Set a default permission e-mail

In Profit, you can set a default message asking for permission to e-mail the person. This e-mail is sent automatically.

To create an e-mail message for opt-in:

1. Go to: General / Management / Message / Message template.
2. Click on: New.

   You can also change the Opt-in confirmation default message.

3. In Template type, select Opt-in confirmation.
4. Enter the description.
5. Enter the subject for the e-mail, for example: Request e-mailing permission
6. Enter the text for the e-mail message.

   You can use Tags in both the subject and in the body text of the e-mail. By using tags, you can personalise the message.

   For example, you can add the name of the user as {Salutation}. In that case, in the e-mail message, 'Dear sir/madam' is replaced by, for example, 'Dear Cas de Graaf'.

   More information: Use tags in an e-mail message.

   You can use different tags in the message templates for e-mailing messages from Profit. An example of a tag is {QuotationNumber}, which you use to retrieve the specific quotation number from the quotation that was automatically attached to the e-mail as a PDF.

   Below you can see the possible tags for the e-mail message templates. For each process step, you have various additional tags to incorporate the step-specific details into the message template.

   The tags are supplied with Profit. You cannot create your own tags.

7. Click on: OK.

To link the e-mail permission template to a site:

1. Go to: General / In & OutSite / Site.
2. Open the properties of the site.
3. Go to the tab: Message templates.
4. Select a value for Template (emailing permissions).

   You select the message you want to send to a person in which you ask permission to e-mail the person.

5. Select the Emailing permitted using my data check box if the user that is logged on to the portal can enable or disable their permission to have their name on the e-mailing list via the My personal data option.
6. Click on: OK.