HowTo:Send Messages to Multiple Recipients

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Revision as of 02:06, 29 January 2014 by imported>Aeric (→‎Mechanism)

For:   Designers
Level: Beginner
Time:  5 minutes

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    ◾ HowTo Guides

There are many ways to send a single message to multiple recipients. This writeup summarizes the possibilities, so you can choose the mechanism that is most appropriate for your application.

User-Controlled

When sending an email from a Case or from any other record in the system, a user can add as many recipients as they like.
Advantage: Infinite flexibility
Disadvantage: Requires manual effort that becomes excessive when duplicated my different users and/or repeated by the same user.
Learn more: Respond to a Case or Add a Note

Email Template

When creating an Email Template, a comma-separated list of recipients can be specified.
There are multiple ways to do it:
  • Individual recipient addresses can be hard-coded into the To, Cc, or Bcc fields.
  • Template Variables can be used include individual email addresses from related Contacts and Users, by referencing Lookup fields contained in the current record.
Advantage: xx
Disadvantage: xx

Mechanism

Description.
Advantage: xx
Disadvantage: xx

Wrap Up

...What you've done.... ...List of things you've explored/learned about/played with:

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