Overview
Email (Profile) is the page used to send Email messages to individual profile contacts.
Email Page Fields
- The To field defaults to the profile's email address and name.
- The Reply To field defaults to the logged-in user's email address.
- The CC field is optional.
- The CC field accepts one or more additional email addresses to carbon copy other recipients.
- The BCC field is optional.
- The BCC field accepts one or more additional email addresses to blind carbon copy other recipients.
- The Append field is optional.
- The Append field inserts a data field (i.e., dynamic values) into the Subject line or Message body.
- To use Append, select a field from the Append list and click the Subject or Message button.
- Fields available include all Standard Profile Fields, such as First name, Last Name, Organization, etc.
- The Subject field is the subject line for the email.
- The Subject field is required.
- The Message field is the body of the email.
- The Message field can contain text, dynamic values, HTML, and images.
- If the Enable Editor checkbox is selected, the HTML Editor can be used to format the text.
- The Send as HTML option is available; if selected, the Enable Editor option is displayed above it and selected by default.
- The email will be sent in HTML format.
- The Preview option displays a preview of the email as it will look to the recipient.
- The Send Email NOW option sends the email.
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- Scheduling Emails Guide
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