Adding new batch communication configurations

You can add new batch communication configurations containing BCC (Blind Carbon Copy) addresses and disclaimer or disclosure text for each user type.
To add a new batch communication configuration:
  1. Navigate to the Mail Merge Configuration page.
  2. In the Mail Merge Configuration list, click the Add button .
    The Add User Template Email dialog opens.
  3. In the User Type field, select a user type.
  4. In the BCC Email field, enter the email address that you want a copy of all batch emails for your selected user type to be sent to.
    Note: If desired, you can enter multiple BCC email addresses. To enter multiple addresses, insert a semi-colon and a space between each address in the form of: exampleaddress@example.com; exampleaddress2@example.com
  5. In the Disclaimer Text field, enter the disclaimer or disclosure content that you want appended to all batch emails for the selected user type.
  6. In the Notes field, enter some information about this configuration.
    For example, you can enter the user type that this configuration has been created for and indicate who manages the BCC email address.
  7. Click OK.
    The Add User Template Email dialog closes.
Your new batch communication configuration is added. All batch emails sent by a user of the selected type will have a copy sent to the BCC addresses and will have the specified disclosure text appended to the end of the email.