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Sent Mail Page Manual 3.0 (view source)
Revision as of 10:27, 27 September 2017
, 10:27, 27 September 2017Created page with "Category:Manual Category:CRM Category:MIB3.0 Category: 4.2 {{Menu|Message= middle|30px '''Users > Sent Mail'''}} <br /> __TOC__ <br />..."
[[Category:Manual]] [[Category:CRM]] [[Category:MIB3.0]] [[Category: 4.2]]
{{Menu|Message= [[File:UsersIcon.png|middle|30px]] '''Users > Sent Mail'''}}
<br />
__TOC__
<br />
This section allows the operator to review mails sent to specific users (for purchases confirmation, confirmation auto-registration, welcome messages, etc.).
<br />
<br />
== Blocks ==
=== Sent Mail ===
----
[[File:SentMailBlock_3.png|1000px|thumb|Information for an email sent by the platform]]
<br />
{| class="wikitable" style="margin:0px;width:100%;"
! style="width:15%;" | Field
! style="width:45%;" | Description
! style="width:40%;" | Restrictions
|-
! style="text-align:left;;" | Name
| Email name
| -
|-
! style="text-align:left; " | UserId
| ID of the User that the mail was sent to
| -
|-
! style="text-align:left;" | To
| Email address the mail was sent to.
| -
|-
! style="text-align:left;" | Subject
| Email subject
| -
|-
! style="text-align:left;" | From
| Email address from the email is sent to
| -
|-
! style="text-align:left;" | Sent
| Flag that allows to know if the email has been already sent or is still pending to be sent.
| -
|-
! style="text-align:left;" | Owner
| Operator that created this mail.
| Read Only
|-
! style="text-align:left;" | CC
| CC email field
| -
|-
! style="text-align:left;" | Body
| Contains the body for the email.
| -
|-
! style="text-align:left;" | Retry count
| Number of retries that the email has been tried to be sent.
| Read only.
|}
<br />
<br />
== Actions ==
{| class="wikitable"
|-
! style="width:10%;" | [[#Create|Create]]
! style="width:10%;" | [[#Edit|Edit]]
! style="width:10%;" | [[#Edit in List|Edit in List]]
! style="width:10%;" | [[#Bulk Edit|Bulk Edit]]
! style="width:10%;" | [[#Copy|Copy]]
! style="width:10%;" | [[#Copy with Relateds|Copy with Relateds]]
! style="width:10%;" | [[#Delete|Delete]]
|-
| style="text-align:center" | [[File:Tick.png|16px|center]]
| style="text-align:center" | [[File:Tick.png|16px|center]]
| style="text-align:center" | [[File:Cross.png|16px|center]]
| style="text-align:center" | [[File:Tick.png|16px|center]]
| style="text-align:center" | [[File:Tick.png|16px|center]]
| style="text-align:center" | [[File:Tick.png|16px|center]]
| style="text-align:center" | [[File:Cross.png|16px|center]]
|}
=== [[File:New3.png|middle|40px]] Create ===
Email creation is enabled by default for most of the CRM operator profiles. It can be used to manually create email messages to be sent for users.
# Use the [[File:New3.png|middle|30px]] button to create an empty email message.
# Fill all the email message data and the related blocks.
# Once finished, save changes by using the [[File:Save3.png|middle|30px]] button in the sent mail page.
<br />
<br />
=== [[File:BulkEdit3.png|middle|40px]] Edit ===
Email edit is enabled by default for most of the CRM operator profiles. It can be used to retry or sending again an email. Once finished modifying the email message, save changes by using the [[File:Save3.png|middle|30px]] button in the sent mail page.
<br />
<br />
=== [[File:Edit3.png|middle|40px]] Edit in List ===
Edit in list is not enabled for sent mail page.
<br />
<br />
=== [[File:BulkEdit3.png|middle|40px]] Bulk Edit ===
Bulk Edit is enabled in the Sent Mails page, allowing you to modify several email messages at the same time. However, not all the relateds blocks will be available for performing a bulk edit operation. The blocks available are:
* '''Basic email information'''
<br />
<br />
=== [[File:Copy3.png|middle|40px]] Copy ===
Copy is enabled for email messages. Using the [[File:Copy3.png|middle|25px]] button, you will be able to clone the basic information from the email into a new email.
Once the email message is copied, review that all the fields have been copied properly and press [[File:Save3.png|middle|25px]] Save button.
<br />
<br />
=== [[File:Copy3.png|middle|40px]] Copy with relateds ===
Copy is enabled for email messages and has the same behavior as Copy button.
<br />
<br />
=== [[File:Delete3.png|middle|40px]] Delete ===
Emails messages cannot be deleted by the operator.
<br />
{{Menu|Message= [[File:UsersIcon.png|middle|30px]] '''Users > Sent Mail'''}}
<br />
__TOC__
<br />
This section allows the operator to review mails sent to specific users (for purchases confirmation, confirmation auto-registration, welcome messages, etc.).
<br />
<br />
== Blocks ==
=== Sent Mail ===
----
[[File:SentMailBlock_3.png|1000px|thumb|Information for an email sent by the platform]]
<br />
{| class="wikitable" style="margin:0px;width:100%;"
! style="width:15%;" | Field
! style="width:45%;" | Description
! style="width:40%;" | Restrictions
|-
! style="text-align:left;;" | Name
| Email name
| -
|-
! style="text-align:left; " | UserId
| ID of the User that the mail was sent to
| -
|-
! style="text-align:left;" | To
| Email address the mail was sent to.
| -
|-
! style="text-align:left;" | Subject
| Email subject
| -
|-
! style="text-align:left;" | From
| Email address from the email is sent to
| -
|-
! style="text-align:left;" | Sent
| Flag that allows to know if the email has been already sent or is still pending to be sent.
| -
|-
! style="text-align:left;" | Owner
| Operator that created this mail.
| Read Only
|-
! style="text-align:left;" | CC
| CC email field
| -
|-
! style="text-align:left;" | Body
| Contains the body for the email.
| -
|-
! style="text-align:left;" | Retry count
| Number of retries that the email has been tried to be sent.
| Read only.
|}
<br />
<br />
== Actions ==
{| class="wikitable"
|-
! style="width:10%;" | [[#Create|Create]]
! style="width:10%;" | [[#Edit|Edit]]
! style="width:10%;" | [[#Edit in List|Edit in List]]
! style="width:10%;" | [[#Bulk Edit|Bulk Edit]]
! style="width:10%;" | [[#Copy|Copy]]
! style="width:10%;" | [[#Copy with Relateds|Copy with Relateds]]
! style="width:10%;" | [[#Delete|Delete]]
|-
| style="text-align:center" | [[File:Tick.png|16px|center]]
| style="text-align:center" | [[File:Tick.png|16px|center]]
| style="text-align:center" | [[File:Cross.png|16px|center]]
| style="text-align:center" | [[File:Tick.png|16px|center]]
| style="text-align:center" | [[File:Tick.png|16px|center]]
| style="text-align:center" | [[File:Tick.png|16px|center]]
| style="text-align:center" | [[File:Cross.png|16px|center]]
|}
=== [[File:New3.png|middle|40px]] Create ===
Email creation is enabled by default for most of the CRM operator profiles. It can be used to manually create email messages to be sent for users.
# Use the [[File:New3.png|middle|30px]] button to create an empty email message.
# Fill all the email message data and the related blocks.
# Once finished, save changes by using the [[File:Save3.png|middle|30px]] button in the sent mail page.
<br />
<br />
=== [[File:BulkEdit3.png|middle|40px]] Edit ===
Email edit is enabled by default for most of the CRM operator profiles. It can be used to retry or sending again an email. Once finished modifying the email message, save changes by using the [[File:Save3.png|middle|30px]] button in the sent mail page.
<br />
<br />
=== [[File:Edit3.png|middle|40px]] Edit in List ===
Edit in list is not enabled for sent mail page.
<br />
<br />
=== [[File:BulkEdit3.png|middle|40px]] Bulk Edit ===
Bulk Edit is enabled in the Sent Mails page, allowing you to modify several email messages at the same time. However, not all the relateds blocks will be available for performing a bulk edit operation. The blocks available are:
* '''Basic email information'''
<br />
<br />
=== [[File:Copy3.png|middle|40px]] Copy ===
Copy is enabled for email messages. Using the [[File:Copy3.png|middle|25px]] button, you will be able to clone the basic information from the email into a new email.
Once the email message is copied, review that all the fields have been copied properly and press [[File:Save3.png|middle|25px]] Save button.
<br />
<br />
=== [[File:Copy3.png|middle|40px]] Copy with relateds ===
Copy is enabled for email messages and has the same behavior as Copy button.
<br />
<br />
=== [[File:Delete3.png|middle|40px]] Delete ===
Emails messages cannot be deleted by the operator.
<br />
