | Group Email feature]] from two different features. Regardless Group Email supports the use of which technique you use, you are always able to store incoming emails with the contact that sent the messages, provided that contact exists within your pre-made [[SmartSimple#Email Templates|Email Templates]] system. Contact activities include all emails as well as other types of activities. When you save an email address to a specific contact, it will become visible to anyone who has access to view that contact.
* See here to learn [[User#Configuration - Essentials|how to add users and contacts]]. ==Automation of Email==
3Workflow Acknowledgement tasks support the use of pre-made [[#Email Templates|Email Templates]]. The '''Email '''feature will open.
:: [[File:===Reminder and Follow-Up Email menu emmy===Activity records can be setup with a standard reminder email that is sent before a specified date time, or a standard follow-up email after a specified date time. These reminder and follow-up email settings are presented as standard fields that can be enabled on UTA Level 2, or Level 3 type records.png|600px|border]]: :* A section later After these fields have been enabled, users can then select whether they wish these email to be sent on in this article titled [[Email#Email Menu Options|Email Menu Options]] will provide more information about a per-record basis by manually adjusting when they wish the email to be sent, relative to the functionality value of the Email featureend date and time standard field of that record.
:* A section later on in this article titled [[Email#Creating a New Email from the ===Message Center|Creating a New Email from ===Users can send individual ad hoc email to other users simply by clicking on their email address when viewing their user profile. This will launch the Message Center]] will explain how to create feature, that will allow you compose an email, and send an email to the target address through this methodthe platform.
==<span id="Types_of_Email_Services" class="mw-headline">Types of Email Services</span>==:* You can access email accounts in SmartSimple provided The Message Center supports the type use of account is either '''POP3''' or '''IMAP'''.:* You cannot access other types of email services that are not configured to operate as '''POP3''' or '''IMAP'''.:* The accounts you wish to access must have been previously established with some other service.:* SmartSimple does not provide an email server; however, you can send emails from within SmartSimple if your email service is unavailable.For more help about email services, contact the SmartSimple pre-made [[How the SmartSimple Support Desk Works#Email Templates|Support Desk]]. Find out all of the options you have for emailing through different domains from our [[Email OptionsTemplates]] page.
===Setting Up an Email Account===
On the '''Accounts '''tab of the '''Email '''feature, click the '''+ '''icon on the top right to create a new account.
The New Account Window ===Sending From Your Own Domain via SMTP Relay===You may configure email with a from address of your own corporate domain, but when doing so you should also configure the SMTP relay function in the SmartSimple platform, to relay the email through your corporate mail exchange system for successful delivery of email. This will require the ability on the part of your mail exchange system to accept SMTP relay, and accept email relay from the SmartSimple platform. If you configure email within the SmartSimple platform to send with a from address of your own corporate domain, but do not have SMTP relay configured, there is displayeda high likelihood that the email will be designated as spam, and not be delivered to the recipient.
:: [[File:New ====To Configure SMTP Relay in SmartSimple====The configuration of SMTP relay functionality can be found in the Global Settings -> Communications tab. When this feature is configured, all subsequent email accountgenerated by the platform will be routed through the specified server.png|700px|border]] The fields used It is important, when leveraging this feature, to also have configured, everywhere in the platform that allows you to specify the from address of an email, an appropriate email address in order for the platform to make a new successfully relay email account are as follows: to the specified mail exchange server. The following table describes the settings available for configuration with SMTP relay.
'''Email Address |- '''Specifies || Server|| (Required) the email web or IP address you use of the external endpoint of your corporate mail exchange server to receive and send messages (must have an @ sign followed by email domain)connect to, e.g. smtp.samplecompany.com.
'''|-|| Password - '''The || (Optional) the password assigned to you by your '''Internet Server Provider. '''For securityfor the above user, the actual characters will not be displayed on your screenif a password is configured.
In order to send or read from your email account, you must first '''open '''the newly created account.
Returning back to the '''Accounts '''tab after clicking '''Save, '''select the name of your new account. The email messages that are stored on this email server will be displayed.
* If you are using an '''IMAP '''email service, the folder on the server used to store your email will be displayed on the left of the window. These folders do not exist when using a '''POP3 '''account.
==The Message Center==
The '''Message Center''' is used to display pre-defined message templates in order to simplify the creation of an email message, and to streamline the emailing process. You can make email templates available to certain roles or create your personalized, user-specific signature to append to your emails.
===Creating a New Email from the Message Center===
By following method 2 of accessing '''Email''' functionality - directly clicking a contact's email address from somewhere in the system - a modal window of the '''Message Center''' will pop up, allowing you to create and send an email to that contact.
For example, you can access a contact by finding them from the '''People '''list, found under the '''Organizations '''heading in the main menu (accessed via the 9-square menu icon on the top right of your page).
The contact's email address will appear on their profile.
::: [[File:Email message center example 1====To Configure SMTP Relay in Your Mail Exchange Server====Please refer to any documentation provided by the vendor of your mail exchange server for specific instructions on how to enable SMTP relay functionality. Some general points to consider during setup are listed below.* Determine the method of authentication, and whether basic authentication with username will be used.png|500px|border]]Clicking directly on * Verify the permissions of the account used for the relay functionality. Is the account able to send email to external entities/domains? Is the account able to send email from other internal accounts? Consider the scenario where users may use the SmartSimple platform to send ad hoc email with the from address set to their individual email address will allow a modal window .* Consider any sending limits that may be imposed by your mail exchange server, and compare this against the sending behaviour of the '''Message Center '''to pop upyour SmartSimple system.
::: [[File:Message center preview.png|750px|border]]===Sending From Your Own Domain without SMTP Relay===Your first option This configuration is to choose a '''Template '''from a drop-down not recommended as it will result in email being sent by the SmartSimple platform via the local mail server of available Message Templates in the system that your [[User role|role]] application server, and has permission to use. This article will provide instructions for [[Creating a New Message Template]] later onhigh likelihood of being designated as spam.
Your next option is ===Where to either send by email or [[Using Instant Messaging|'''Instant''' Message]],''' '''another communications feature within SmartSimple that can be accessed from Set the main [[menu]]. Email Domain=== After confirming those optionsDue to the highly configurable nature of the SmartSimple platform, there are several different areas that allow you can then click on your next step to specify what from address an email is composed with one . The below table describes where to find each of the buttons: these settings and what they control.
* If you do not select a Template, this page will appear with all fields blank except for the '''To '''field, which will be populated with the email address of the contact whose email you clicked.|-* If you ''do'' select a Template, any features that have been created in [[Creating a New Message Template|Message Template]] will already be displayed. | Global Setting -> Security -> Password and Activation Policies -> Activation Emails* No matter the Template, you can still modify your body content via the menu in the body text window, which allows changes || The address associated with email related to such features as font weight or colouruser creation and password management activity.
If email is originated from a [[UTA]] item, you have the option to upload '''Files from Custom Fields. ''' A "Custom Fields" button will be available for the [[User|user]] to attach files that have been uploaded into certain fields on the UTA object ([[Custom Field Type: Link – Single File-||single file]], [[Custom Field Type: Display Only – ImageGlobal Setting -> Email Broadcasts|image]] and [[Custom Field Type: Link – Multiple Files|multi-file]] upload fields)The address associated with each email broadcast template.
===Creating a New Message Template===1. Click the 9-square menu icon on the top right of your page.|}
::: {{Icon==Email Templates==Administrators can configure pre-made templates for their end users, in order to provide consistent branding, or initial text content, which may then be selected when composing an email to pre-Menu}}2. Under populate the heading '''Communications, '''select '''Emailemail contents. '''
::: [Learn more about [Filehttps:Email from meu//www.campaignmonitor.png|600pxcom/dev-resources/guides/coding-html-emails/#two|border]formatting email]3. Click into the second tab labelled '''Templates.'''
::: [[File:===Creating a New Message Template===# Open the '''Main Menu''', then under the '''Communication''' category, select '''Email templates'''.png|500px|border]]: :* # Navigate to the second tab labelled '''Templates'''. Any templates that are already available to that already exist in the system will be listedand be available for editing. Click the # In order to create a new template, click the '''pencil icon +'''icon on the top left of the name of the template if you would like to edit that specific template.
When you have opened into the list of message templates, you are able to create a ::: [[File:Email new message templatesave as.png|800px|border]]
1. Click the '''+ icon '''on the top left, above the list of templates.
2. Fill out the form fields to create a new email template.
:::: [[File:Email new template save as.png|800px|border]]
::* '''General: '''Email Template will be available in all contexts.::* '''[[Universal Tracking Application|UTA]] Level 1: Each user can have an '''Email Template will only be available when sending an email from a UTA ::* Signature'''Level 2 & 3: '''Email Template will only be available when sending an email from a UTA {{ l3 }} or {{ UTA }}.::* '''Contact: '''Email Template that will only be available when sending an email from a contact recordautomatically appended to the bottom of each message that they create.
===Creating a Signature Template===
A signature template is used to add your user-specific, personalized signature to the bottom of the email messages that you send.
1. Click the '''New Template '''tab from the '''Email '''page.==Saving Email to the Platform==
2. Change ===Configuring Activity Types to Represent Email===Email may be saved to the platform in the Template '''Type '''to '''Email Signatureform of activity records.'''
3Learn more about [[Integrating Email with the UTA]]. Set the '''Name '''field to '''My Signature. '''
4===Email Anything Feature===With the Email Anything feature, the platform can generate unique email addresses that are mapped to individual records. Add Any emails sent to these unique email addresses, are then processed by the Signature platform to be attached to the body text windowrecord as a sub activity. You are able This allows you to modify and personalize your signature track all email communications surrounding a particular record as you pleaseactivities within the platform.
5. Once you are done, click '''Save. ''' '''Note: '''The '''Save As '''button is for when you create a template for Learn more about the first time. Clicking this will enable a pop-up that prompts you to put in the Template Name so that it can be saved into the system. Otherwise, clicking '''Save '''will suffice when you are making changes to an already existing template[[Email_Anything | Email Anything]] feature.
==Email Templates for User Activation and Password==
You can use '''Email Templates '''to manage the content of notifications sent to users who are either new to the system or require new passwords/password change.
These templates can be accessed and modified by following these steps:
1. Click on the 9-square menu icon on the top right of your page.
:: {{Icon-Menu}}
2. Under the heading '''Configuration, '''select '''Global Settings.'''
3. Under the tab '''Security, '''select '''Password and Activation Policies.'''
:: [[File:Password and activation policies global settings.png|500px|border]]
4. On the second tab, you will see the '''Activation Email Templates.'''
:: [[File:Activation email templates.png|800px|border]]
The '''Activation Email Templates '''page has template options for '''New User, ''''''Request Password, '''and '''Password Change Notification.'''
* The '''New User '''email message is sent to to a [[User|user]] when you enable their access to your SmartSimple [[instance]] for the first time.
* The '''Request Password '''email message is sent to a user when they request a new [[Password Policy|password]] from the [[Login page|login page]].
* The '''Password Change Notification '''email message is sent to the user when a System Administrator or themselves have changed their account's password.
<pre> The User Activation and Password Templates can be viewed and modified in either plain text or HTML. </pre>
==Hierarchical User Email Templates==
A different password activation email can be defined for each company which will automatically apply to all sub-companies in the [[Organization hierarchy]] unless they have defined their own password policy. When viewing a company in your hierarchy, select '''Settings > [[Password Policy]]''' to define the password activation email. If there are no password activation emails defined for a company or the companies above it in the hierarchy, the password policy set in [[Global Settings]] will apply.
* See [[Password Variables to Set or Reset User Passwords]] if needed.
Clicking on the email address will open a new email with your default email program<br /><br />Clicking '''Copy to Clipboard''' will copy the email address to your clipboard so you can paste it (Ctrl-V) into your email program etc.=Frequently Asked Questions=
minor spelling fix
Learn more about the [[Overview_of_the_Email_Broadcast_Application | Email Broadcast feature]].
===Group Email===
The Group Email feature enables you to send email from a List View of records, targeted towards the users associated to these records. Currently, this feature is available from any UTA List View, or Organization List View. This lets you target a message to users that are associated by a specific role to a set of records that you can search based on any criteria available in the List View, such as type, status, or field value. The contents of the email also has context to the record, so you can include information from the record within your message. An example of this could be the sending of a reminder email to the owners of UTA records that are currently in a draft status, to remind them to submit their records.
==Accessing Email from the Menu=Workflow Acknowledgement Tasks===1Within the Workflow automation module, is the ability to configure Acknowledgement type tasks. Click This grants the ability to trigger automated email notifications based upon the 9-square menu icon same conditions that a Workflow may trigger. This allows you great flexibility in sending email notifications based on a wide variety of criteria, targeted to any number of users associated to the record that the top right of your pageWorkflow was triggered on, and with context to and ability to include information from the record too.
Learn more about [[Workflows_Overview#Task_Type:: {{Icon-Menu}} 2. Under the '''Communications '''heading, select '''_Acknowledgement|Workflow Email]]. '''
==Accessing Sending Ad Hoc Email through Message Center==The second method of accessing email is through the '''Message Center'''. When you click on any person's email address, regardless of the [[application]] or feature you are using (such as by viewing their [[profile]]), you will launch the Message Center which allows you to compose and send an email message.
=Configuration - Essentials=
==Email Menu OptionsDomain==Email by default is sent out from the platform using a SmartSimple-managed domain. While the platform offers the option to configure email to be sent with a from address of your corporate domain, care must be taken to avoid having these email be regarded as spam. For the best results for email delivery, only the following configuration options are recommended. ===Sending From a SmartSimple Domain===Configure email with a from address of a SmartSimple-managed domain. This will be the most reliable method of sending email. Email configured in this manner will be relayed via SmartSimple-managed mail exchange servers*. It should be noted that these domains are not monitored, and are not configured to receive mail. You may use an alias of your choice in the form of ''alias''@''smartsimpledomain'', e.g. acme-recruitment@smartsimplemailer.com, but we suggest a general alias such as donotreply, e.g. donotreply@smartsimplemailer.com. <nowiki>*</nowiki> ''Note::: [[File:Email menu emmyif you are subscribed to SmartSimple's Private Cloud offering, and self-host your own infrastructure, your environment may not be configured to relay email through SmartSimple-managed mail exchange servers, and this configuration option may not be applicable to you.'' The following table lists the SmartSimple-managed domains available for your use, as well as the geographic location that the email will be routed from.png|600px|border]]
{| class="wikitable"
|-
!|Domain!|'''Accounts'''Geographic Region||Existing email accounts will be listed. To create a new account, read further for the [[Email#Setting Up an Email Account|Setting Up an Email Account]] information.
|-
||'''Templates'''@smartsimplemailer.ca||Existing [[Email#Creating a New Message Template|Message Templates]] are listed.Canada
|-
||'''Email Received'''@smartsimplemailer.eu||Emails that you have received are listed.European Union
|-
||'''Email Sent'''@smartsimplemailer.com||Emails that you have sent are listed.United States
|}
{| class="wikitable"
|-
!||'''User Information'''Setting!||'''Account Name - '''Specifies your email account name, which will usually be the same as your email address to the ''left ''of the @ sign.Description
|-
||'''Login Information'''User Name||'''Username (Optional) a username for the account that the SmartSimple platform will authenticate against your corporate mail exchange server. This attribute is optional if you are using source authentication rather than account- '''The "friendly" name associated with your email addressbased authentication.
|-
||'''Server Information'''Port||You are able to receive this information from your '''Internet Service Provider '''or '''LAN Administrator.''' * '''Server Type: '''Select POP3 or IMAP. * '''Incoming Email Server (POP3Optional): '''Specifies your the port to connect to on the destination server for incoming messages, e.g.* '''Outgoing Email Server 587, (SMTPdefaults to 25 when left blank): '''Specifies your server for outgoing messages.* '''Incoming Port: '''Port for incoming messages.* '''Outgoing Port: '''Port for outgoing messages.* '''Encryption: '''Encryption choices including [[TLS - Transport Layer Security|TLS]] and [[SSL]].
|-
||'''Additional Settings'''Encryption||'''Set as Default Mail Account - '''This email account will now be your default email account(Optional) enable or disable transit encryption, unless otherwise specified. '''Requires Outgoing Authentication - '''This means that the system must first log you onto and specify the mail serverversion.
|}
{| class="wikitable"
|-
!||'''Compose'''Setting!||Clicking the '''Compose '''button will bring you to a new email page within the same modal window. The email page looks similar to what you would expect when composing an email in Microsoft Outlook or Gmail.Description
|-
||'''Compose in New Window'''Global Setting -> Communications -> Email Options and Security -> Enable Default From Address||Clicking this button will have the same functionality as the '''Compose '''button except that the page will appear as a new windowThe default address associated with automatic system generated email, e.g. This window can then be moved around your screen, minimizedsystem alerts, or fully closed in order to allow you to continually see and use other SmartSimple functionsMFA verification during authentication.
|-
||'''Preview'''Global Setting -> Users -> Signup Pages||Clicking the '''Preview '''button will generate a preview depending on the Template you have chosen. The preview will be generated at the bottom half of the modal window, under the heading '''Previewaddress associated with initial welcome email related to each individual user signup page. '''
|-
||'''Close'''Global Setting -> Workflows -> Workflow Tasks (of type Acknowledgement)||Click this button to close the Message Center and return to the contact profile whose email The address you clicked. |}===Attaching Files to Email===You will have options to '''upload files '''at the bottom of the new associated with email page. You can upload files from [[SmartFolders]] within your SmartSimple [[instance]] or from a Local Disk (your own computer). The '''Local Disk '''option has a max file upload size of 10MB. Click the '''Attach '''button to the right of these options to attach the files selectedsent by Workflow automation tasks.
{| class="wikitable"
|-
!|Setting!|'''Name'''Description||Message template name as it will appear on the template list.
|-
||'''TypeName'''||Two types are available: '''Email Template '''and '''Email Signature.''' Each [[User|user]] can have an '''Email Signature '''that Message template name as it will be automatically appended to appear on the bottom of each message that they createtemplate list.
|-
||'''CategoryType'''||You can select from one of the following optionsTwo types are available: '''Email Template''' and '''Email Signature'''.
|-
||'''Private/PublicCategory'''||If you are in a [[User role|role]] with manager permissions to create global templates, you are able to use this option to create a template that You can be used by everyone in the organization. This option is not visible to users who do not have this manager permission and are creating an Email Template.|-||'''Role Allowed'''||Click into the text box to select from available system roles to determine who is allowed to use this Email Template.one of the following options:
::* '''ExGeneral: '''People with Email Template will be available in all contexts.::* '''Staff UTA Level 1:'''roles can have the ability to use Email Template will only be available when sending an email from a UTA.::* '''Level 2 & 3:''' Email Template designed specifically for [[Internal|internal]] staffwill only be available when sending an email from a UTA Level 2 or 3.::* '''Contact:''' Email Template will only be available when sending an email from a contact record.
|-
||'''SubjectPrivate/Public'''||The subject line of Select private if this will just be a template for use by yourself, or public if you wish to make this template available to other users. This option is not visible to users who do not have the manager permission for creating an Email Template will appear here.
|-|| '''Ex: Role Allowed'''You can create an || Select from available system roles to determine who has visibility of, and may use this Email Template for acceptances of grant applications; these might all have the same subject line, "'''Grant Approved.'''"
|-
||'''Default Attachment'''||If you would like to add Select an attachment that is to always included with include when using this Email Template, you can click the '''binocular icon '''template to look up and select the files herecompose an email.
|-|| '''Note: Subject'''|| The available file options must first be uploaded into [[SmartFolders]] or Configuration Folders, also found in default subject line to use for the SmartFolders featureemail.
|-
||'''Body'''||The default body of the message can be typed here. All types of formatting are supported - you are able to copy and paste information from other programs, including images, into use for the body window. '''View Variables - '''Click this option to see from a list of system-wide variables. These will be autopopulated with the appropriate text based on the recipients. For example, @GrantID@ will autopopulate with the specific grant ID number if you are sending it to the grant recipients from a {{ l1 }}. See the [[Variable List]] for more. '''Font/Content Modification - '''Utilize the menu options available in the body text window to modify the content of your email. For example, you can change the font weight (bold or not) and size, as well as formatting of columns and indents.
|}
=Configuration - Advanced=
==Email Security==
To configure access permissions surrounding email security (functionality, including access to specific email features, as well as security granular settings for the [[Email#Feature: Email Broadcast|Email Broadcast]] feature, see our [[Email & Email Broadcast Security page|Email & Email Broadcast Security page]]. ==Email Restriction=='''Email Restriction '''allows the [[Global User Administrator|System Administrators]] to set up a matrix of which roles ({{UTA}}-assigned roles only) are able to send emails to which other roles through [[SmartSimple]]. To configure Email Restrictions, follow these steps: 1. Click on the 9-square menu icon on the top right of your page. :: {{Icon-Menu}} 2. Under the heading '''Applications '''are a list of the {{UTA}}s available to your SmartSimple [[instance]]. Select the application you would like to enable Email Restrictions on. :: [[File:List of UTAs.png|550px|border]]3. When the UTA's page is open, click on the '''cog '''icon on the top of the page to go into '''Configuration Mode. ''' 4. Click into the tab labelled '''Security. ''' :: [[File:Enable within email restriction.png|500px|border]] 5. Toggle on the option to '''Enable Role Restriction. ''' 6. Click into the hyperlink '''Email Restriction, '''which will open up a list of UTA-assigned roles that will allow you functions to choose restrict which user roles should be restricted from the Email functionality. 7. When you are done permissioning roles for Email Restriction, click the '''Save '''button. ==Integrating Email with UTA==See our [[Integrating Email with the UTA]] page for more information and instructions. ==Feature: Email Domain==The '''Email Domain '''setting is found in the [[Global Settings]] page. It is used to configure a default domain from which users will not have to enter their full email address when logging into [[SmartSimple]]. * For example, if your company's email domain is @acmecompany.org, any users with user can include as an email address that ends in that domain will not have to enter that portion of their email address when logging into [[SmartSimple]]. * Any users that have an email domain ''other ''than the other specified as the default will have to enter their entire email address into the '''Username '''field when they log into {[SmartSimple]]. 1. Click on the 9-square menu icon on the top right of your screen. :: {{Icon-Menu}} 2. Under the heading '''Configuration, '''select '''Global Settings.''' 3. Under the tab '''Brandingrecipient, '''you will see a field box populated that is labelled '''Email Domain. ''' :: our [[File:Email_%26_Email_Broadcast_Security|Email domain.png|550px|border]] ==Feature: & Email Broadcast==The '''Email Broadcast '''feature enables you to send messages with or without attachments, targeted to specific roles either [[Internal|internal]] or [[External|external]] to your organization. To use the '''Email Broadcast '''feature, ensure that [[User role|roles]] have been created so that you can communicate with everyone you need to easily. Next, ensure that a [[Email#Creating a Message Template|Message Template]] has been created for each specific email broadcast. You can attach calendar links, documents, images, or anything else you need your contacts to receive. You can also track who has opened your email in the '''Reader Log. ''' '''Tip: '''If you use the email broadcast feature regularly for your SmartSimple [[instance]], you can create a [[Portals#Shortcuts|shortcut]] on your home Security page for quicker access. ==Feature: Email Anything==With the '''Email Anything '''feature, you have the ability to generate unique email addresses tied to various objects or records. This adds the convenience of attaching emails directly to the relevant object or record. '''Email Anything '''ensures that all claimants' or applicants' emails are tracked and stored in their own unique record and assigned email address - this eliminates lost or misplaced communications coming into a larger, communal email inbox. <u>'''Some functions of Email Anything'''</u>''': ''' :* You can configure the '''Email Anything '''feature so that when your external users send an email to a record, a '''sub-record '''is created on that record.:* Emails sent to an organization record can also create contact records in the system.:* Emails sent to a {{UTA}} record can create an '''activity '''on that record; users are then able to interact with and create records on your online database without even logging in.:* The system will automatically record all incoming and outgoing activity on the source record so all communications are properly tracked. <pre> This feature is also searched as the following: Objemail, eMail Everything, object email, @objemail@ </pre>===Configuring Email Anything===[[File:Objemail.png|@objemail@ example]] The syntax (@objemail@) can be used to generate a unique email address for objects in SmartSimple.<br /> This will attach the email as a sub-record to the record from which is has been triggered.<br /> The status of the email record is controlled by the '''Received Activity Status '''setting. If there is a [[Workflow]] defined on that status it will be triggered when the record is added. '''<u>Use Cases</u>: '''<br />* '''Review Forms''' - A reviewer can send an email to the application<br />* '''Project Management''' - Staff can send email to community contacts while keeping the communication on file, eliminating the need for Outlook Plugin<br />* '''Letters of References''' - Applicant will enter referee email address, which will allow the Referee to respond back with the letter of reference attached<br />* '''Support Tickets''' - A client can email a ticket directly<br />* '''Anonymous Email Address''' - Users can inquire about opportunities without revealing their email address - similar to what online trading-places have '''<u>Example Usage</u>: '''<br />You can create a [[Custom Field Type: Read Only – System Variables|Read Only – System Variables]] Custom field with the following contents: <pre><script>// <![CDATA[function copyToClipboard(element) { var $temp = $("<input>"); $("body").append($temp); $temp.val($(element).text()).select(); document.execCommand("copy"); $temp.remove();}// ]]></script><span id="objEmail"><a href="mailto:@objemail@">@objemail@</a></span> <a>(Copy to Clipboard)</a></pre>
=See MoreAlso=* [[Email Options]]* [[Email & Email Broadcast SecurityEmail_%26_Email_Broadcast_Security|Email & Email Broadcast Securitypage]]
* [[Message Queue]]
[[Category:Email]][[Category:Communications]]