Modules
8min
The 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.
Email Tab Dropdown
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
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.
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".
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.
Direct Email Message Preview
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.
- Enable/disable Email module
- Enable/disable email tracking
- Enable/disable URL tracking
- Enable/disable attachments
