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Group Email

128 bytes added, 18:01, 11 October 2017
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SmartSimple provides Group Email functionality within all levels of the '''[[UTA]]''' to permit the mailing of multiple individuals associated with an entity. You can use variables to display information pertinent to the user, organization or UTA level 1, 2 or 3 in the emails. For example, display the first name of the recipient in each email. See [[Variable_List|Variable List]] to learn more about variables.
# Modify the body of your email as desired.
# Click '''Next'''.
# See preview of how the email will look, as well as options to add CC recipients and attachments.
# Click '''Send Message'''.
# You will get a notification that the Email was sent successfully and you may close the modal window.
# Modify the email body as desired.
# Click '''Next'''.
# See preview as well as options to add CC recipients and click attachments.C# Click '''Next'''.
# The email is sent, you can close the modal window.
Note: Group Email from a UTA list has an option for '''Unique Recipients'''. If checked this option will only send one email to each recipient even if they are attached to multiple records. Additionally UTA level 1, 2 and 3 variables will not be processed when this option is checked.
 
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