How to Send a Direct Email to an End User using a Template in CRM

Overview:

This article explains how to send a direct email to an end user using a predefined email template in the Xvantage for Associates (X4A) CRM system.

Process:

1. Go to My Apps and open Okta.

2. In Okta search for X4A and open it.

   • Tip: You can also open Xvantage for Associates directly from My Apps.

3. Within X4A hover over the left navigation menu and click Sales.

4. Select CRM from the Sales sub-menu.

5. In the CRM left navigation menu, navigate to Customers > End Users.

6. If you are in Focused View, click Read Only Grid to switch to Read Only Grid View.

7. If you are in Focused View, click Read Only Grid to switch to Read Only Grid View.

8. Verify that the selected view is Active End Users.

   • If a different view is displayed, open the view selector and choose Active End Users to display all active end users.

9. Locate the end user by using either the Filter By option or the Quick Find search icon.

10. Select the checkbox next to the desired end user.

11. On the command bar, click Send Direct Email.

12. In the Send Email pane, complete the required fields:

    • To - Select one of the following options:

      • Selected records on current page

      • All records on current page

      • All records on all pages

    • Language - Select the appropriate language.

    • Template - Search for and select the email template you want to use.

13. Click Send to send the email.

Verify Email Delivery:

To confirm that the email was sent successfully:

1. Open the relevant account by double-clicking the account record.

2. Select the Summary tab.

3. Open the Timeline tab.

4. Verify that the email activity appears in the timeline.