Add from Contact List
The email sending feature provides a flexible contact selection mechanism, supporting both internal and external contacts as recipients. The system offers convenient contact management features, including search, filtering, and batch import capabilities, helping users efficiently manage email recipient lists.
Feature Access
1. Navigate to the email sending page and locate the "Quick Add" button in the contacts section.
2. In the dropdown menu, you will see two options:
- Add from Contacts List
- Add from External Contacts
3. when there are no contacts, the button is grayed out and unclickable, and the contact-related settings on the left are hidden. After adding a contact, the button becomes clickable, and the contact-related settings on the left become visible.
Contact Selection
1. Click the "Add from Contacts List" button to open the contact selection component
2. Contact display methods:
- Default view shows contacts by group
- Switch to view contacts by label
Search Functionality
Supports the following search criteria:
- Contact name
- Group
- Label
All searches support fuzzy matching
Contact Management
1. Add New Contact:
- Click the "Add New Contact" button
- System will redirect to the new contact page
2. Batch Import Contacts:
- Click the "Bulk Import Contacts" button
- Download the template
- Fill in the template and upload
Contact Settings
After selecting contacts, you can configure the following settings:
1. Display in Pending List
2. Allow Respondents to Modify Answers
Note: These features only apply to respondents in the contact list
Sending Status Display
After sending emails, the sending status will be displayed in different lists based on the recipient type:
1. For contacts in your contact list，If there are no contacts, the send status page will only display the external contacts list and will not show the contacts list.
- Sending status will be shown in the contact list，
2. For external recipients:
- Sending status will be displayed in the external contacts list
- You can monitor the delivery status separately from your main contact list
Important Notes
- When there are no contacts, related buttons will be grayed out and unclickable
- Left-side contact settings are not visible when there are no contacts
- After adding contacts, buttons become clickable and left-side contact settings become visible
- Selected contacts will appear in the "Selected Contacts" tab on the right side of the popup
- You can cancel selected contacts at any time
FAQs
Q: How do I access the email sending feature?
A: Navigate to the email sending page and locate the "Quick Add" button in the contacts section. This button provides access to both internal contacts list and external contacts options.
Q: What are the two main contact options available?
A: The system offers two options: "Add from Contacts List" (for internal contacts) and "Add from External Contacts" (for external recipients). You can choose based on your needs.
Q: What happens when there are no contacts in the system?
A: When there are no contacts, the Quick Add button is grayed out and unclickable, and the contact-related settings on the left side are hidden. You must add contacts first to enable these features.
Q: How can I view contacts in different ways?
A: The contact selection component supports two display methods: viewing contacts by group (default view) and viewing contacts by label. You can switch between these views as needed.
Q: What search criteria are supported for finding contacts?
A: The search functionality supports searching by contact name, group, and label. All searches support fuzzy matching, making it easy to find specific contacts quickly.
Q: How do I add new contacts to the system?
A: Click the "Add New Contact" button in the contact selection component. The system will redirect you to the new contact page where you can fill out the contact information form.
Q: Can I import multiple contacts at once?
A: Yes, you can use the "Bulk Import Contacts" button to download a template, fill it in with multiple contact details, and upload it to add many contacts simultaneously.
Q: What contact settings can I configure?
A: After selecting contacts, you can configure "Display in Pending List" and "Allow Respondents to Modify Answers" settings. These features only apply to respondents in the contact list.
Q: How is sending status displayed for different recipient types?
A: For contacts in your contact list, sending status is shown in the contact list. For external recipients, status is displayed in the external contacts list, allowing you to monitor delivery status separately.
Q: Can I cancel selected contacts after choosing them?
A: Yes, you can cancel selected contacts at any time. Selected contacts appear in the "Selected Contacts" tab on the right side of the popup, and you have full control over your selection.
Q: What happens after I add contacts to the system?
A: After adding contacts, the Quick Add button becomes clickable, and the left-side contact settings become visible. This enables you to fully utilize the email sending features.
