Configuration Editor

Final step is to set up output configuration. In the configuration editor you can set recipients, timestamps and configure attachments.

RECIPIENTS

This is the only required setting you need to specify in the configuration editor. You need to tell the add-on from which column to take recipients.

TIMESTAMPS

Here you can specify whether add-on should insert a timestamp in a column when a draft is created or when a draft is sent.

DRAFT CREATED

Select a column where add-on inserts a timestamp when a draft is created. Timestamp is inserted only for Merge to Draft and Merge to Send modes.

DRAFT SENT

Select a column where add-on inserts a timestamp when a draft is sent. Timestamp is inserted only for Merge to Send and Draft to Send modes.

Draft IDS

Select a column where you want to store draft ids. Add-on will insert draft ids into the selected column. Configure this option if you want to do two phase merge using Merge to Draft mode first and then send out drafts later with Draft to Send mode. Draft ids are inserted only when rows are being processed in Draft to Merge mode.

IMPORTANT: If this option is not configured you cannot start Merge to Draft nor Draft to Send mode. Add-on will throw an error that column with draft ids is not configured.

NOTE: Keep in mind that once a draft is sent it's id becomes obsolete as it is no more a draft but a sent email. Add-on therefore deletes a draft id once a draft is sent.

ATTACHMENTS

Here you can configure one or multiple attachments.