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To learn how to attach other files, see "Email attachments" on page434.
Before generating Email output
l Decide on the use of an Email Service Provider; see "Using an ESP with PlanetPress
Connect" on page1126.
l Make sure that a data set is loaded, that any necessary files, such as images and
attachments, are in place, and that the correct settings are selected (see below).
l
You may want to rasterize certain elements, such as business graphics. Rasterizing
converts the element to a JPG or PNG image. This is very useful to support as many
clients as possible. For example, some email clients may not support SVG, so converting
a resource to JPG instead would ensure that most email clients would actually see the
output.
To rasterize an element, right-click it and select Rasterize options. For a JPG image you
can set the quality of the resulting image in a percentage.
Email output settings in the Email context and sections
The following settings for the Email context and Email sections have an impact on how the
actual emails are sent.
l An Email To Script must be available in the template and refer to a valid email address;
see "Email header settings" on page428. If any record does not have a valid email, this
record is skipped automatically when generating email output.
Note
When you send a test email, the Email To Script will not be used; instead, the email
will be sent to the address that you specify in the Send Test Email dialog.
l The sender(s), recipient(s) and the subject can be set using Script Wizards; see "Email
header settings" on page428.
l Default SMTP settings can be set in the preferences; see "Email header settings" on
page428.
l If there are multiple Email sections, only one of them can be merged with each record.
Make sure that the correct section has been set as the default; see "Setting a default
Email template for output" on page427.
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