Send Custom Email
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Dashboard >> Sitemap >> User Accounts >> Send Custom Email
Or
Menu Bar >> User Accounts >> Send Custom Email
Introduction/Purpose
The primary purpose of the “Send Custom Email” module is to provide a user-friendly interface that facilitates the creation and delivery of personalized email communications. The Send Custom Email module in the System serves as a vital tool for fostering efficient communication. By enabling the delivery of personalized, timely, and relevant information, this module contributes to operational excellence, risk mitigation, and the overall success of oil-gas businesses.
Dependencies
Communication Services: The module will depend on email servers or communication services to send emails to users of different roles. This depends on the SMTP (Simple Mail Transfer Protocol) server’s services to send emails to the users.
Users Email Address List
All the added user email addresses will be displayed in this list screen.
To view the list of user emails and other contact details, there are two ways as mentioned below.
- Click on the “Send Custom Email” from the menu under the “User Accounts” module as shown below.
- Click on the “Send Custom Email” from the site map under the “User Accounts” module as shown below.
User Details Available In The List
The following details of the users will be displayed in the User Email Address List.
- Name – Name of User
- Email – Email Address of user
- Company – Users under the company profile
- Primary Role – Role of the user in the company
- Last Access – Timestamp of last access of their account
- Status – Current Status (Active/Setup-account) of their account.
- Phone Number – User contact number.
- Added Date – The date when the user was added to the system .
- Added By – Name of the user who has created this account.
Send Email
To send custom email to the users, follow the below steps.
Step 1: To open the user email list page, follow the steps mentioned in the section “Users Email Address List”.
Step 2: Click on the “Send Email” option as shown below.
Step 3: Fill the required fields, as shown below.
Step 3: Click “Submit” to submit the email or click on “Send Test Email” to send a test email.
User Details Page & Other Details
To access the user details page from this module, follow the below steps.
Step 1: To open the user email list page, follow the steps mentioned in the section “Users Email Address List”.
Step 2: Click on “Name” to view the user details.
