How to Draft an Email and send to Recipients in a List of Records?

G24
Kilo Sage

Gurus, my users want to be able to do all of the following:

1.  Filter records on a Custom table down to only those they want to send an email to (one of the fields contains an email address).  So they might choose 10 records out of 100.

2.  Draft an Email, using an Email Template as their starting point; but with the ability to edit the message before sending, and also the ability to add one-off attachments.

3.  Send the email drafted in step 2 to all the recipients listed in step 1.

 

What ServiceNow technology or technologies should I be using to achieve this?

A.  System Notification - Email - Notifications (are these designed to be editable by casual users?)

B.  Email Client - Email Client Configuration  (Email Menu Option on Forms (email_client = true))

C.  Email Client - Quick Messages / Canned Messages

D.  Email Client - Email Drafts

E.  ???

 

(Email drafts looks promising, but I don't see how to actually SEND an email after you draft it; at least not if you're using the table directly, and NOT from Workspace.)  Thanks.

5 REPLIES 5

Zapata221
Tera Contributor

1. Create a list of recipients: Before you draft and send an email to a list of recipients, you will need to compile a list of email addresses and other necessary information. Use an email list tool such as AWeber or MailChimp to easily manage and store your email contacts.

2. Draft your email: Once you have your list of contacts, you can begin drafting your email. Keep it brief, to the point, and easy to read. Make sure to include a clear call-to-action, so that your recipients know what you want them to do.

3. Format your email: Once you’ve written the content of your email, it’s time to format it. Make sure to use a readable font size and color, and include any images or videos that you want to include.

4. Set up your email list: Now that you have your list of contacts and your email is ready to go, you can set up your email list. Use a tool such as MailChimp or AWeber to easily manage and track your email campaigns.

5. Send the email: Once your email is set up, you can send it out to your list of contacts.