Group Email

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Revision as of 16:04, 2 October 2013 by Ciaran Donnelly (talk | contribs)

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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.

Enabling Group Email

  • Click on the Settings tab on the Menu Bar to access the configuration pages for the UTA.

GroupEmail1.png

GroupEmail2.png

  • Click on the Object drop-down list. Scroll down and select one of the following options depending on where in the UTA the Group Email feature should reside.
    • Show Level 1 Contact Group Email
    • Show Level 2 Contact Group Email
    • Show Level 3 Contact Group Email

GroupEmail3.png

  • In the Condition field enter an appropriate conditional statement for when the Group Email button should be displayed.
  • Click Save.
  • The Group Email button should now appear in the appropriate level of the UTA based on the conditional statement entered.

GroupEmail4.png


Using Group Email

  • Navigate into the record and scroll down to the Contacts section.
  • Click on the Group Email button to launch the Group Email window.

GroupEmail5.png

  • The window is comprised of the following elements:
    • Templates - All public email templates which are appropriate for the UTA level you are sending the email from within. You can select any of the available options.
    • Recipients - List of potential recipients of this email. This is based on the individuals in the Contacts section, plus the owner and person. Each user has a check box adjacent to their name to allow them to be selected as a recipient.
    • From Address - The email address of the sender.
    • Save As Event - Stores the email as an activity.
    • Send button - Sends the email to the selected recipients.
    • Preview - Is blank until a Template is selected. Once the Template is selected then the Preview section will show the contents of the selected Template.