Email Options

When creating an e-mail template, you can set options for the e-mail message(s) you want to send. For example, as the administrator, you may need to send out a mass e-mail on behalf of your sales team from a generic company address (i.e., salesteam@company.com). You can have the Reply To field in the outbound e-mail populated dynamically during the mail merge so that when recipients reply to the e-mail they have received, it is automatically addressed to their assigned account manager.

The E-mail Options button is only available in the E-mail Editor.

To set e-mail options

1. Select an e-mail template, and then open the Template Editor.
2. Click E-mail Options on the toolbar.
3. In the Reply To box, select who should appear in the To field of the "replied to" e-mail message. Click the Address Book button to select a specific name from the Outlook Address Book, or from the drop-down menu portion of the field, select one of the following options:

• <<Current User>> - This option inserts the <<Current User>> string into the Reply To field and designates the current user as the mail merge user. This is the default option.
• <<Account Manager>> - This option inserts the <<Account Manager>> string into the Reply To field and designates the user as the account manager of the corresponding Contact. This option is available for Outlook only.
• Specific User - This option opens the Outlook Address Book and displays the selected Outlook display name in the Reply To field, designating the user as the selected user from the address book. This option is available for Outlook only.

4. From the Importance list, select Low, Normal (Default), or High.
5. To communicate the sensitivity of the e-mail message, select Normal (Default), Personal, Private, or Confidential from the Sensitivity list.
6. To receive a notice that the e-mail message has been sent, select Request a delivery receipt .
7. To receive a notice that the e-mail message has been read, select Request a read receipt.
8. Click OK.