---
title: Automated Email
slug: automated-email
docTags: 
createdAt: 2024-07-18T16:17:29.161Z
---

# Module Overview

The Automated Email module allows leaders to create and send emails automatically based on a trigger or directly to a subset of users. These emails are only available for members to view through their inbox.

![](https://api.archbee.com/api/optimize/0zmFE6l0UaCZO5x2O_7bR/XLjGyr2AWJHaxcYhMNT7g_image.png)

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# The Basics

## How to Create an Automated Email

To create an automated email: 

- You must first select the trigger that will cause the email to be sent. 
  - The trigger can be based on the following criteria: 
    - On Join
    - On Leave
    - Membership Anniversary
- Once the trigger is set, select the scope from the dropdown. 
  - The scope allows you to set the automated email at the Group Level, Chapter Level, or Channel Level. 
- Select the corresponding template from the dropdown and complete the form. 
-  Select "Create" to begin composing your email.

![Trigger Dropdown](https://api.archbee.com/api/optimize/SqF2VrGIxvtfXjypqplfY-2fInhTjeH5pXrWL-ZvHUp-20240828-151318.png "Trigger Dropdown")

![Automated Email Form](https://api.archbee.com/api/optimize/SqF2VrGIxvtfXjypqplfY-T5VY9s9ErE0IezDs3100h-20240828-151501.png "Automated Email Form")

Use the design feature to create a customized email to be automatically retrieved based on the set trigger. Once finished with the design, select "Update" below the design window. 

## How to Activate an Automated Email

![Automated Email Settings](https://api.archbee.com/api/optimize/SqF2VrGIxvtfXjypqplfY-p7c6VhChhzyxWq8LzavAq-20240828-151645.png "Automated Email Settings")

Once you've finished designing your automated email:

- You can click "Preview" to check the format
- Select "Activate" to make it live on the platform
- If you need to make changes, click "Edit" to open the design feature
- If the automated email is no longer needed, select "Delete".

## How to Send a Direct Email

To start a new message: 

- Click "New Message" to open the new message form. 
- Select a chapter from the dropdown to send your message to members from that chapter list.
- Delect the recipients from the dropdown. 
- Fill in the subject and message. 
- Once you have completed your message, click "Preview Message" at the bottom. 

::Image[]{src="https://api.archbee.com/api/optimize/SqF2VrGIxvtfXjypqplfY-kb7ZTEUCeupWFmjNqhMbR-20240828-152026.png" size="90" width="1562" height="1028" position="center" caption="Direct Email Message Preview" alt="Direct Email Message Preview" showCaption="true"}

If you need to make changes: 

- Click "Back to Composer" to continue editing. 
- An additional feature is the option to click "Send Message for Review" which allows you to share it with another leader before sending it to the recipients. 
- The yellow "Send Message" button will send the message to all recipients that were selected. 
- If you want to save the message and exit the new message form, click "Save Draft."
-  If you no longer want the message, click "Delete Message" to permanently delete it.

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# Configuration Options

- Enable/disable Email module
- Enable/disable email tracking
- Enable/disable URL tracking
- Enable/disable attachments