Forwarding Handler

To create a new Forwarding Handler profile:

1. Above the list of existing Forwarding Handler Profiles, click the New Item button. The Workspace is refreshed to show a blank Forwarding Handler profile screen.

2. In the "Profile Name" field, enter a name for your new Forwarding Handler profile.

3. The "From Address" field is used to indicate from whom the forwarded message will appear to have been sent. Provide a "From Address" using one of the following methods:

   • Click the "Manual" tab, then enter an email address.

   • Click the "Data Field" tab. The Data Field drop-down menu is populated with every field in your system that's formatted with a Data Type of "Email." From this drop-down menu, select a field / table.

4. The "To Address" field is used to indicate to whom the forwarded message should be sent. Provide a "To Address" using one of the following methods:

   • Click the "Manual" tab, then enter an email address.

   • Click the "Data Field" tab. The Data Field drop-down menu is populated with every field in your system that's formatted with a Data Type of "Email." The table where the field resides is displayed in brackets. For example: "email [Recipient]."From this drop-down menu, select a field / table. Please note that the field you select here must reside on the source table for the Campaign where you intend to use this Forward Handler.

5. In the "Subject" line, enter the forwarded email subject line.

6. In the "Message" text box, enter the forwarded message (this message will appear in the forwarded email, along with the original reply from the consumer).

Note: Forwarded emails do not support the use of Dynamic Content or Personalization.

7. When finished, click save.

To view or edit an existing Forwarding Handler profile:

1. When the screen is displayed, a list of all the current Forwarding Handler profiles is displayed in the left-hand side of the Workspace. Optionally, you can filter this list by typing in all or part of the profile name in the "Search by Name" field.

2. Click on the profile that you want to view. The Workspace is refreshed to show the details of the selected Forwarding Handler profile.

3. Make any necessary changes to the Forwarding Handler profile:

   • Enter a new profile name.

   • Change the "From" email address by using one of the following methods:

     • Click the "Manual" tab, then enter an email address.

     • Click the "Data Field" tab. The Data Field drop-down menu is populated with every field in your system that's formatted with a Data Type of "Email." From this drop-down menu, select a field / table.

   • Change the "To" email address by using one of the following methods:

     • Click the "Manual" tab, then enter an email address.

     • Click the "Data Field" tab. The Data Field drop-down menu is populated with every field in your system that's formatted with a Data Type of "Email." From this drop-down menu, select a field / table.

   • Change the forwarded email subject line.

   • Change the forwarded email message (this message will appear in the forwarded email, along with the original reply from the consumer).

3. To save your changes, click save.

Email Campaigns can optionally be assigned an Auto-Reply Handler profile, a Forwarding Handler profile, or both.

To assign a Forwarding Handler profile to a Campaign:

1. Navigate to the desired Campaign (see Campaigns for more details).

2. Click the "Setup" tab.

3. In the "Envelope" section, select "Add Reply Handlers" from the "Advanced Options" menu. The system adds a new "Reply Handlers" section to the screen.

4. From the "Forwarding" drop-down menu, select the desired Forwarding Handler profile.