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.
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. |
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:
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. |
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. |
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
NOTE: These options are also available from the Emails tab (i.e. without entering the separate email view), once an email is added. |
All added emails are listed on the Emails tab
Sent emails can be previewed with the help of the View option:
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 |
For more information, visit our Activity - How to pages and view our Activity Manager Training Videos. |