Email (Profile)
You can send Email messages to individual profile contacts using this Email page.
- To – (Required) Defaults to the profile's email address and name.
- Reply To – (Required) Defaults to your email address as the logged-in user.
- CC – (Optional) Enter one or more additional email addresses to carbon copy other recipients.
- BCC – (Optional) Enter one or more additional email addresses to blind carbon copy other recipients.
- Append – (Optional) To insert a data field (i.e., dynamic values) into the Subject line or Message body, 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.
- Subject – (Required) The subject line for the email.
- Message – The body of the email.
- The message can contain text, dynamic values, HTML, and images.
- If the Enable Editor? check box is selected, as it is by default, then you can enter and format your text using the HTML Editor.
- Display
- Send as HTML? – If selected, the Enable Editor? check box is displayed above it and selected by default.
- The email will be sent in HTML format.
- Preview – Click to display a preview of the email as it will look to the recipient.
- Send Email NOW – Click to send the email.