Give users an extra moment when it’s time to send an important message with the Confirm Send dialog in Employee Email. When users hit send, this dialog prompts them to confirm their actions.
Starting February 9, 2023, a new Confirm Send menu enables Parent Administrators to create a custom dialog. This dialog 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 dialog displays:
- How many people will receive the email.
- Which distribution lists have been selected.
Parent Admins can further configure it to:
- Only appear when a certain number of email recipients have been selected.
For example, the dialog only shows 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 acknowledgment.
Warning: If your dialog 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.
Creating a New Confirm Send Dialog
- 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 dialog to appear.
- Optionally, enable the toggle Add additional acknowledgement to include a custom message.
- Enter Title and Description.
- Optionally, select Show checkbox to require an acknowledgement.
- 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 the Confirm Send dialog. It will appear any time a user sends or schedules an email to at least the minimum number of recipients.
Editing or Removing an Existing Confirm Send Dialog
- In the web app or Studio, go to your Email Settings.
- Navigate to Web App Sending > Confirm Send.
- Optionally, edit the text and adjust options.
- Optionally, disable Show confirmation to remove the dialog.
- Click Save and Update.
You have edited or removed the Confirm Send dialog. Your change(s) will immediately affect how the live dialog appears to users.
Previewing the Confirm Send Dialog
Users in your organization will see the Confirm Send dialog when they go to send or schedule an email to your chosen number of recipients from the web app or Studio. After configuring the dialog, 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.
- Click Send or Schedule next to a draft.
- Select one or more Distribution list(s).
Note: As the dialog 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 either Send Now or Save Schedule, depending on when you want to send your email.
The Confirm Send dialog opens. - Optionally, click View distribution list breakdown to see details on how many recipients belong to each distribution list.
- Click either Go Back to return to the sending details or Send Now to send the email immediately.
Your dialog may include a check box that you are required to check before sending.
You have previewed the Confirm Send dialog.
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