Send An Email

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Navigation:  Trigger Actions > Available Action Types > Outgoing Messages >

Send An Email

Sends new outgoing email messages. This can be used, for example, to send a confirmation email to the customer that has just placed an order and to send an email to the order processing department to process it.

 

You can send multiple outgoing emails to different recipients. Emails can be sent immediately or you can 'Schedule Send' on future dates. Emails can be sent in plain text and/or HTML format. You can add attachments to outgoing emails and you have the option of including the incoming attachments with outgoing emails.

 

action-message

 

In the From box enter the From email address. Leave it blank to use the system default from address.

 

In the To box enter the email address or enter a field name. You can specify multiple addresses by separating each with a semi-colon. Specify optional addresses in the CC and Bcc entries. If you simply want to reply to the sender of the incoming email, use the built-in field %MSG_From%

 

Note: Field names are specified enclosed in % characters.

 

Enter a Subject - again you can use %fieldname% replacements.

 

For the Body of the email click the Plain Text button to enter the plain text portion of the email, click the HTML button to compose the HTML portion (you can use either or both). When editing HTML click the Create Plain Text button to create a plain text version of the HTML. When the email is sent it will include both HTML and Plain Text versions.

 

The HTML File button allows you to specify an optional HTML file or URL that will be used when the email is sent. If you do specify a HTML file you should also fill in the plain body text. This will allow the email to still be read on email clients that block HTML content. If you specify a URL for the HTML file, then ThinkAutomation will download the complete web page from the URL specified.

 

 

Editing HTML Emails

The built-in HTML editor allows you to compose HTML emails. It includes regular text formatting options. You can also edit the HTML code directly by clicking the Edit HTML button:

 

action-messahe-htmledit

 

Click the Tidy Html button to run the HTML fix & tidy process. This will reformat the HTML and fix many HTML errors. Click the Auto Tidy HTML option on the ribbon bar to switch this on by default.

 

Click the Embed Local Images option on the ribbon bar if you want any local images added to your HTML to be embedded in the email itself. Note: This option will embed the images as base64 encoded data in the HTML. Not all email clients will display embedded images. You should where possible uses images that reference URL's.

 

 

Attachments

You can attach files to outgoing messages. You can also include all the attachments that were attached to the incoming message.

 

Click the Attach button to add any number of file attachments to the email. The attachments field can use %field% replacements allowing you to use fields or variables containing files saved or created during previous actions.

 

Click the Include Incoming button to automatically send any incoming attachments with the outgoing email. This will be in addition to any other attachments you want to send.

 

Click the Include Inline button to attach incoming inline attachments. Inline attachments are images and other types of file that are included in the body of the incoming email. If this option is enabled then ThinkAutomation will add the inline attachments are regular attachments to the outgoing message.

 

 

Message Options

Click the ! button to mark the email as Important.

 

Click theRead Receipt button to request a read receipt to be sent to the From address when the recipient has read the email.

 

ThinkAutomation includes a built-in spell checker. Click the Spelling button to check your spelling. All %fieldname% embedded fields will be automatically excluded from the spell check.

 

 

Scheduling Messages

Email messages can be sent on future dates using Scheduled Send option.

 

For example, suppose you have a Trigger that responds to a sales order email. The Trigger sends the customer a 'thank you' email when the order is received. You could then use the Scheduled Email option to send a follow up email in 30 days time to see how the customer is getting on with their new product.

 

Any number of scheduled email responses can be setup per trigger. ThinkAutomation records the email in it's database along with the scheduled date and time that the message should be delivered. It checks this database every few minutes and automatically sends out pending messages.

 

On the Edit Message Body form, click the Scheduled Send button:

 

action-message-schedule

 

Click the Scheduled Send check box to enable the scheduled send option.

 

Click Send After to enter the number of days or minutes after the message is processed that you want the outgoing email to be sent.

 

Or, click the Send On Fixed Date to enter a specific date and time in the future that you want the outgoing email to be sent.

 

Click the HTML or Plain Text buttons to save the scheduled send options and return to editing the email.

 

Note: You can view the list of pending outgoing emails by right-clicking the Account and selecting View Scheduled Messages. From here you can delete a pending message, or clear the complete list.

 

Note: You can also add scheduled emails in scripts using the SendScheduledEmail command.

 

See Also: Viewing Scheduled Emails

 

 

Send Via

By default, ThinkAutomation will send outgoing emails directly to the recipients mail server (unless a 'Smart Host' is specified in the ThinkAutomation Mail Server Options). ThinkAutomation also allows you to specify a specific mail server to use on an individual message basis. This is useful when you want to route specific messages via a specific mail server. For example, suppose you have two mail servers, one located in the USA and one in the UK. You could create 2 versions of the outgoing message, one that is sent via your UK mail server for UK recipients and one that is sent via the USA server for everyone else. You could then use the Conditional Execution option to define which email is sent based on a Country field. This will help your messages being blocked as spam - since it's always better to send email via a mail server that is closest to the recipient.

 

Click the Send Via button on the toolbar.

 

Now specify the SMTP Server details.

 

In each of the SMTP Server entries you can make use of %fieldname% replacements. This allows you to create a mail server field which you could set via Field Extraction options to define the mail server to use.

 

 

Bounce Processing

You can define how bounces are handled for this outgoing message. Click the Bounce Processing button on the Toolbar.

 

You can then choose between 3 options:

 

1. Send Non Delivery Report To Sender. The NDR will be sent to the email address specified in the From field.

2. Send Non Delivery Report To: - you can then specify a specific address.

3. Don't Send Non Delivery Report.

 

You can also pass the Non Delivery Report email to another Trigger for further processing (for example, to remove the email address from a subscribers database). Select the Then Pass Non Delivery Report To Trigger option and select the Trigger from the drop down menu.

 

 

Note: Before outgoing emails can be sent, check the ThinkAutomation Mail Server Settings.

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