3.6 Send Newsletter
This action allows you to send a newsletter directly from the process, linked to a static or dynamic campaign defined in the "Campaign" field.
KEY FIELDS
- Campaign -> defines the campaign associated with the newsletter to be sent.
Depending on the scenario, you can select one of the following options:
- Create new every time -> the system creates a new campaign each time the process runs.
- Create and then reuse the same campaign -> the system creates a campaign only the first time the process runs, then reuses that same campaign for subsequent runs.
- Existing -> allows you to select an existing campaign.
- From process -> allows you to select a record from the Campaigns module involved in the process.
- Sender Name -> the alias for the newsletter sender.
- Sender Address -> the email address of the newsletter sender.
- Recipients -> allows you to select static records or records from entities directly involved in the processes.
Note: Records from the Accounts, Contacts, Targets, and Leads modules can be selected.
- Subject -> the subject line of the newsletter.
- Email Template -> the email template used as the newsletter body.
- Body -> Using the editor, you can modify the body by inserting static/dynamic text or HTML/CSS code.
As of version 26.04, the following configurable fields have been added:
- Language -> allows you to specify a reference language.
- Reply To -> allows you to enter an email address to which any replies to the newsletter sender will be directed.
Figure 1