Email Coding
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About Email Coding
Email Coding has been developed to allow users to send to a Contact personal email address and also coding to assist with sending from a Queue. Using the codes are very helpful when used in a template and saves the user on manually typing.
There are two different types of codes you should consider.
The first identifies where an email will be sent (Contact code) and the second identifies the queue an email is sent from (From code).
These codes are written in the subject heading of an email but will not be seen by the recipient of the email.
Contact code
The contact code should be written in the subject heading and identifies where an email will be sent. For the code to work all contacts need to be added into the TO or CC field before the record is saved. If the record is saved and the queue is manually changed after, then the contact code is made null and default send behaviour will occur
Function | Coding | Coding Action (there must be no spaces and can be Capitals or smalls) |
To: E1- Student Cc: E2 - Personal | Cc=Per: | This code will use the email address from E1 in the TO or if blank then E2 or if blank then E3 and Use the email address from E2 in the CC or if blank then E3 or if blank then E1. |
To: E2 - Personal | To=Per: | This coding will use the email address from E2 in the TO or if blank then E3 or if blank then E1. |
To: E3 - Alumni | To=Alum: | This coding will use the email address from E3 in the TO or if blank then E2 or if blank then E1. |
To: E1 - Student Cc: E3 - Alumni | Cc=alum: | This code will use the email address from E1 in the TO or if blank then E2 or if blank then E3 and This coding will use the email address from E3 in the CC or if blank then E2 or if blank then E1. |
To: Student | There is no coding required as E1 will contain the Student email address and by default CRM will use E1 first. |
IMPORTANT: If a contact code has been used and then the “from” field is updated manually to a different queue name, then the system will revert back to default behaviour.
For example: If you used the CC=Per: code and pressed save, then manually changed the queue to reflect a different queue. The CC will have reverted back to default behaviour meaning the CC will be sent to E1 (Student) and not E2 (Personal).
From Code
Although the FROM field can be changed manually, it is possible to enter code in the subject heading to automatically update the FROM field to a queue. This is particularly useful when designing email templates to incorporate where an email should be sent from.
Function | Coding | Coding Action (there must be no spaces and can be Capitals or smalls) |
Email sent from queue | from:<insert queue email address>; | This code will change the “from” to the corresponding queue name. NB: if the email address is typed incorrectly no change will occur. |
After you have added your From Coding in the Subject field click Save. This will automatically change the From field to your desired Queue. You can add your desired text to display in the subject.
Code examples
Codes are written in the subject heading of an email template or an email.
All templates should include a from code to prevent pending sends.
| Scenario | Description | Answer |
|---|---|---|
Send from SCU Enquiry | Write the code to send an email from SCU Enquiries and the subject heading is Advanced Standing | Subject heading field enter: from:enquiry@scu.edu.au;Advanced Standing |
Send from SCU Future Students | Write the code to send an email from SCU Future Students and the subject heading is Bachelor of Business | Subject heading field enter: From:futurestudent@scu.edu.au;Bachelor of Business |
CC a personal email (E2) address and send from SCU Enquiry | Write the code to send a CC to a contact’s personal email (E2) address, comes from SCU Enquiry and the subject heading is Advanced Standing | Subject heading field enter: CC=Per:from:enquiry@scu.edu.au;Advanced Standing |
You may add contact coding to any email you are creating without the from code. This code would be entered into the subject heading.
You may choose to do this if you have changed the queue you are sending from and need to update where the email will be sent.
| Scenario | Description | Answer |
|---|---|---|
Send to a personal email (E2) address | Write the code to send an email to a contact’s personal email address and the subject heading is Advanced Standing | Subject heading field enter: to=per:Advanced Standing |
CC to an Alumnus email (E3) address | Write the code to send a CC to a contact’s alumni email address and the subject heading is Alumni Membership | Subject heading field enter: CC=Alum:Alumni Membership |