Sending an Email Blast without a Template

You can send an email that is either basic text formatting or HTML, typed directly into the Communication Wizard form, and not using a template. Blast emails that do not use a template are sent out through the application event system.

To set up this type of email, perform these steps:

If you want to type HTML formatted text into the Communication Wizard form, ensure that these event handlers are updated to allow HTML:
- In the Event Handlers form, select GenericSendEmail. Click Event Actions. Click Edit Parameters. Ensure that Body is in HTML Format is selected and click OK.
- Return to Event Handlers and repeat the above step for the GenericNotify and InteractionEmail events.
In the Communication Wizard, specify the Communication Type.
Specify the Communication Method as Email.
Select the group you defined on the Contact Groups form.
Click Next. The contacts from the group who have specified that they want to receive this type and method of communication are listed.
Select the contacts from the group to be included in this communication and click Next.
Type a Subject and enter your text in the Message field. You can include CloudSuite Industrial MailMerge fields (see Inserting MailMerge Fields for Contacts in a Word Template). If HTML is allowed (see step 1), you can type in basic HTML formatting such as <b>text</b> in your message text.
Click Next.
In the Communication Wizard, log information about the communication. See the field descriptions for more information.
Click Finish to save the information.