icon on the Individual Profile integrates with a third-party email tool such as Magnet Mail, HighRoads, or InFormz to provide you netFORUM templates and the ease of emailing a list of customers from one of these tools.The communicate icon on the Individual Profile integrates with a third-party email tool such as Magnet Mail, HighRoads, or InFormz to provide you netFORUM templates and the ease of emailing a list of customers from one of these tools.
This topic covers using the communicate icon on the Individual Profile page.
Email integrations such as Magnet Mail, HighRoads, or InFormz are fully integrated, and you no longer see the Magnet Mail e-mail icon on individual profiles if you are on version 3 of Magnet Mail. Instead, you can use the Communicate icon to send email as you normally would including using netFORUM email templates.
icon.| Field Name | Required? | Description |
|---|---|---|
| description | Optional | stored in the communication archive table. Enter a description that explains the purpose of the email, for reference for your internal staff. The recipient does not see this. |
| communicate using | Optional | by default, the communication will go to each recipient's preferred communication type. Selecting a value in this drop-down will override the recipient's preference. |
| mailing type | Required | TBD |
|
Seed List |
Optional |
Select a Mailing List in this drop-down list to send a copy of this email to everyone in this list. Only mailing lists that are configured to be a Seed List are available. |
| from | Required |
choose the from address from the list of your Email Aliases. |
| reply to | Optional | choose the reply to address from the list of your Email Aliases. |
| cc | Optional | The e-mail recipients specified in the CC and BCC fields will receive a copy of every e-mail sent. If there are 10 recipients, they will receive 10 e-mails. If there are 1,000 recipients, they will receive 1,000 e-mails |
| bcc | Optional | The e-mail recipients specified in the CC and BCC fields will receive a copy of every e-mail sent. If there are 10 recipients, they will receive 10 e-mails. If there are 1,000 recipients, they will receive 1,000 e-mails |
| template | Optional | choose the template |
| subject | Optional | this is the subject that will go in the email's subject. The subject is tied to the template. |
| Send with High Priority | Optional | if checked, then the message will be sent with high priority. Depending on the recipient's email reader, high priority messages get classified accordingly. Outlook, for example, flags high priority emails with an exclamation point. |
| file to attach | Optional |
Click the Browse button to select a file to attach. Click the Attach button to display the file in the attachment(s) field. File size limits may be restricted by the outgoing mail server, and by each recipient's own mail server. |
| attachment(s) | Optional | A field to display multiple attachments. Click an attachment to highlight it and click the Remove button to remove the attachment. |
| available fields | Optional | TBD |
| background color | Optional | Click in this field to display a color wheel. Choose your color, and then click the color wheel icon to enter the html color code into the field. |
| Preserve absolute path for links (for emails in html format) | Optional | Click this check box to make sure the email retains the absolute path for the links contained in it. |
| # errors before abort | Optional |
this value is defaulted by the EmailAbortErrors system option. |
| password | Optional |
used to prevent accidentally sending an email. The passcode is stored in the BlastEmailAccessCode system option. |
| send test message to | Optional | used to send a test email, typically to yourself, to make sure the email looks right before sending it to your real audience. |
| as | Optional | Select the format for your test email. |
Once a user has initiated a message to be sent from the communicate page using a messaging integration, netFORUM performs the following steps to get the message sent: