Sending Email Notifications
On many pages in Contributor Relations, you have the option to send an email to constituents. For example, after reviewing a person's Person Profile, you might send an email to the constituent to request an information update, or to invite the constituent to participate in a special event of interest, based on information on their record.
|
Page Name |
Definition Name |
Navigation |
Usage |
|---|---|---|---|
|
Send Notification |
PT_WF_NOTIFY |
Click the Notify button on any page in the system where it is available. |
Enter email details, such as addresses and message content. |
|
Send Notification - Lookup Address |
PT_WF_NOTFY_LOOKUP |
Click the Lookup Recipient link on the Send Notification page. |
Create an email recipient list or search for email addresses. |
|
Send Notification - Delivery Options |
PT_WF_NOTFY_DOPTNS |
Click the Delivery Options link on the Send Notification page. |
View or change the delivery method of the email. |