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The Emails tab allows for sending emails to all Activity participants or only Activity participants according to certain criteria.
Messages can be sent on-demand or automatically at a specified date.
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IMPORTANT: The Evaluation Email button is only active if there is an Evaluation Case assigned to the Activity. See further conditions on the How to Create Evaluation Emails page. |
- When adding a new or editing an already prepared message, the New Email window is displayed.
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To close the New Email window and return to the Emails tab, click the X in the top right corner. |
In the New Email window, the following information can be specified:
- Date and time of the sending out - either a specific date or one relative to the start/ end of the Activity
- the Sender's address (From)
- the Recipients - specified/ filtered for via the respective drop-down
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- the Subject of the email
- the Message - worded with the help of inserting merge tags and/or by using email templates.
- Attachments
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In case of emails prepared for automatic sending, the Ready to send switch has to be activated when the preparation is complete, otherwise the email will not be sent out. |
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NOTE: Emails can be sent out immediately by clicking the three-dot icon in the top right corner of the window and clicking the Send Now button. |
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Further options - the following options are accessible by clicking the three-dot/option icon in the top right corner of the window:
Copy - copying the prepared email
Preview - display of a preview of how the prepared email would be delivered to the recipients
Send Now - immediate sending out of the email, overriding any time setting specified (if any)
Delete - deletion of the email
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NOTE: These options are also available from the Emails tab (i.e. without entering the separate email view), once an email is added. |
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All added emails are listed on the Emails tab
- according to their status,
- with the optionally expandable basic settings, including
- time,
- recipients,
- and the Ready to send switch.
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Sent emails can be previewed with the help of the View option:
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For an evaluation email, there has to be an evaluation Case containing a Case evaluation part selected within an Activity, and data entry has to be submitted. See How to Create Evaluation Emails |
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For more information, visit our Activity - How to pages and view our Activity Manager Training Videos. |
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