Email

Email deliveries are the easiest way to receive your merge documents.  Below you will find information on each piece of the email delivery and how you can customize to fit your needs.

Here is a screenshot of a new Email Delivery that we'll use to show you the different features

email_delivery.png

 

To & From

These fields will be used to determine who to send the email to and from. You can either choose to send it to one of the fields in your document or you can send to a specific email address.  If you would like to send to multiple email addresses (fields in your document), then you can type those into the Specific Email box as well - separated by a comma.  Example: "{$Email1}, {$Email2}".

Subject

This is the subject of your email and can contain fields from your document by entering the fields into the box.  Example: "{$Name} has sent you a document"

Message

This will be the contents of the email.  You will notice an easy "Insert Fields" dropdown below the message box that you can use to insert fields to be merged in your message.

[More Options]

Underneath this section/link, we have some advanced options that you can use.

  • Always send this email - Uncheck this box to add conditions when to send the email
  • BCC - Use this to blind carbon copy more email address on the email
  • Include a Read Receipt - Use this to be notified when the email is read
  • Use custom mail server - Use this option to use your own mail server to send out the email
  • Security - Use this option if you are sending sensitive information.  You have a few options, and they are outlined below:

    • Low - This option is basic data encryption without any password needed
    • Medium - This places a password on the document that must be entered to opened. (Available for PDF only)
    • High - This option requires the document be downloaded (after entering the password) from our website.  No document is sent via email
  • Password
    • The password field will only show up when you select Medium or High security options.  This is the password that will be used to open the document (medium security) or download the document (high security).

 

IP Addresses

WebMerge currently sends emails from these IP addresses:

  • 198.2.180.152
  • 167.89.85.149

 

Have more questions? Submit a request

18 Comments

  • Avatar
    Nathan Waterman

    Is there a maximum number of mail recipients?

  • Avatar
    Jeremy Clarke

    Hi Nathan,

    We limit the "To" field to 500 characters, so as many email addresses as you can fit in that :)

  • Avatar
    Chameleon Support

    Is there a location where we can view read receipts for when thats active?
    I would have thought that if we used a custom email server then the reads would go back to the sending address?

  • Avatar
    Jeremy Clarke

    Hi @Chameleon,

    Yes, the read receipts should be going to the "From" email address. Unfortunately, they are not being sent to WebMerge or saved anywhere for us to show you. If you have additional questions, please submit a ticket and we'll help you from there!

    Thanks!

  • Avatar
    Nathan Waterman

    Does the "To" field limit still apply if I add merge fields? For example {$email1} has 490 characters and {$email2} has 350 characters. One of the customers who receives a report from us has email addresses totaling 2522 characters.

  • Avatar
    Jeremy Clarke

    Hi Nathan,

    Yes, the total "To" field can only be 500 characters. You'll need to create separate email deliveries for each merge field.

    Thanks!

  • Avatar
    Nathan Waterman

    Oh dear, that's not gonna fly. Back to the drawing board for me :(

    Does that still apply if I use our email server vs yours?

    Edited by Nathan Waterman
  • Avatar
    Jeremy Clarke

    Hi Nathan,

    We've updated the system to only limit the number of characters when you're using our mail servers, so if you use your own mail server, there is no limit!

  • Avatar
    Nathan Waterman

    Ah, intriguing! I'll have to go talk to our IT folks. Thanks :D

  • Avatar
    Nathan Waterman

    Oh, one last thing just to clarify, I can actually enter more than 500 characters in the "To" field but only 500 are accepted by your mail server and the rest are ignored? Or is that a "hard" field size limit?

  • Avatar
    Jeremy Clarke

    There isn't a limit when entering the info into the field, we just limit what we send to the mail server.

  • Avatar
    Nathan Waterman

    Perfect!

  • Avatar
    Aaron Rubin

    I set the "Send Email To" setting to a merge field but I'm getting the following error:
    Error: The "To" address is invalid: 0

    I clicked on the "View Data" button to confirm that the merge-field is being pulled in correctly and it is so not sure whats generating the error. Any help is greatly appreciated.

  • Avatar
    Jeremy Clarke

    Hi Aaron,

    It sounds like your merge field has a hyphen in it (our system thinks you're trying to do a subtraction calculation). Please change that to an underscore instead of a hyphen and that should fix the issue!

    Thanks!

  • Avatar
    Mo Belhaj

    Hey Jeremy,

    I'm getting the same error, "The "To" address is invalid: " my merge field doesnt have a hyphen or underscore, its simply named {$Email}. I tried everything and can't seem to figure this issue out.

    Thanks,
    - Mo

  • Avatar
    Jeremy Clarke

    Hi Mo,

    Please turn on Debug Mode (https://support.webmerge.me/hc/en-us/articles/206526126-Debug-Mode) and make sure that we are receiving a valid email address and that you're using the correct merge field in your email delivery settings.

    Thanks!

  • Avatar
    Dale Cook

    Hi Jeremy,

    Is "To" field possible to put a merge field on it?, which the merge field will be an SOQL query that will get a list of emails.

    Thanks

  • Avatar
    Jeremy Clarke

    Hi Dale,

    Yes, choose <> from the dropdown and you can type in any merge field you'd like. You can turn on Debug Mode (https://support.webmerge.me/hc/en-us/articles/206526126-Debug-Mode) to see the data we're receiving and what merge field to use.

    Thanks!

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