How to Create Generic Emails

1. Access the Emails tab in the Edit Activity pop-up window for the desired Activity.

2. To begin creating an email message, select the +Add new e-mail button.
The New Email pop-up window opens. 

3. Schedule the sending date with the corresponding drop-down menus.

4. Select via the From drop-down the email address the email will be sent from.

5. Determine, and optionally narrow, the addressees the email will be sent to by selecting any of the following options from the Recipients drop-down:

• • All in the Learner Group - Emails learners in the group.
  • All report viewers - Emails those able to view the reports of the Activity.
  • Learners who have a record - Emails the learner group with a record for the Activity. Learner who submitted an Activity questionnaire have records.
  • Learners who have no record - Emails learners who do not yet have a record for the Activity.
  • Learners who have a complete record - Emails learners with complete Activity records, including finished Activity questionnaires.
  • Learners who have partial record - Emails learners with incomplete Activity records, including partially completed Activity questionnaires.
  • Learners who have a new record - Emails learners with new records. Additional drop-down menus appear for selecting the conditions for qualifying the record as new.
  • Learners who have perf. category - Emails learners who fall into a selected performance category. An additional drop-down menu appears for selecting the performance category.
  • Learners who have video recording - Emails learners who have video recordings associated with their Activity records.
  • A subgroup - Once this option is selected, another drop-down menu appears for selecting the additional group destination for the email.
    
    

6. Provide the title of the email in the Subject field.

7. Type up your email in the Message field with the help of inserting templates.

8. In the Attachments field, optionally add file(s) using the drag and drop or the browse function.

9. Once finished, activate the switch below Ready to send to schedule the email to be sent, or leave the switch unactivated to save the email as a draft.

10. Click the X in the top right corner to close the email window and return to the Edit Activity window.

TIP: Already created emails can be copied, previewed, sent out on demand or deleted by clicking the corresponding button after opening the general options via the three dots next to the X.