Message Creation: Summary (Email)

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Overview

The Summary of Sendout window allows you to review your message content and sendout settings before starting or scheduling the email sendout. This is the final step in the message creation process, where you can verify all configurations and take final actions.


Navigation Path

During email creation, follow the message creation process until you reach Summary.


Information Displayed

The following table describes the information shown in the Summary of Sendout window:

Information

Description

Message Name

Displays the internal name of the message. Defined in Step 1 (Type). Not visible to recipients.

Email Subject Line

Shows the subject line of the email message. Defined in Step 2 (Content) and visible to recipients.

External Message ID

Displays the external message ID, if defined. Used for external systems (e.g., analytics).

Message Category

Shows the category assigned to the message. Helps with reporting and automations.

Group

Displays the group to which the message will be sent.

Channel

Shows the email channel configuration.

Recipients

Displays the number of recipients and estimated recipients. This count excludes blacklists and Robinson lists.

Selection

Shows the applied selection filter, if any.

Percent of Group

Displays the percentage of group members selected for the sendout. Defined in the Configuration step.

Email Reply Handling

Displays how email replies are handled for the group. Defined in group settings.

Sender Address

Shows the name and address that appear in the recipient’s inbox. Defined in group settings.

Email Attachments

Lists any attachments added to the message.


Actions

The following actions are available in the Summary of Sendout window:

Action

Description

Prepare Sendout

Returns to the Configuration step to edit sendout settings.

Preview

Opens a preview of the message. You can send a preview email to yourself.

Send Message

Starts the message sendout immediately.

Schedule Message

Schedules the message sendout for a later time.

Send to Managers

Sends the message to group moderators for approval. Visible only if moderation is enabled and the user lacks sendout permission.