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 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.
  • 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.
    For a detailed description of how to use Mandrill to send and track emails, see the following how-to: Using Mandrill.
  • 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.