Setting the Message Type in an Acknowledgment Workflow

There are four possible message types:

• No message required – no message will be sent when the step triggers.
• Quick Message only – a SmartSimple internal instant message will be generated but no external e-mail.
• E-mail Only – an external e-mail will be generated but no internal instant message. Use this option when the recipients of the step are not able to access SmartSimple.
• Quick Message and E-mail – both an instant message and an e-mail are sent.

1. Set the Message Type to Quick Message Only.

Setting the Subject and Message

The e-mail subject and message can be created using text or variables.

1. Set the Message Subject to A new contact has been added.

2. Set the Message body as shown below:

Dear @firstname@,

A new contact has been added to the system.

• The @firstname@ variable will be replaced by the first name of each recipient.