Send Email to Contact Steps

Updated on 24 Oct 2022
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Step Details
Introduced in Version	---
Modified in Version	7.12.0
Location	Communication > Email

The Send Email To Contact steps send an email to a defined contact via mapped in Contact Info. This step provides similar utility to the Send Email step but provides the added flexibility of being able to provide additional context to the recipient of the email, and add additional contact methods such as Instant Messaging.

For instance, in a process that involves reminding a healthcare patient about their upcoming an appointment, the patient can be reminded via Email as well as an Instant Messaging service.

The Send Email To Contact step works similar to the Send Email step in that it is used to send an email via Decisions, but differs in that the To Input is replaced with the Contact Info Input.

This Input allows the recipient to be defined based upon the recipient's Address, Email Address, Phone Number, etc.

Properties

The Send Email To Contact step provides the same Inputs as the Send Email step with the exception of the additional Contact Info property. This property takes place of the To Input that is utilized on the standard Send Email step and allows the ability to map in detailed contact information about the email's recipient.

Performing a Build Data mapping on this Input exposes a number of properties that can be Constant mapped to dynamically map the contact information received by the step.

Email

		Description	Data Type
Contact Info		Designates the recipient of the email using specific contact information.	ContantInfoOwner
	Addresses	Used to provide a residential address.	List of Address
	EmailAddresses	The email address(es) of the email's recipient.	List of EmailAddress
	InstantMessengerAddresses	Used to send the email via instant message.	List of InstantMessengerAddress
	OtherContacts	Allows the mapping of alternate communication forms. This is achieved by mapping the associated Account.	List of OtherContact
	OwnerID	Provides identification of the email's recipient.	String
	Phones	Allows the mapping of desired Phone Numbers.	List of Phone

Address Information

	Description	Data Type
Street Line 1-3	Used to provide a valid street address for the recipient.	String
City, County, State, Country, Postal Code	Provides additional details pertaining to the recipient's address.	String
Time Zone	Allows the selection of a timezone for the recipient via dropdown.	---
Preferred Address	Designates the address as the preferred one if multiple are added to the contact.	Boolean
Type of Address	Gives the address an identity as either the recipient's Home, Office, or Other. By default, the value is set to NotSpecified.	---
Latitude and Longitude	Applies respective global latitude and longitude coordinates to the address	Int32

Email Address Information

Properties	Description	Data Type
Email Address	Provides an email address for the recipient of the email sent by the step.	String
Preferred Email Address	Denotes the email address as "preferred" in the event of the use of multiple email addresses.	Boolean

Instant Messaging Information

Properties	Description	Data Type
Instant Messenger UserName	User to map in a username pertaining to an instant messaging Account that belongs to the recipient.	String
Instant Messenger Network	Designates which instant messaging service is associated with the mapped in UserName. Choices include: MSN, AOL, GoogleTalk, Yahoo, and Other.	---

Other Contact Information

Properties	Description	Data Type
Other Contact Type	Identifies the service associated with the mapped in Account via Entity Picker. Options include Blod, Decisions Repository, Facebook, Fax, and more.	---
Account	Provides an alternate Account/point of contact for the recipient.	String

Phone Information

		Description	Data Type
Phone Number		Used to provide a valid phone number for the recipient	String
Type of Phone		Provides identification for what type of phone is associated with the provided phone number. Options include Mobile, Office, Home, Fax, Other, Pager, and IpPhone.	---
Preferred Voice Contact		Designates the phone number as the preferred point of contact if multiple are associated with the recipient.	Boolean
Accept SMS		Designates whether the phone can receive Short Message Service text messages.	Boolean
	SMS Carrier	Provides information about the phone's carrier, including but not limited to, Verizon Wireless, T-Mobile, and many more.	---
Has Extension		Designates if there is an associated extension number with the recipient's phone number.	Boolean
	Extension	Provides any associated extension with the recipient's phone number.	String

Outputs

Properties	Description	Data Type
None	---	---

Send Email to Multiple Contacts

Send Email To Multiple Contacts provides the same functionality as the Send Email To Contact step, but differs in that it allows allows the option to map in multiple pieces of ContactInfo, and provides the option to assign the email to BCC and/or CC Contacts.

Properties

The following charts represent Properties that are unique to the Send Email To Multiple Contacts step, when compared to the standard Send Email To Contact step.

By default the Subject and Body properties, under the EMAIL category, are set to Merge HTML Text.

Email

Properties	Description	Data Type
Bcc Contacts	Denotes multiple recipients of the email's Carbon Copy but hides the address of the recipient.	List of ContactInfoOwner
CC Contacts	Denotes multiple recipients of a Carbon Copy of the email.	List of ContactInfoOwner
Send Email To Primary Email Address Only	Dictates whether to send the email to Email Addresses marked as Primary only.	Boolean
To Contacts	Designates the recipients of the email. Allows the mapping of multiple pieces of ContactInfo.	List of ContactInfoOwner