Email Slider Breakdown
Breakdown of the e-mail slider.
| Item | Field | Description |
|---|---|---|
| 1 | To | Displays who is receiving the email. This could be a member, contact, or if you are sending a targeted blast, it will be criteria. If it is criteria, you can click it to view who will receive the email and what the criteria is. |
| 2 | From | The "From" line for the e-mail. Defaults to the employee's name and email. |
| CC | Carbon-copy. This sends the message to the email address inputted into the "CC" field. Separate multiple emails with a comma. | |
| BCC | Blind Carbon-copy. Works the same as a "CC", except the the recipient cannot see the email addresses in the "BCC" line. Separate multiple emails with a comma. | |
| 3 | Subject Line | The subject line for the email. Caller tags can be used here. |
| 4 | Load Template | Allows you to load a custom template into the message body. Useful for sending common replies or emails with different layouts. Click here for information on creating a custom email template. |
| 5 | Body | This is the body of your message. Caller tags can be used here. |
| 6 | Save Copy | This controls whether you wish to save the "body" section of the email when you store a saved copy in the database. Many emails are generic and contain information that you wouldn't need to save for future reference. So to cut down on disk space used by the program, you can elect not to save a copy of the message. |
| 7 | Tracking | The program allows you to track when a user has opened an email. If you set this to "Yes", you will be notified when the user opens the email. You can find tracking logs at "Connect > E-Mail > Tracking Logs". |
| 8 | Link Tracking | The program also allows you to track when a link has been clicked in an outgoing email. This is useful to tracking milestones and seeing which links your users are and aren't interested in. |
| 9 | Next Action Date | For contacts especially, this tells the program to consider this email an "action" and will therefore extend the "Next Action Date" for the contact. Click here for more information on next action dates. |
| 10 | Attachments | Allows you to attach files to the outgoing email. |
| 11 | Preview and Send | "Preview" allows you to see the message fully formatted. "Send" will dispatch the email. |