Product: EventOmatic
Description: This solution describes how to set up profiles for determining which email addresses to use when sending emails to event participants
Environment: All
Version: All
Answer:
The email profile has three tabs to define email selection rules for Individuals, Organization Contacts, and Organizations.
A participant may have more than one email address on his or her record. If this is the case, choose whether you want to send to only one email or all emails by selecting either First matching email on first matching address based on orders of importance or All matching emails on all matching addresses in the Send email to drop down.
Choose which email address(es) to send email to by selecting the email type in the Email types list and clicking the right arrow – this moves it to the Email types to use list. Rank the email types in the Email types to use list based on order of importance by using the up and down arrows.
To send to emails marked "Do not contact", check the option Include emails marked as Do Not Contact. Note: EventOmatic will not select any emails for constituents marked Requests no email.
Choose which address(es) to use when selecting email addresses by selecting the address type in the Address types list and clicking the right arrow – this moves it to the Address types to use list. Rank the address types in the Address types to use list based on order of importance by using the up and down arrows.
Only include addresses with ‘Send mail to this address’
Select this option if you wish to only include email addresses that are on addresses marked as ‘Send mail to this address’.
Include addresses with non-current date from/to ranges
Select this option if you wish to send email to email addresses that are on addresses that may have out-of-date date ranges.
For more detailed information regarding EventOmatic, please refer to the User Guide for EventOmatic which is packaged in the zip file with the latest version of EOM.
Description: This solution describes how to set up profiles for determining which email addresses to use when sending emails to event participants
Environment: All
Version: All
Answer:
The email profile has three tabs to define email selection rules for Individuals, Organization Contacts, and Organizations.
A participant may have more than one email address on his or her record. If this is the case, choose whether you want to send to only one email or all emails by selecting either First matching email on first matching address based on orders of importance or All matching emails on all matching addresses in the Send email to drop down.
Choose which email address(es) to send email to by selecting the email type in the Email types list and clicking the right arrow – this moves it to the Email types to use list. Rank the email types in the Email types to use list based on order of importance by using the up and down arrows.
To send to emails marked "Do not contact", check the option Include emails marked as Do Not Contact. Note: EventOmatic will not select any emails for constituents marked Requests no email.
Choose which address(es) to use when selecting email addresses by selecting the address type in the Address types list and clicking the right arrow – this moves it to the Address types to use list. Rank the address types in the Address types to use list based on order of importance by using the up and down arrows.
Only include addresses with ‘Send mail to this address’
Select this option if you wish to only include email addresses that are on addresses marked as ‘Send mail to this address’.
Include addresses with non-current date from/to ranges
Select this option if you wish to send email to email addresses that are on addresses that may have out-of-date date ranges.
For more detailed information regarding EventOmatic, please refer to the User Guide for EventOmatic which is packaged in the zip file with the latest version of EOM.