Send Emails with SAM

There are several ways that emails can be sent through SAM. This guide will give you terminology and help you determine the best way to email for your needs using SAM.

All of these methods will store a copy for future reference under the record's Communications link on their side bar. Make sure the Default Email Sending Settings and each User's Email Sending Settings are entered prior to sending emails from SAM.

Email Template

This will allow you to quickly send an email that is previously composed and may contain fields which personalize the email to the record you are writing to. Templates are helpful for a variety of email responses and reminders that can generate values for specified fields, reports, and surveys. Learn how to Email or Print a Template and search Help for "Templates" to get more references and tips working with the Template Designer.

Auto Action Email

Sending an Email through Auto Actions can save you tremendous amounts of time for drafting thank you notes, reminders for upcoming and over due expiration and due dates to staff or clients, or for sending Surveys once the client reaches a specified point in your process. Get an overview of Auto Actions.

Bulk Email

Send an email to a group of records from any report. The email message can be personalized if you select a template. You can also manually enter a message for quick notes, especially for staff meeting reminders. See how to Run a Bulk Email. Prepare your Report properly so you message the right audience. Here's an Overview on Reports. Opt out of Mass Mailings Each entity has an "Opt Out of Mass Mailings" field. This field is used when exporting email addresses or printing address labels from reports so records can be excluded from mass mailings. When sending emails and other communications, at times, you will be asked whether you want to include those entities who've opted out of mass emails, so you can get important communications to them.

Email Documents

From a record's Document link, you can send an email that includes attachments of the uploaded documents you select. Learn about emailing Documents in SAM.