To configure this feature, ensure Configuring Approved Email is complete.

To configure this feature:

1. Ensure Configuring Accounts and Configuring Suggestions are complete.

2. Ensure Configuring Approved Email is complete.

3. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permissions
   sent_email__v	n/a	suggestion__v	suggestion__v	Edit

To configure this feature:

1. Ensure Configuring Accounts and Configuring Suggestions are complete.

2. Ensure Configuring Approved Email is complete.

3. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permissions
   sent_email__v	n/a	suggestion__v	suggestion__v	Read

Prior to creating an email-type suggestion, Business Admins should verify any necessary email templates and fragments have been created.

Business Admins can create a suggestion and select Email as the suggestion type.

The email_template__v check box on the suggestion__v object determines whether the Send Email screen opens with a template selected when a user selects the Send Email icon on the suggestion.

When the email_template__v Check Box is Selected

When the email_template__v check box on the suggestion__v object is selected, both of the following suggestion__v fields are populated:

• email_template_id__v – Populated with the value of the vault_document_id__v field of the appropriate approved_document__v record
• email_template_vault_id__v – Populated with the value of the vault_instance_id__v field of the appropriate approved_document__v record

When these fields are populated, the Send Email screen displays with the following behavior:

• The email_fragment_order__v field on the suggestion_tag__v object determines the order in which fragments display
• Default Product filter is set to the product__v field value from suggestion_tag__v object
• If the email_template_id__v value is invalid, the Send Email screen displays the list of available email templates
• Account(s), template and (optionally) fragments are pre-defined from the suggestion
• If an email template and fragments are specified in the suggestion__v and suggestion_tag__v objects, the Send Email screen displays in edit mode
• Sent email records with the new record type suggestion__v are created to allow tracking of emails sent from the suggestion
• The suggestion__v field on the sent_email__v object is stamped with the Id from the suggestion that has the matching template / fragment

When the email_template__v Check Box is Deselected

When the email_template__v check box on the suggestion__v object is not selected:

• The action icon on the suggestion launches Approved Email in edit mode with the account associated with the suggestion populated as the recipient
• If more than one product is tagged on the suggestion__v object, the approved email filters by all tagged products
• Any suggestions without the email_template__v field selected display individually based on prioritization

To send an email from a suggestion, select the email icon on the suggestion.

The Send Email page displays allowing the user to send the email. If the suggestion specifies a template, the template is selected by default.

Organizations can define a threshold that determines how many emails can be sent to an account within a specified period of time. Emails with the suggestion__v record type count against this threshold value.