How To Create Right-Click Option To Send Emails

Modified on Thu, 4 Jan at 4:03 PM

TABLE OF CONTENTS

Introduction
Prerequisites
Step 1 - Create & Configure Email Template
Step 2 - Create & Configure the UI Buttons
Further Support

Introduction

It's sometimes useful to be able to send emails from the User Migration grid by selecting a set of users, right-clicking them, and choosing to send a pre-configured email. This guide shows how to configure a custom validation email from the contect menu.

Prerequisites

The account being used has the rights required to modify the settings for UI buttons in the Administration section

Step 1 - Create & Configure Email Template

Switch to Adminitration -> User Migrations -> Email Templates (1).
Click Click here to add new item (2).
Enter the following within the specified column (3).

Columns	Description
Email Name	Descriptive name for the email
Category	Specify the email category
Enabled	Ensure this is ticked
Is DU Email	Enable if this email is required to be sent from a DU via the context menu
Subject	Email Subject
Module	User Migrations
Send To	Email

Click on the HTML editor (4). Below is an example of an email template

### Hi [UM-FirstName]

#### Please complete this short survey to aid your migration

[UserMigrations-UrlButton-Survey-10-Complete Survey]

Click Save Changes (5).

Step 2 - Create & Configure the UI Buttons

Switch to Administration -> User Migrations -> UI Buttons (1).
Click Click here to add new item (2).

First, create a top-level button to act as a folder for your email buttons, e.g. Email. The top-level button in the example below (1) is called Multi Language Email Send (1).
Click the Plus (2) symbol next to top level button to add a sub button
Enter the name of the sub-button labels (3).
Select the user group wit Grant Access 1 level from the dropdown menu (4).
Select the corresponding email created from step 1 from within the Send Email column (5).
Click Save Changes (6).

Restart the Client.
Switch to the User Migrations module.
Select the Users you would like to Send the email to on the grid.
Right Click and select Multi Language Email Send -> Send Validation Request.
Schedule the emails or alternatively, you can turn off the toggle and send the email now.

A message will be displayed at the bottom of the screen 'XX Emails added to email queue' where xx is the number of users selected on the grid.

Further Support

If you require further support, please visit ManagementStudio's Service Desk to search the knowledge base or create a new support ticket.