Send (Test) Email

The Send Email dialog is used to generate mail output and send it to each recipient in the Record Set. To open this dialog, select File > Send Email, on the menu.
Note that the subject, recipients etc. must be specified before sending the email; see Email header settings.
For more information about the process of sending out email and the possible settings, see Generating Email output.

Options for this dialog:

  • From group:
    • Name: Enter the name that should appear when sending emails. The name is optional.
    • Email: Enter the email address that will appear as a Sender to the email recipient. A single email address should be written.

  • To group - only when sending a test email:

    • Email address(es): Enter one or more email addresses where the test emails are sent. Multiple emails can be separated by semicolons (;), and can be in the same format as above. Note that every email here will receive all the emails for the record-range below.
    • Use Litmus: Check to also send the emails to the Litmus test email set in the Email Preferences (to go to the Email Preferences, select Window > Preferences, click the arrow next to Email, and then click General). Disabled if no Litmus email is set.

  • Records group:
    • Select All, or click Selection and enter the range of records that should be sent. Removing the range disables the selection and sends emails to all records in the record set.
  • Attachments:
    • Print context as PDF: If a Print Context exists in the template, its output will be generated and a PDF version of it will be attached to the outgoing email.
    • Web Page context as HTML: If a Web Page Context exists in the template, its output will be generated as a single HTML file with all required resources embedded in the file. This HTML file is then added as an attachment to the outgoing email.
  • Outgoing mail settings:
    • Presets: Use the drop-down to select a preset. These presets are configured in the Email (SMTP) preferences; see Email SMTP settings.
      It is recommended to use an Email Service Provider to get access to tools that give you full control over your mailings, like open rates, click through rates etc. See Using an ESP with PlanetPress Connect.
    • Host: The SMTP server through which the emails are to be sent. Can be a host (mail.domain.com) or an IP address. The port number can be appended to the host name, separated by a colon, for example: smtp.mandrillapp.com:465. Port 25 will be used if no port number is specified.
      If the mail server supports it, the connection will be encrypted without the need to send the server a STARTTLS instruction when port 465 is used.
      Gmail only allows Connect to be used as an SMTP client when "Access for less secure apps" is enabled in the Google account settings.
    • Use authentication: Check if a user name and password are needed to send emails through the host.
    • Send STARTTLS: Enabled if authentication is checked. With STARTTLS the client negotiates with the mail server to use some form of encryption, usually a version of Transport Layer Security (TLS). Since this improves security it is recommend to enable this option if you use port 25 (the default port), 2525, or 587.
      Note that the email will not be sent if the SMTP server does not support TLS or SSL (an older encryption type).
      This option is ignored when port 465 is used.
    • User: Enter the user name used to connect to the SMTP server.
    • Password: Enter the password for the above user name.