With the release of Personalization for the Email Designer, the Confirm Send dialog becomes part of a Review email page where users can double-check multiple types of details about their emails before sending.
Give users an extra moment when it’s time to send an important message with the Confirm Send page in Employee Email. Before users can hit send, this page prompts them to review and confirm their actions.
The Confirm Send menu enables Parent Administrators to create custom messaging for the Review email page. This message appears when a user sends or schedules an email to a certain number of recipients from the web app or Studio. It also allows users to go back to the sending menu for final adjustments.
Note: This functionality is only available if you send emails directly from the Studio or the Employee Email web app.
This article is not relevant if you have installed an add-in or extension and you send tracked emails from your email client.
By default, the page displays:
- How many people will receive the email.
- Which distribution lists have been selected.
Parent Admins can further configure it to:
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Only appear when a certain number of email recipients have been selected.
For example, the confirmation is only shown when more than 500 recipients will receive the email. -
Display a custom message.
For example, a reminder of policies or guidelines. - Include a mandatory checkbox to require explicit acknowledgement.
Warning: If your custom message references legal or regulatory restrictions, make sure to check with your organization’s legal team before adding it.
For example, in some cases it may include information about protecting customers’ privacy, or the acknowledgement may have certain legal implications for your organization.
Prerequisites
- You are a Parent Admin in Employee Email.
- Your organization sends emails directly from the web app or Studio.
- You have approval from your organization to add any custom text that you plan to use.
Configuring New Confirm Send Settings
- In the web app or Studio, go to your Email Settings.
- Navigate to Web App Sending > Confirm Send.
- Enable the toggle Show confirmation.
- Enter a minimum number of recipients that will cause the confirmation to appear.
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Optionally, enable the toggle Add additional acknowledgement to include a custom message.
- Enter Title and Description.
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Optionally, select Show checkbox to require an acknowledgement.
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Enter Acknowledgement text.
Tip: A typical acknowledgement starts with “I confirm that…” or “I have read and understood…”. - Click Save and Update.
You have configured your Confirm Send settings. The confirmation will appear any time a user sends or schedules an email to at least the minimum number of recipients.
Editing or Removing Existing Confirm Send Settings
- In the web app or Studio, go to your Email Settings.
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Navigate to Web App Sending > Confirm Send.
- Optionally, edit the text and adjust the options.
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Optionally, disable Show confirmation to stop it from displaying.
- Click Save and Update.
You have edited or removed your Confirm Send settings. Your change(s) will immediately affect how the live confirmation appears to users.
Previewing Confirm Send Messaging
Users in your organization will see Confirm Send messaging on the Review email page when they go to send or schedule an email to your chosen minimum number of recipients from the web app or Studio. After configuring the confirmation, you can follow the steps below to preview how it will look for your users.
- In the web app or Studio, navigate to your Email Designer drafts.
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Click Send or Schedule next to a draft.
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Select one or more Distribution list(s).
Note: As the confirmation may be set to appear only for your chosen number of recipients, make sure the list(s) you select add up to meet the minimum requirement. -
Click Review Email.
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The Review email page opens.
- Optionally, click View distribution list breakdown to see details on how many recipients belong to each distribution list.
- Click the arrow button to return to the sending details, or click Send Now to send the email immediately.
The page may include a check box that you are required to check before sending.
You have previewed your Confirm Send messaging on the Review email page.
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