The main advantage of mail scheduling is that to send the multiples mails at a single time .This option is visible for those who have the permission from the administrator, administrator categories the security role for every user in mail scheduling the user who are sales person’s permission can use the mail scheduling. If any body wants to send mail to many users at particular time then mail scheduling provide method to send many mails at single time.
When user uses the mail scheduling at first time then he has to click on Add Mail Setting.
STEP 1- SMTP SETTING
Fill all the fields:-
Server Name – Name of the server through which the user want to send the mail like-mail.xrmlabs.com
Port No- Port No -587.
SSL- SSL is always select as NO.
Email Id:- Address of the email Id through which the user want to send the mails.Example: email@example.com.
Password-Password of the mail ID.
Confirm Password – Re-type the mail Id password.
Then click on 'Save' this fields save permanently in this field you can't fill this record in the next time.
STEP2- BODY TEXT
Subject Name:-Insert the subject of the mail.
Mail Body:- Insert the body of the mail.
STEP3- UPLOAD FILE
Enter File Name- Here we enter the name of the file like “List of the Email IDs”.
Download File- By this option we download the .csv format file, in this file we add the email ids.
Choose File- After the download file we pick the upgraded file from choose file.
Upload File- Here we upload the file which contain the addresses of email Id on which user want to send the mail. The mail scheduler automatic Fetch these emails Id which are present in this file and Mails is Automatic send to these Email ID. The extension of this file is .CSV.
If user wants to update his Server Name, Port No, SSL, Email ID. Then he has to click on Update Mail Setting from where user Update his information.