Send Email
The Send Email dialog is used to generate mail output and send it to
each recipient in the Record Set.
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.
- Records group:
- All: Select to
send to all records in the Record Set.
- Selection: Select
this open and enter a range of records that should be sent.
- Attachments:
- Print as PDF:
If a Print 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. You can specify a port number as part of the host name, for example: smtp.mandrillapp.com:465.
- Use authentication:
Check if a username and password are needed to send emails through
the host.
- Start TLS: Enabled
if authentication is checked. Sends emails through Transport Layer
Security (TLS), which is sometimes referred to as SSL.
- User: Enter the
username used to connect to the SMTP server.
- Password: Enter
the password for the above username.
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