Send Email Message

Send an email message.

The settings available on the Email account tab vary for SMTP and Exchange servers.

SMTP servers

1. Enter the settings for your email server.

2. Email server login credentials:

   Enter from the Credentials Vault; or

   Enter a credential by variable; or

   Enter manually; or

   Use anonymous login (for email accounts that allow this option)

   The login credentials used will provide the default From: and Reply to: addresses for the message. These addresses can be overridden by utilizing advanced address options in the Message tab.

3. Optional: send a test email.

Exchange servers

1. Enter the settings for your email server.

2. Email server login credentials: Enter manually

   For Microsoft Office 365 new authentication method: Insert the Tenant ID and Application ID of the Microsoft Exchange (retrieve from Microsoft Azure > Email application )

   • Tenant ID (Objec tID) is a sensitive information and is encrypted

   • Application ID is not sensitive information isn't encrypted

   • Once IDs are entered, they cannot be removed - only edited. To remove the IDs, you need to delete the trigger and re-create it.

     Read more about Working with Microsoft 365 Exchange and Modern Authentication.

     or;

     Enter from the Credentials Vault.

     To select a credential from the credentials vault: Select From vault. Select a credential from the list.

   Working with Microsoft Office 365 new authentication method?

   You can set the Application ID and Team ID directly into the Credentials Vault settings in the Admin Tool.

3. Mailbox:

   Choose whether to send the message from the user's default mailbox (as entered in 2 above) or a shared mailbox.

   • For a shared mailbox, enter the mailbox address

The mailbox data entered will provide the default From: and Reply to: addresses for the message. These addresses can be overridden by utilizing advanced address options in the Message tab.

Message tab

1. (Optional) Click the button to access advanced address options for the email.

   Advanced address options:

   • Click the icon to:

     • Enter a long list of addresses (or addresses with display names) on the To: ,CC: ,or Bcc: lines

     • Enter addresses with display names on the From: or Reply to: lines

2. Choose whether to send the email in Plain Text or Rich Text/HTML format.

3. Enter recipient email addresses, subject, and attachments:

• Separate multiple email addresses with commas

• Separate multiple attachments with commas

• Identify attachments by the full file name and file path

4. Enter the body of the email.

5. Enter the name of the variable into which you'd like place the send result.

6. Customize the codes/error messages for send results.