Setting the Email Options

When creating an email template, you can set options for the email message(s) you want to send. For example, as the administrator, you may need to send out a mass email 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 email populated dynamically during the mail merge so that when recipients reply to the email they have received, it is automatically addressed to their assigned [account manager].

The Email Options button is only available in the Email Editor.

To set email options:

  1. Select an email template, and open the Template Editor.
  2. Click Email Options on the toolbar.
  3. In the Reply To field, select who must appear in the To field of the "replied to" email message. Click Address Book to select a specific name from the Outlook Address Book, or from the drop-down menu 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 email message, select Normal (Default), Personal, Private, or Confidential from the Sensitivity list.
  6. To receive a notice that the email message has been sent, select Request a delivery receipt.
  7. To receive a notice that the email message has been read, select Request a read receipt.
  8. Click OK.