To send e-mail attachments

About this task

Users that have a valid e-mail address configured in HCL® Marketing Operations or HCL Marketing Platform can send e-mail attachments. If your e-mail address is configured incorrectly in the system, you receive an error message.

Procedure

  1. Navigate to the object to which you would like to add an attachment.

    For approvals and assets, attachments are available on the summary page. For all other objects, click the Attachments tab.

    The tab displays any attachments that already exist for the object.

  2. Click Send as Mail Attachment beside the attachment you would like to send.

    You can also right-click the attachment icon and choose Send as Mail Attachment from the menu.

    The Send Mail Attachment window appears.

  3. Enter or select values in the To and Cc fields for the email recipients.
    • To send the attachment to HCL Marketing Operations users, click the arrow at the right side of the field and select one or more email addresses. The addresses you select are added to the field. If you deselect an address, it is removed from the field.
    • You can also enter any valid external email address in the fields. Separate multiple addresses by a comma. For example: user1@inbox.com,user2@myCompany.com
  4. Enter values for the Subject field and body of the message.
  5. Click Send to send the attachment.

    The system displays a message that confirms that the e-mail has been sent or that an error occurred while the system attempted to send the message.

    The Send Mail Attachment window remains open until the e-mail server has sent the message. If you close the window while the mail is being sent, you do not receive any confirmation.

Results

Note the following.

  • Any replies to the message go directly to the e-mail address of the sender.
  • If you sends an attachment to an invalid address, a message is sent to the user that the e-mail was not delivered.
  • If the mail server is down (for the Marketing Operations server), the system displays a message that the attachment could not be sent. You can take either of the following actions:
  • If the mail is accepted by the e-mail server for delivery, and it cannot be delivered for any reason (for example, if an email address is invalid) the e-mail server sends the details directly back to the user in the local client e-mail application.