Mass Emails: Implementation Checklist
The following sections provide details you can use to ensure that the system is configured properly for creating and sending mass emails, and to understand (and change, if needed) the settings that affect the workflow of managing mass emails.
Implementation Checklist
We recommend that before you start creating and sending mass emails, you make sure the needed features have been enabled, settings have been specified, and entities have been created, as summarized in the following checklist.
| Form | Criteria to Check |
|---|---|
| Enable/Disable Features (CS100000) | Make sure that the following features have been enabled:
|
| Customer Management Preferences (CR101000) | All the necessary settings have been specified and saved to the system. |
| Email Accounts (SM204002) | A system email account has been created. |
| Email Preferences (SM204001) | The system email account has been specified as the default system account. |
| Automation Schedules (SM205020) | A schedule for regular runs of the Send and Receive Email process has been created. |
Validation of Configuration
To make sure that all settings are configured correctly, we recommend that in your system, you practice creating and working with mass emails by performing instructions similar to those described in the following topics: